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Fabrinet

FN Technology
$703.86 +$0.59 (0.08%)
Market Cap: $25.22 B
Gurus Holding
5
Popularity Rank
#2040
% of Shares Held
0.93%
Net Activity (Q1 2026)
-$117.72 M

Guru Ownership Trend

Guru Analysis for Fabrinet (FN)

Fabrinet (FN), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $235.6 M.

Top institutional holders include Ken Fisher and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $117.72 M net outflow during the quarter.

Recent activity highlights Ken Fisher who increased their stake by 19.3%. Conversely, Steven Cohen reduced exposure by 62.0%.

Key Holders

Top 5 by Value

$66.11 M
$62.58 M
$37.06 M
$481,363

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$10.73 M
Total Buy Value
New Buys 0
Additions 2
-$128.45 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for Fabrinet (FN)

Major holders include Ken Fisher ($66.11 M), Steven Cohen ($62.58 M), Cliff Asness ($37.06 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 334,731 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $117.72 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited FN. The total reported sell value was $128.45 M.

Yes, 0 managers opened new positions in FN, and 2 increased their existing holdings. The total reported buy value was $10.73 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 19.3% 126,761 $66.11 M Q1 2026
0.08% Reduce -62.0% 120,000 $62.58 M Q1 2026
0.02% Reduce -2.3% 71,849 $37.06 M Q1 2026
0.01% Reduce -47.0% 15,198 $7.93 M Q1 2026
0.00% Add 3.1% 923 $481,363 Q1 2026
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