Franchise GP Ltd 13F holdings
Franchise GP Ltd reported 39 positions with a total reported value of $215.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-22. Top holdings by reported value: PDD PDD HOLDINGS INC (17.6%), AMD ADVANCED MICRO DEVICES INC (10.1%), TSM TAIWAN SEMICONDUCTOR MANUFAC (9.8%), NVDA NVIDIA CORPORATION (9.2%), YB YUANBAO INC (8.6%). Against 2026-03-31 it opened 13 new positions and exited 10. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 39 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| 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% |
| YB 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% |
| WDC WESTERN DIGITAL CORP | 10,710 | $6.8M | 3.2% |
| LRCX LAM RESEARCH CORP | 14,660 | $6.4M | 3.0% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | 5,030 | $4.9M | 2.3% |
| LITE LUMENTUM HLDGS INC | 4,600 | $3.9M | 1.8% |
| TER TERADYNE INC | 5,000 | $2.4M | 1.1% |
| DELL DELL TECHNOLOGIES INC | 4,950 | $2.1M | 1.0% |
| LSCC LATTICE SEMICONDUCTOR CORP | 13,200 | $2.0M | 0.9% |
| ADI ANALOG DEVICES INC | 4,600 | $1.8M | 0.8% |
| SNOW SNOWFLAKE INC | 3,130 | $796.6K | 0.4% |
| APPLIED MATLS INC | 850 | $614.5K | 0.3% |
| ARM ARM HOLDINGS PLC | 1,250 | $443.2K | 0.2% |
| VTR VENTAS INC | 3,631 | $322.4K | 0.1% |
| PHM PULTE GROUP INC | 1,960 | $268.9K | 0.1% |
| AHR AMERICAN HEALTHCARE REIT INC | 4,838 | $252.3K | 0.1% |
| CTRE CARETRUST REIT INC | 5,738 | $231.5K | 0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 13 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NBIS NEBIUS GROUP N.V. | 25,487 | $7.0M | 3.3% |
| WDC WESTERN DIGITAL CORP | 10,710 | $6.8M | 3.2% |
| LRCX LAM RESEARCH CORP | 14,660 | $6.4M | 3.0% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | 5,030 | $4.9M | 2.3% |
| DELL DELL TECHNOLOGIES INC | 4,950 | $2.1M | 1.0% |
| LSCC LATTICE SEMICONDUCTOR CORP | 13,200 | $2.0M | 0.9% |
| ADI ANALOG DEVICES INC | 4,600 | $1.8M | 0.8% |
| SNOW SNOWFLAKE INC | 3,130 | $796.6K | 0.4% |
| APPLIED MATLS INC | 850 | $614.5K | 0.3% |
| ARM ARM HOLDINGS PLC | 1,250 | $443.2K | 0.2% |
| CTRE CARETRUST REIT INC | 5,738 | $231.5K | 0.1% |
| NOK NOKIA CORP | 13,190 | $175.2K | <0.1% |
| GDS GDS HLDGS LTD | 4,640 | $139.3K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 10 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| PETROLEO BRASILEIRO S A | 852,338 | $17.7M | 6.5% |
| GOOGL ALPHABET INC | 31,720 | $9.1M | 3.3% |
| META META PLATFORMS CL A ORD | 8,550 | $4.9M | 1.8% |
| FUTU FUTU HLDGS LTD | 29,330 | $4.0M | 1.5% |
| VRT VERTIV HOLDINGS CO | 12,605 | $3.2M | 1.2% |
| RBLX ROBLOX CORP | 30,000 | $1.7M | 0.6% |
| PLTR PALANTIR TECHNOLOGIES INC | 10,400 | $1.5M | 0.6% |
| APH AMPHENOL CORP | 11,650 | $1.5M | 0.5% |
| LLY ELI LILLY & CO | 1,000 | $919.8K | 0.3% |
| APP APPLOVIN CORP | 277 | $110.2K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMD ADVANCED MICRO DEVICES INC | 10,480 | 37,370 | +256.6% | $21.7M |
| YB YUANBAO INC | 533,837 | 1,214,593 | +127.5% | $18.5M |
| IBIT ISHARES BITCOIN TRUST ETF | 3,993 | 249,996 | +6,160.9% | $8.3M |
| SNDK SANDISK CORP | 4,290 | 7,520 | +75.3% | $17.1M |
| MU MICRON TECHNOLOGY INC | 8,310 | 13,380 | +61.0% | $15.4M |
| VTR VENTAS INC | 500 | 3,631 | +626.2% | $322.4K |
| AVGO BROADCOM INC | 34,360 | 34,980 | +1.8% | $13.2M |
| AHR AMERICAN HEALTHCARE REIT INC | 1,575 | 4,838 | +207.2% | $252.3K |
| WELL WELLTOWER INC | 449 | 988 | +120.0% | $224.2K |
| ETHA ISHARES ETHEREUM TR | 7,450 | 16,750 | +124.8% | $199.2K |
| BMNR BITMINE IMMERSION TECHS INC | 4,400 | 9,200 | +109.1% | $122.5K |
| IRON MTN INC DEL | 455 | 815 | +79.1% | $102.9K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NVDA NVIDIA CORPORATION | 326,370 | 98,619 | -69.8% | $19.7M |
| CRCL CIRCLE INTERNET GROUP INC | 443,713 | 870 | -99.8% | $54.5K |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 96,680 | 44,040 | -54.4% | $21.0M |
| LITE LUMENTUM HLDGS INC | 19,150 | 4,600 | -76.0% | $3.9M |
| EQIX EQUINIX INC | 267 | 80 | -70.0% | $83.4K |
| HST HOST HOTELS & RESORTS INC | 11,395 | 5,395 | -52.7% | $127.9K |
| DIGITAL RLTY TR INC | 1,268 | 938 | -26.0% | $168.4K |
CIK 2083646 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
