account_balance
Investment manager · 13F filer · SEC CIK 2083646
Franchise GP Ltd
Reported value$236Mas of Sep 30, 2026
Positions42 9 new, 6 sold out
Top 10 weight73.8%PDD alone is 11%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PDDPDD Holdings Inc.
11.5%Trimmed −30%
TMVDirexion Shares ETF Trust
10.2%New
PBRPetrobras - Petroleo Brasileiro SA
7.5%New
NVDANVIDIA Corp
7.2%Trimmed −24%
AMDAdvanced Micro Devices Inc
7.0%Trimmed −28%
MUMicron Technology Inc
6.4%Added +6%
YBYuanbao Inc.
6.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.3%Trimmed −26%
LITELumentum Holdings Inc.
5.7%Added +202%
SNDKSandisk Corp
5.6%
IBITiShares Bitcoin Trust ETF
4.6%Trimmed −7%
AVGOBroadcom Inc.
3.4%
PDDPDD Holdings Inc.
11.5%Trimmed −30%
TMVDirexion Shares ETF Trust
10.2%New
PBRPetrobras - Petroleo Brasileiro SA
7.5%New
NVDANVIDIA Corp
7.2%−24%
AMDAdvanced Micro Devices Inc
7.0%−28%
MUMicron Technology Inc
6.4%
YBYuanbao Inc.
6.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.3%
LITELumentum Holdings Inc.
5.7%
SNDKSandisk Corp
5.6%
IBIT4.6%AVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PDD PDD Holdings Inc. 11.5% Trimmed −30%
TMV Direxion Shares ETF Trust 10.2% New
PBR Petrobras - Petroleo Brasileiro SA 7.5% NewNVDA NVIDIA Corp 7.2% Trimmed −24%AMD Advanced Micro Devices Inc 7.0% Trimmed −28%MU Micron Technology Inc 6.4% Added +6%YB Yuanbao Inc. 6.4% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 6.3% Trimmed −26%LITE Lumentum Holdings Inc. 5.7% Added +202%SNDK Sandisk Corp 5.6% HeldIBIT iShares Bitcoin Trust ETF 4.6% Trimmed −7%AVGO Broadcom Inc. 3.4% Trimmed −34%What changed
Biggest moves since Jun 30, 2026
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