13FPulse
FN

FN Fabrinet

2026Q2 · CUSIP G3323L100 · Optical · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
736
Institutions that reported holding it to the SEC
Net increase in holders
+75
Last quarter 661 → now 736
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

736 funds held FN at the end of 2026Q2, up 75 from the quarter before. That is stronger buying than 97.2% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.6B(YoY +35.7%), return on equity is 19.3%. FN has had 23 buying rushes in its history. It sits in the Technology sector, tagged Optical.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=103 2013Q4: holders=114 2014Q1: holders=118 2014Q2: holders=129 2014Q3: holders=119 2014Q4: holders=116 2015Q1: holders=120 2015Q2: holders=127 2015Q3: holders=142 2015Q4: holders=159 2016Q1: holders=178 2016Q2: holders=196 2016Q3: holders=225 2016Q4: holders=231 2017Q1: holders=233 2017Q2: holders=217 2017Q3: holders=200 2017Q4: holders=199 2018Q1: holders=182 2018Q2: holders=185 2018Q3: holders=210 2018Q4: holders=237 2019Q1: holders=250 2019Q2: holders=220 2019Q3: holders=215 2019Q4: holders=208 2020Q1: holders=205 2020Q2: holders=212 2020Q3: holders=204 2020Q4: holders=205 2021Q1: holders=220 2021Q2: holders=225 2021Q3: holders=239 2021Q4: holders=270 2022Q1: holders=257 2022Q2: holders=246 2022Q3: holders=253 2022Q4: holders=296 2023Q1: holders=309 2023Q2: holders=292 2023Q3: holders=327 2023Q4: holders=363 2024Q1: holders=406 2024Q2: holders=434 2024Q3: holders=471 2024Q4: holders=454 2025Q1: holders=453 2025Q2: holders=457 2025Q3: holders=511 2025Q4: holders=578 2026Q1: holders=661 2026Q2: holders=736 -83 -41.5 +0 +41.5 +83 92433773 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 23 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5%
2025Q4 Top 10%
2025Q3 Top 5%
2024Q3 Top 10%
2024Q2 Top 10%
2024Q1 Top 5%
2023Q4 Top 20%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
303
Change in large funds
+69
Total value they hold
$20.3B
Funds buying for the first time
178
Funds that sold out entirely
103
Price change that quarter
Funds holding puts (bearish)
12
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$13.05
EPS YoY
+42.3%
Revenue (TTM)
$4.6B
Revenue YoY
+35.7%
Net margin
10.2%
ROE
19.3%
Debt ratio
37.3%
FCF (TTM)
$4M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-24: EPS 1.20 2021-12-24: EPS 1.30 2022-03-25: EPS 1.35 2022-06-24: EPS 1.51 2022-09-30: EPS 1.76 2022-12-30: EPS 1.71 2023-03-31: EPS 1.60 2023-06-30: EPS 1.66 2023-09-29: EPS 1.78 2023-12-29: EPS 1.89 2024-03-29: EPS 2.21 2024-06-28: EPS 2.22 2024-09-27: EPS 2.13 2024-12-27: EPS 2.38 2025-03-28: EPS 2.25 2025-06-27: EPS 2.41 2025-09-26: EPS 2.66 2025-12-26: EPS 3.11 2026-03-27: EPS 3.45 2026-06-26: EPS 3.83 0B 0.7B 1.3B $B 0.00 2.11 4.21 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-28M53M134M 20162017201820192020202120222023202420252026
Latest quarter $-11M (2026-03-27)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-26 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.