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What smart money is saying about Fabrinet

FN · Technology · Hardware, Equipment & Parts · Market cap $16.88B

5 funds in our archive have pitched Fabrinet — most recently ClearBridge Investments SMID Cap Growth Strategy in June 2026.

Company profile

Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe. The company offers a range of advanced optical and electro-mechanical capabilities in the manufacturing process, including process design and engineering, supply chain management, manufacturing, printed circuit board assembly, packaging, integration, final assembly, and testing. Its products include switching products, including reconfigurable optical add-drop multiplexers, optical amplifiers, modulators, and other optical components and modules that enable network managers to route voice, video, and data communications traffic through fiber optic cables at various wavelengths, speeds, and over various distances. The company’s products also comprise transceivers, tunable lasers, and transponders; and active optical cables, which provide high-speed interconnect capabilities for data centers and computing clusters, as well as Infiniband, Ethernet, fiber channel, and optical backplane connectivity. In addition, it provides solid state, diode-pumped, gas, and fiber lasers used in semiconductor processing, biotechnology and medical device, metrology, and material processing industries; and differential pressure, micro-gyro, fuel, and other sensors used in automobiles, as well as non-contact temperature measurement sensors for the medical industry. Further, the company designs and fabricates application-specific crystals, lenses, prisms, mirrors, laser components, and substrates; and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products. It serves original equipment manufacturers of optical communication components, modules and sub-systems, industrial lasers, automotive components, medical devices, and sensors. The company was incorporated in 1999 and is based in George Town, the Cayman Islands.

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Summarize with Warren AI
4
Reported positions
1
Bought
1
Sold
8
Letters

Position history

Between Q4 2024 and Q2 2026, 4 fund letters reported a position in Fabrinet1 opened or added to the position, 1 trimmed or exited.

Fund letters reporting a position in Fabrinet, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263111
Q1 20261001
Q4 20250001
Q2 20250001
Q4 20240001

Fund activity · 4 positions · 2 moves

  • New positionClearBridge Investments SMID Cap Growth Strategy
    June 2026
    In IT, we added Fabrinet and MACOM Technology Solutions to increase exposure to AI networking and data connectivity growth.
    Read the letterFabrinet
  • ExitedArtisan Partners Non-U.S. Small-Mid Growth Strategy
    June 2026
    and former portfolio holding Fabrinet (sold in Q1 on valuation after a nearly six-fold appreciation since our initial investment in August 2020).
    Read the letterFabrinet
  • HoldsHL Global Equity ADR
    May 2026

    Listed in HL Global Equity ADR’s reported holdings.

    Read the letterFabrinet
  • HoldsHarding Loevner
    March 2026

    Listed in Harding Loevner’s reported holdings.

    Read the letterFabrinet

Fund coverage · 5 theses

  • ClearBridge Investments SMID Cap Growth Strategy
    June 2026

    Fabrinet is a leading contract manufacturer of optical communications components, benefiting from AI-driven demand for data center and telecom networking.

    Read the full thesis
  • FPA Queens Road Small Cap Value Fund
    March 2026

    Fabrinet is a niche optical networking contract manufacturer with strong growth, expanding margins, data center tailwinds, and long-term compounder potential.

    Read the full thesis
  • WS Amati Global Innovation Fund
    December 2025

    Fabrinet is a contract manufacturer well positioned to benefit from accelerating adoption of optical communications in data centers by supplying all key players.

    Read the full thesis
  • LRT Capital Management
    June 2025

    Fabrinet has established itself as an indispensable, high-precision manufacturing partner for leading OEMs by mastering complex optical and electro-mechanical production, securing strong growth from secular tech trends and creating formidable switching costs through deep integration and engineering excellence.

    Read the full thesis
  • Polen US Small Company Growth
    December 2024

    Fabrinet is a leader in advanced optical and precision electromechanical manufacturing, positioned for strong growth due to favorable market trends and its relationship with NVIDIA.

    Read the full thesis

Read every full thesis on Fabrinet

Unlock all 5 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

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