Holders — by stockHoldings — by fund

Framtiden Holdings Management Co LLC

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 0002112734

$165.0M

disclosed book value

positions

28.6%

largest position share

Positions, as of 2026-06-30

top 6 of 6 · 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	HRBBLOCK H & R INC	1.1M	$47.2M	28.6%
2	KMXCARMAX INC	610,000	$34.4M	20.8%
3	STZCONSTELLATION BRANDS INC	165,000	$27.8M	16.9%
4	CHKPCHECK POINT SOFTWARE TECHNOLOGY LT	145,000	$23.7M	14.3%
5	GOOGALPHABET INC	50,100	$17.7M	10.7%
6	RTXRTX CORPORATION	75,000	$14.2M	8.6%

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.