Ownership history in WASATCH ADVISORS LP Β· 60 quarters on record
This page tracks every 13F SEC filing in which WASATCH ADVISORS LP reported a position in Fabrinet SHS (FN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WASATCH ADVISORS LP outperformed the S&P 500 by +13.5% annually on this FN position. Timing score: 59% (35/59 decisions correct). Average cost basis: $79.96. Maximum drawdown during holding period: β52.3%.
π₯ Exceptional β beat the S&P 500 by 13.5% per year on this position.
59 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
35 of 59 add/trim decisions correct
Best entry: $11.59 (2012 Q3) Β· Worst: $294.68 (2025 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
28 adds Β· 32 trims. Bought during 12 of 21 down-price quarters. π Predominantly trimming β distribution phase.
π WASATCH ADVISORS LP has been actively increasing its FN allocation β a bullish signal from insiders.
Currently 2.23% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size