Long-term investor
Fremen Capital Management LP @fremencapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002064172).
Record
- Tracked since 2025-12-31 (270 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +15.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K107 · 14.6% · long · since 2025-12-31
- AMZN · 14.3% · long · since 2025-12-31
- TSM · 12.5% · long · since 2025-12-31
- ASML · 12.4% · long · since 2026-03-31
- AMD · 9.9% · long · since 2026-06-30
- IBKR · 8.1% · long · since 2025-12-31
- V · 7.6% · long · since 2025-12-31
- MA · 7.6% · long · since 2025-12-31
- MSFT · 3.8% · long · since 2025-12-31
- VMC · 3.4% · long · since 2025-12-31
- 369604301 · 2.4% · long · since 2026-06-30
- MDLN · 1.7% · long · since 2025-12-31