Fremen Capital Management LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $117M in reported equity holdings across 16 positions. The largest holdings are MSFT (16.9%), AMZN (11.6%), GOOGL (11.2%), TSM (8.0%), MDLN (7.5%). The portfolio is concentrated in Other (82.2%), Technology (15.0%), Financial Services (2.9%). Data sourced from SEC EDGAR 13F filings (CIK 2064172).