FN

Fabrinet

Technology · Electronic Equipment · GRAND CAYMAN · CIK 0001408710

The business

Fabrinet (NASDAQ: FN) is a global provider of advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers of complex products. The company serves customers in optical communications, automotive, industrial lasers, medical devices, and sensors markets. Fabrinet's website is www.fabrinet.com.

The company operates approximately 3.7 million square feet of facilities globally, with approximately 3.3 million square feet located in Thailand and the remainder in the People's Republic of China, the United States, Israel, and the Cayman Islands. Of this space, approximately 2.9 million square feet are devoted to manufacturing and related activities, including approximately 1.0 million square feet of clean room facilities.

Fabrinet's core service offerings include process design and engineering, advanced optical packaging, printed circuit board assembly and testing, supply chain management, and manufacturing of complex products. The company also designs and fabricates customized optics and glass products, including fiber optic ferrules, laser optics, medical optics, and telecommunications components. In fiscal year 2025, optical communications products represented 76.6% of revenues, while automotive, industrial lasers, and other markets accounted for 23.4%.

The company generated revenues of approximately 3.42 billion in fiscal year 2025, representing an increase from 2.88 billion in fiscal year 2024. Fabrinet maintains dedicated new product introduction centers in Silicon Valley and Israel to support business development and design for manufacturability services before transferring programs to volume manufacturing in Thailand.

Fabrinet's competitive advantages include advanced optical and electro-mechanical manufacturing technologies, an efficient and flexible manufacturing platform located in low-cost geographies, customizable factory-within-a-factory production environments that protect customer intellectual property, vertical integration in customized optics and glass, and proprietary supply chain management tools. The company maintains numerous quality certifications including ISO 9001, ISO 14001, TL 9000, IATF 16949, and AS 9100, among others.

Ownership

Who holds Fabrinet — from fund N-PORT and institutional 13F filings · N-PORT 2026Q1 · 13F 2026-03-31

197
funds hold it
1 of 36
superinvestors hold it
$3.33B
fund-held value

Top fund holders

Fund% of fundValue
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.03%$594.92M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.26%$430.82M
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
VGT · VANGUARD WORLD FUND
0.20%$256.20M
VANGUARD SMALL-CAP GROWTH INDEX FUND
VBK · VANGUARD INDEX FUNDS
0.62%$241.07M
VANGUARD EXTENDED MARKET INDEX FUND
VXF · VANGUARD INDEX FUNDS
0.26%$208.55M

Superinvestors in Fabrinet

Polen CapitalNEW
Polen Capital Management
<0.1%

Share of each manager's reported 13F portfolio.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

15 years of Fabrinet's financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.

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