SEC 13F Intelligence

Managers / Q1 2026

Frec Markets, Inc.

CIK 0002111359 · 171 2ND STREET, 3RD FLOOR, SAN FRANCISCO, CA, 94105 · 855-900-3732

Reported Value
$587M
Q1 2026
Positions
644
Filings on Record
2
2019–present window
Filed
May 14, 2026
original filing

Summary

Frec Markets, Inc. reported $587M in U.S.-listed holdings across 644 positions for Q1 2026.

Its largest position, NVDA, represents 7.0% of the portfolio.

Compared with Q4 2025, the fund opened 316 new positions and exited 15.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $342MQ4 ’25Q1 ’26: $587MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 88.7%ADR: 4.4%Other: 4.0%REIT: 2.8%Tracking Stk: 0.0%
  • Common Stock · 88.7% · $521M
  • ADR · 4.4% · $26M
  • Other · 4.0% · $24M
  • REIT · 2.8% · $17M
  • Tracking Stk · 0.0% · $241,542

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$587M644May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$342M343Feb 17, 202613F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Frec Advisers LLC028-26619

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 ↗.