Fremen Capital Management LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $122M in reported equity holdings across 15 positions. The largest holdings are GOOGL (11.2%), AMZN (11.1%), MA (9.8%), V (9.7%), MSFT (9.0%). The portfolio is concentrated in Other (80.9%), Technology (9.2%), Financial Services (6.2%). Data sourced from SEC EDGAR 13F filings (CIK 2064172).