Fisher Funds Management LTD

CIK: 1435028SEC EDGAR →

Portfolio Value

$831.6B

Holdings

174

As of

Q2 2026

New Positions

6

Closed Positions

3

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

FLOOR & DECOR HLDGS INC

1,069,475$63.5B
7.63%
2

DEXCOM INC

840,950$56.6B
6.81%
3

NEXTERA ENERGY INC

582,884$51.2B
6.15%
4

UBER TECHNOLOGIES INC

687,742$49.6B
5.97%
5

NETFLIX INC

694,523$49.6B
5.96%
6

WILLIAMS COS INC

624,065$46.4B
5.58%
7

BOSTON SCIENTIFIC CORP

1,007,864$43.0B
5.17%
8

EDWARD LIFESCIENCES CORP

397,646$36.0B
4.33%
9

ZOETIS INC

491,051$35.3B
4.24%
10

CMS ENERGY CORP

429,193$32.8B
3.95%

Quarterly Changes

Top Buys

WMB↑ Increased
$22.1B
HDBNEW
$17.2B
BSX↑ Increased
$11.0B
WBD↑ Increased
$4.9B
KONEW
$1.5B

Top Sells

TW↓ Decreased
$29.9B
NFLX↓ Decreased
$29.8B
CSCO↓ Decreased
$25.5B
KMI↓ Decreased
$14.8B
INTC↓ Decreased
$13.4B

New Positions (8)

$17.2B · 666K shares
$1.5B · 18K shares
VERSIGENT PLC
$349.1M · 8K shares
$20.1M · 75K shares
$5.1M · 45K shares
$2.8M · 3K shares
DUPONT DE NEMOURS INC
$2.7M · 20K shares
$2.1M · 7K shares

Closed Positions (3)

$2.7B · 59K shares
$12.5M · 106K shares
$8.3M · 34K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare27$140.1B16.8%
Financial Services23$106.9B12.9%
Utilities6$99.8B12.0%
Communication Services9$98.4B11.8%
Technology36$85.4B10.3%
Energy4$84.5B10.2%
Consumer Cyclical13$77.7B9.3%
Unknown14$75.6B9.1%
Industrials19$27.0B3.3%
Basic Materials8$17.7B2.1%
Consumer Defensive11$16.5B2.0%
Real Estate4$1.9B0.2%