本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Fourier Capital Management Ltd (CIK 2107705) reported $64.0M across 9 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MKSI ($13.3M, 20.75%), BZ ($11.5M, 17.93%), ADI ($9.9M, 15.54%), AEIS ($9.5M, 14.79%), INIO ($5.9M, 9.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MKSI | MKS INC. | $13.3M | 20.75% | 29,858 | Trimmed |
| 2 | BZ | KANZHUN LIMITED | $11.5M | 17.93% | 891,442 | Added |
| 3 | ADI | ANALOG DEVICES INC | $9.9M | 15.54% | 25,035 | New |
| 4 | AEIS | ADVANCED ENERGY INDS | $9.5M | 14.79% | 25,377 | New |
| 5 | INIO | INNIO NV | $5.9M | 9.23% | 149,330 | New |
| 6 | TER | TERADYNE INC | $5.8M | 9.02% | 11,924 | New |
| 7 | QCOM | QUALCOMM INC | $4.4M | 6.85% | 23,715 | New |
| 8 | GNRC | GENERAC HLDGS INC | $1.9M | 3.01% | 6,580 | New |
| 9 | UCTT | ULTRA CLEAN HLDGS INC | $1.8M | 2.89% | 12,956 | New |
| 10 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 11 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 12 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | Exited |
| 13 | COHR | COHERENT CORP | $0 | 0.00% | 0 | Exited |
| 14 | ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | Exited |
| 15 | GLW | CORNING INC | $0 | 0.00% | 0 | Exited |
| 16 | GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | Exited |
| 17 | INTC | INTEL CORP | $0 | 0.00% | 0 | Exited |
| 18 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 19 | Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | Exited |
| 20 | SNDK | SANDISK CORP | $0 | 0.00% | 0 | Exited |
| 21 | SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30