HVCM
FRMI

Hel Ved Capital Management’s Fermi Inc FRMI Stock Holding History

Hel Ved Capital Management’s Portfolio FRMI Stock Details FRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-272,800
Closed -$2.18M – 81
2025
Q4 		$2.18M Buy
+272,800
New +$5.32M 0.59% 42

Other funds holding FRMI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Hel Ved Capital Management's FRMI Position: Q1 2026 in Review

Hel Ved Capital Management sold out of Fermi Inc (FRMI) in Q1 2026, closing a stake of 272,800 shares — an estimated $2.18M sold.

Hel Ved Capital Management first reported a position in FRMI in Q4 2025 and held it in 1 quarter. The position peaked at $2.18M in Q4 2025. 211 funds tracked by Wall St. Rank hold FRMI as of Q1 2026.

  • Hel Ved Capital Management reported no remaining Fermi Inc position as of Q1 2026 after selling out during the quarter.
  • Hel Ved Capital Management sold 272,800 Fermi Inc shares in Q1 2026, an estimated $2.18M.
  • Hel Ved Capital Management first reported a position in Fermi Inc in Q4 2025 and held it in 1 quarter.
  • Hel Ved Capital Management's Fermi Inc position peaked at $2.18M in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Fermi Inc as of Q1 2026.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.