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WIM INVESTMENT MANAGEMENT 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 2042565

$305.3M

disclosed book value

26

positions

33.5%

largest position share

Positions, as of 2026-06-30

top 26 of 26 · 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

#IssuerSharesValue% of book
1TSLATESLA INC243,230$102.3M33.5%
2METAMETA PLATFORMS INC-CLASS A78,380$44.2M14.5%
3UBERUBER TECHNOLOGIES INC286,088$20.6M6.8%
4ITUBITAU UNIBANCO HLDG S A2.4M$19.6M6.4%
5FIGRFIGURE TECHNOLOGY SOLUTIO552,266$17.0M5.6%
6NETCLOUDFLARE INC66,119$16.2M5.3%
7COINCOINBASE GLOBAL INC104,216$15.2M5%
8TCOMTRIP.COM GROUP LTD-ADR258,550$10.3M3.4%
9INTER & CO INC1.9M$10.1M3.3%
10NVDANVIDIA CORP49,850$10.0M3.3%
11GRALGRAIL INC106,400$7.3M2.4%
12IONQIONQ INC104,700$5.6M1.8%
13PLTRPALANTIR TECHNOLOGIES INC-A37,530$4.4M1.4%
14LEUCENTRUS ENERGY CORP23,850$4.0M1.3%
15ASPIASP ISOTOPES INC541,400$3.4M1.1%
16INFQINFLEQTION INC184,650$2.5M0.8%
17GLWCORNING INC9,125$2.3M0.8%
18LYFTLYFT INC133,700$2.0M0.6%
19XPEVXPENG INC129,800$1.7M0.6%
20QNTQUANTINUUM INC20,000$1.6M0.5%
21VPGVISHAY PRECISION GROUP INC8,760$1.3M0.4%
22BKNGBOOKING HOLDINGS INC5,750$1.0M0.3%
23LITELUMENTUM HLDGS INC1,075$922,4150.3%
24TMCTMC THE METALS COMPANY INC178,800$792,0840.3%
25SEALSQ CORP229,600$723,2400.2%
26COHRCOHERENT CORP880$347,1340.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.