Fremen Capital Management LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $114M in reported equity holdings across 14 positions. The largest holdings are GOOGL (14.6%), AMZN (14.3%), TSM (12.5%), ASML (12.4%), AMD (9.9%). The portfolio is concentrated in Other (71.2%), Technology (24.9%), Industrials (2.4%). Data sourced from SEC EDGAR 13F filings (CIK 2064172).