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Arrowstreet Capital Limited Partnership lowered its holdings in Fabrinet (NYSE: FN) by 15.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 398,650 shares of the technology company's stock after selling 75,252 shares during the period. Arrowstreet Capital
Investors in Fabrinet FN need to pay close attention to the stock based on moves in the options market lately. That is because the Dec. 18, 2026 $220 Call had some of the highest implied volatility of all equity options today.
Andar Capital Management HK Ltd boosted its position in Fabrinet (NYSE: FN) by 137.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 15,000 shares of the technology company's stock after purchasing an additional 8,682 shares during the quarter.
Bessemer Group Inc. raised its holdings in Fabrinet (NYSE: FN) by 6.9% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,480 shares of the technology company's stock after purchasing an additional 2,028 shares during the period. Bessemer Group Inc.
Fabrinet is a critical supplier to the AI and data center ecosystem, yet its stock has lagged AI peers, up just 0.7% YTD. I see recent multiple compression as unwarranted; FN's robust ROIC (mid-30s to low-40s) and sequential growth in optical communications support a Buy rating. Modeling a Q4 revenue beat ($1.31B vs. Street $1.27B) and adjusted EPS of $4.02, I expect a strong report and positive outlook for FY27.
AI data center operators are staring down a bandwidth wall, and the fastest way over it runs through glass, not copper.
The AI boom is reshaping the market well beyond its most obvious beneficiaries—tech, energy, and utilities firms—and some of the best ways to benefit from it have largely gone overlooked. Even within a prominent AI industry like semiconductors, some companies have unique opportunities to serve as pick-and-shovel investments due to their role within the complex AI supply chain.
Fabrinet (NYSE:FN | FN Price Prediction) occupies a peculiar seat in the AI infrastructure trade: it builds the transceivers, lasers, and silicon photonics engines pouring into hyperscale data centers, even though the designs originate elsewhere.
SEC filings for FN aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.