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Franchise GP Ltd Portfolio
$235.6M across 42 positions as of 2026-09-30, with 74% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| PDDPDD Holdings Inc | $27M | 11.5% | 346,930 |
| DIREXION SHARES ETF TRUST | $24M | 10.2% | 480,140 |
| PBRPetroleo Brasileiro SA Petrobras | $17.7M | 7.5% | 929,940 |
| NVDANVIDIA Corp | $17.1M | 7.2% | 74,680 |
| AMDAdvanced Micro Devices Inc | $16.5M | 7.0% | 27,040 |
| MUMicron Technology Inc | $15.1M | 6.4% | 14,200 |
| YUANBAO INC | $15.1M | 6.4% | 1,214,593 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $14.8M | 6.3% | 32,460 |
| LITELumentum Holdings Inc | $13.5M | 5.7% | 13,880 |
| SNDKSandisk Corp | $13.2M | 5.6% | 7,570 |
| IBITiShares Bitcoin Trust ETF | $11M | 4.6% | 231,433 |
| AVGOBroadcom Inc | $8.1M | 3.4% | 23,000 |
| LRCXLam Research Corp | $7.2M | 3.1% | 21,970 |
| USOUNITED STS OIL FD LP | $6M | 2.5% | 40,870 |
| PLTRPalantir Technologies Inc | $5.7M | 2.4% | 30,207 |
| TERTeradyne Inc | $4.3M | 1.8% | 10,660 |
| SEAGATE TECHNOLOGY HLDNGS PL | $4.2M | 1.8% | 4,560 |
| FUTU HLDGS LTD | $4M | 1.7% | 36,520 |
| WDCWestern Digital Corp | $3M | 1.3% | 6,520 |
| ASML HLDG NV | $2.9M | 1.2% | 1,582 |
| APHAmphenol Corp | $1.4M | 0.6% | 16,720 |
| AMATApplied Materials Inc | $434.7K | 0.2% | 850 |
| ARMArm Holdings PLC | $362.1K | 0.2% | 1,250 |
| ETHAiShares Ethereum Trust ETF | $337K | 0.1% | 16,750 |
| EQIXEquinix Inc | $263K | 0.1% | 260 |
| VTRVentas Inc | $258.5K | 0.1% | 3,040 |
| WELLWelltower Inc | $247.5K | 0.1% | 1,075 |
| BMNRBitmine Immersion Technologies Inc | $243.2K | 0.1% | 9,200 |
| PHMPultegroup Inc | $227.5K | 0.1% | 1,960 |
| IRMIron Mountain Inc | $223.6K | 0.1% | 2,015 |
| DHID.R. Horton Inc | $215.5K | 0.1% | 1,577 |
| CTRECareTrust REIT Inc | $197.2K | 0.1% | 5,390 |
| AMERICAN HEALTHCARE REIT INC | $184.5K | 0.1% | 3,600 |
| DLRDigital Realty Trust Inc | $184.3K | 0.1% | 1,050 |
| GDS HLDGS LTD | $144.9K | 0.1% | 4,640 |
| NOKNokia Oyj | $133.7K | 0.1% | 13,190 |
| COLDAmericold Realty Trust Inc | $113.7K | 0.0% | 8,130 |
| AMTAmerican Tower Corp | $104.8K | 0.0% | 640 |
| CRCLCircle Internet Group Inc | $71.5K | 0.0% | 870 |
| MAAMid-America Apartment Communities Inc | $70.6K | 0.0% | 600 |
| VICIVICI Properties Inc | $52.7K | 0.0% | 2,296 |
| HSTHost Hotels and Resorts, Inc | $10.3K | 0.0% | 460 |
Quarter ending 2026-09-30.
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