Follow-The-Filings

Security · featured owners

FN Fabrinet

Information Technology SHS Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 3.4%
  • $774M
  • 4 add 1 reduce

FN (Fabrinet) is held in 5 featured 13F books as of 2026 Q2. Alex Sacerdote - Whale Rock Capital Management is the largest tracked holder by portfolio weight (3.4%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.4% (Alex Sacerdote - Whale Rock Capital Management) · not free-float ownership

  1. Alex Sacerdote add 3.4%
  2. Henry Ellenbogen add 3.3%
  3. Torray Investment Partners reduce 0.45%
  4. First Eagle Investment Manage... add 0.02%
  5. Polen Capital Management add 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 3.4% Add +21.8% 744,765 $419M history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 3.3% Add +178.7% 603,340 $339M history
First Eagle Investment Management 2026 Q2 0.02% Add +35.4% 20,576 $12M history
Torray Investment Partners 2026 Q2 0.45% Reduce −15.2% 5,994 $3M history
Polen Capital Management 2026 Q2 0.01% Add +8.1% 2,087 $1M history

SEC filings

Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-K
8-K 1.01,2.02,2.03,5.02,9.01
10-Q
8-K 2.02,9.01
10-Q
8-K 2.02,9.01
8-K 5.07
10-Q
8-K 2.02,9.01
DEFA14A

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Sep 3, 2026
4 Period Aug 24, 2026 · 4 forms
4 Period Aug 21, 2026 · 4 forms
4 Period Aug 20, 2026 · 4 forms
4 Period Aug 11, 2026 · 4 forms
4 Period May 22, 2026
4 Period Feb 25, 2026
4 Period Dec 11, 2025 · 5 forms
4 Period Dec 4, 2025

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $2.65B $2.88B $3.42B $4.64B
Gross profit $336.27M $356.12M $413.35M $556.51M
Gross margin * 12.7% 12.4% 12.1% 12.0%
Net income $247.91M $296.18M $332.53M $473.03M
Net margin * 9.4% 10.3% 9.7% 10.2%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.65B $2.01B $2.43B $3.16B
Total non-current assets $327.11M $325.83M $402.59M $751.25M
Total assets $1.98B $2.34B $2.83B $3.91B
Total current liabilities $0.482B $0.558B $0.81B $1.4B
Total non-current liabilities $29.1M $34.83M $39.78M $54.08M
Total equity $1.47B $1.75B $1.98B $2.45B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $213.31M $413.15M $328.36M $256.72M
Cash from investing -$98.72M -$169.75M -$286.3M -$183.58M
Cash from financing -$80.98M -$64.85M -$147.01M -$30.69M
Net change in cash * $33.61M $178.54M -$104.94M $42.46M

ownership over time

filing count by report period · click a bar for that quarter’s holders