Crake Asset Management LLP - Q12026 Holdings

Crake Asset Management LLP holds 20 stocks with a total portfolio value of $ 2.86B as of Q12026. In Q12026, Crake Asset Management LLP added 8 new positions, increased stakes in 7 stocks, reduced 5 holdings, and fully exited 5 positions. The largest holding is Freeport Mcmoran Inc (FCX), representing 19.05% of the total portfolio.