Franchise GP Ltd: 13F holdings
CIK 20836462026Q2
| Positions | 39 |
|---|---|
| Reported value | $215.2m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PDD PDD HOLDINGS INC | 497,860 | $38.0m | 17.6% |
| AMD ADVANCED MICRO DEVICES INC | 37,370 | $21.7m | 10.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 44,040 | $21.0m | 9.8% |
| NVDA NVIDIA CORPORATION | 98,619 | $19.7m | 9.2% |
| YUANBAO INC | 1,214,593 | $18.5m | 8.6% |
| SNDK SANDISK CORP | 7,520 | $17.1m | 7.9% |
| MU MICRON TECHNOLOGY INC | 13,380 | $15.4m | 7.2% |
| AVGO BROADCOM INC | 34,980 | $13.2m | 6.1% |
| IBIT ISHARES BITCOIN TRUST ETF | 249,996 | $8.3m | 3.9% |
| NBIS NEBIUS GROUP N.V. | 25,487 | $7.0m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2083646")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.