Holders — by stockHoldings — by fund
Franchise GP Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002083646
$215.2M
disclosed book value
39
positions
17.6%
largest position share
Positions, as of 2026-06-30
top 39 of 39 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PDDPDD HOLDINGS INC | 497,860 | $38.0M | 17.6% |
| 2 | AMDADVANCED MICRO DEVICES INC | 37,370 | $21.7M | 10.1% |
| 3 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 44,040 | $21.0M | 9.8% |
| 4 | NVDANVIDIA CORPORATION | 98,619 | $19.7M | 9.2% |
| 5 | YBYUANBAO INC | 1.2M | $18.5M | 8.6% |
| 6 | SNDKSANDISK CORP | 7,520 | $17.1M | 7.9% |
| 7 | MUMICRON TECHNOLOGY INC | 13,380 | $15.4M | 7.2% |
| 8 | AVGOBROADCOM INC | 34,980 | $13.2M | 6.1% |
| 9 | IBITISHARES BITCOIN TRUST ETF | 249,996 | $8.3M | 3.9% |
| 10 | NEBIUS GROUP N.V. | 25,487 | $7.0M | 3.3% |
| 11 | WDCWESTERN DIGITAL CORP | 10,710 | $6.8M | 3.2% |
| 12 | LRCXLAM RESEARCH CORP | 14,660 | $6.4M | 3% |
| 13 | SEAGATE TECHNOLOGY HLDNGS PL | 5,030 | $4.9M | 2.3% |
| 14 | LITELUMENTUM HLDGS INC | 4,600 | $3.9M | 1.8% |
| 15 | TERTERADYNE INC | 5,000 | $2.4M | 1.1% |
| 16 | DELLDELL TECHNOLOGIES INC | 4,950 | $2.1M | 1% |
| 17 | LSCCLATTICE SEMICONDUCTOR CORP | 13,200 | $2.0M | 0.9% |
| 18 | ADIANALOG DEVICES INC | 4,600 | $1.8M | 0.8% |
| 19 | SNOWSNOWFLAKE INC | 3,130 | $796,585 | 0.4% |
| 20 | AMATAPPLIED MATLS INC | 850 | $614,550 | 0.3% |
| 21 | ARMARM HOLDINGS PLC | 1,250 | $443,213 | 0.2% |
| 22 | VTRVENTAS INC | 3,631 | $322,433 | 0.1% |
| 23 | PHMPULTE GROUP INC | 1,960 | $268,932 | 0.1% |
| 24 | AHRAMERICAN HEALTHCARE REIT INC | 4,838 | $252,302 | 0.1% |
| 25 | CTRECARETRUST REIT INC | 5,738 | $231,529 | 0.1% |
| 26 | WELLWELLTOWER INC | 988 | $224,246 | 0.1% |
| 27 | ETHAISHARES ETHEREUM TR | 16,750 | $199,158 | 0.1% |
| 28 | DHID R HORTON INC | 1,077 | $175,422 | 0.1% |
| 29 | NOKNOKIA CORP | 13,190 | $175,163 | 0.1% |
| 30 | DLRDIGITAL RLTY TR INC | 938 | $168,446 | 0.1% |
| 31 | GDSGDS HLDGS LTD | 4,640 | $139,339 | 0.1% |
| 32 | COLDAMERICOLD REALTY TRUST INC | 8,730 | $137,236 | 0.1% |
| 33 | HSTHOST HOTELS & RESORTS INC | 5,395 | $127,916 | 0.1% |
| 34 | BMNRBITMINE IMMERSION TECHS INC | 9,200 | $122,452 | 0.1% |
| 35 | IRMIRON MTN INC DEL | 815 | $102,943 | 0% |
| 36 | EQIXEQUINIX INC | 80 | $83,391 | 0% |
| 37 | VICIVICI PPTYS INC | 2,296 | $60,959 | 0% |
| 38 | BEKEKE HLDGS INC | 4,000 | $58,120 | 0% |
| 39 | CRCLCIRCLE INTERNET GROUP INC | 870 | $54,488 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.