SEC 13F Intelligence

Managers / Q3 2021 · view latest →

Fulcrum Asset Management LLP

CIK 0001353395 · MARBLE ARCH HOUSE, 66 SEYMOUR STREET, LONDON, X0, W1H 5BT · 00442070166453

Reported Value
$202M
Q3 2021
Positions
187
Filings on Record
20
2019–present window
Filed
Oct 19, 2021
original filing

Summary

Fulcrum Asset Management Llp reported $202M in U.S.-listed holdings across 187 positions for Q3 2021.

Its largest position, GOOGL, represents 2.9% of the portfolio.

Compared with Q2 2021, the fund opened 119 new positions and exited 29.

Reported Value by Quarter

13F Reported Value
Q2 ’20: $298MQ2 ’20Q3 ’20: $166MQ4 ’20: $296MQ4 ’20Q1 ’21: $156MQ2 ’21: $238MQ2 ’21Q3 ’21: $202MQ1 ’22: $343MQ1 ’22Q2 ’24: $32MQ3 ’24: $44MQ3 ’24Q4 ’24: $21MQ1 ’25: $516MQ1 ’25Q2 ’25: $130MQ3 ’25: $361MQ3 ’25Q4 ’25: $359MQ1 ’26: $662MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 88.0%REIT: 11.1%Other: 1.0%
  • Common Stock · 88.0% · $178M
  • REIT · 11.1% · $22M
  • Other · 1.0% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$662M220May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$359M182Feb 5, 2026RESTATEMENTchanges · EDGAR ↗
Q3 2025$361M178Nov 24, 2025RESTATEMENTchanges · EDGAR ↗
Q2 2025$130M101Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$516M205Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$21M16Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$44M19Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$32M16Jul 15, 202413F-HRchanges · EDGAR ↗
Q1 2022$343M225May 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$202M187Oct 19, 202113F-HRchanges · EDGAR ↗
Q2 2021$238M154Jul 13, 2021RESTATEMENTchanges · EDGAR ↗
Q1 2021$156M181Apr 21, 202113F-HRchanges · EDGAR ↗
Q4 2020$296M142Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$166M123Oct 21, 202013F-HRchanges · EDGAR ↗
Q2 2020$298M144Aug 14, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.