§ ELECTRICAL EQUIPMENT
USD · Electrical EquipmentFN
FABRINET
USDSector · Electrical EquipmentBeta · 1.09
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 460.00HIGH 467.37LOW 455.4452W 148.55 — 632.99
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
445 increased/new, 250 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 53.0 | P/B | 5.33 |
| EPS (TTM) | 10.43 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 5.6M | 0.1% | −0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | n/a | n/a |
| Fidelity Management | 2.1M | 0.1% | −9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | n/a | n/a |
| State Street | 1.3M | 0.0% | +2% |
| Geode Capital Management | 1.2M | 0.0% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for FN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER54.2% · 526 holders
PASSIVE / INDEX23.5% · 11 holders
QUALITY / COMPOUNDER19.7% · 37 holders
DEALER / BANK13.9% · 45 holders
INCOME / DEFENSIVE1.8% · 29 holders
SYSTEMATIC / QUANT1.6% · 10 holders
GROWTH / MOMENTUM1.3% · 2 holders
TACTICAL / MACRO0.7% · 6 holders
DEEP VALUE0.1% · 1 holder
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FN in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FN yet.