Vault-13

WIM INVESTMENT MANAGEMENT Ltd

HONG KONG, K3 · CIK 2042565 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$305.3m reported value -9.5% vs Q1 2026
26positions
87.0%in top 10
9 new 4 added 5 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 TESLA INC COM TSLA TSLA 243,230 $102.3m33.51% 33.51% UnchangedShares held: Q3 2025 277.4k, Q4 2025 277.4k, Q1 2026 243.2k, Q2 2026 243.2k
2 META PLATFORMS INC CL A META META 78,380 $44.2m14.46% 14.46% UnchangedShares held: Q3 2025 63.6k, Q4 2025 66.5k, Q1 2026 78.4k, Q2 2026 78.4k
3 UBER TECHNOLOGIES INC COM UBER UBER 286,088 $20.6m6.76% 6.76% AddedShares held: Q3 2025 238.2k, Q4 2025 273.7k, Q1 2026 273.7k, Q2 2026 286.1k +12.4k +12,400 4.5%
4 ITAU UNIBANCO HLDG S A SPON ADR REP PFD ITUB ITUB 2,398,610 $19.6m6.42% 6.42% UnchangedShares held: Q3 2025 958.5k, Q4 2025 1.7m, Q1 2026 2.4m, Q2 2026 2.4m
5 FIGURE TECHNOLOGY SOLUTIO COM CL A FIGR FIGR 552,266 $17.0m5.56% 5.56% ReducedShares held: Q3 2025 485.3k, Q4 2025 745.3k, Q1 2026 593.1k, Q2 2026 552.3k -40.9k -40,850 -6.9%
6 CLOUDFLARE INC CL A COM NET NET 66,119 $16.2m5.31% 5.31% ReducedShares held: Q3 2025 227.7k, Q4 2025 227.7k, Q1 2026 227.7k, Q2 2026 66.1k -161.6k -161,630 -71.0%
7 COINBASE GLOBAL INC COM CL A COIN COIN 104,216 $15.2m4.99% 4.99% UnchangedShares held: Q3 2025 92.9k, Q4 2025 104.2k, Q1 2026 104.2k, Q2 2026 104.2k
8 TRIP COM GROUP LTD ADS TCOM TCOM 258,550 $10.3m3.37% 3.37% UnchangedShares held: Q3 2025 258.6k, Q4 2025 258.6k, Q1 2026 258.6k, Q2 2026 258.6k
9 INTER & CO INC CLASS A COM INTR INTR 1,853,600 $10.1m3.30% 3.30% AddedShares held: Q3 2025 981.4k, Q4 2025 1.4m, Q1 2026 1.6m, Q2 2026 1.9m +257.2k +257,200 16.1%
10 NVIDIA CORPORATION COM NVDA NVDA 49,850 $10.0m3.27% 3.27% ReducedShares held: Q3 2025 111.0k, Q4 2025 66.5k, Q1 2026 66.5k, Q2 2026 49.9k -16.6k -16,600 -25.0%
11 GRAIL INC COM GRAL GRAL 106,400 $7.3m2.38% 2.38% UnchangedShares held: Q3 2025 63.0k, Q4 2025 106.4k, Q1 2026 106.4k, Q2 2026 106.4k
12 IONQ INC COM IONQ IONQ 104,700 $5.6m1.83% 1.83% AddedShares held: Q3 2025 0, Q4 2025 87.7k, Q1 2026 87.7k, Q2 2026 104.7k +17.0k +17,000 19.4%
13 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 37,530 $4.4m1.43% 1.43% AddedShares held: Q3 2025 25.0k, Q4 2025 25.0k, Q1 2026 25.0k, Q2 2026 37.5k +12.5k +12,500 49.9%
14 CENTRUS ENERGY CORP CL A LEU LEU 23,850 $4.0m1.31% 1.31% UnchangedShares held: Q3 2025 0, Q4 2025 20.4k, Q1 2026 23.9k, Q2 2026 23.9k
15 ASP ISOTOPES INC COM ASPI ASPI 541,400 $3.4m1.10% 1.10% ReducedShares held: Q3 2025 0, Q4 2025 601.4k, Q1 2026 601.4k, Q2 2026 541.4k -60.0k -60,000 -10.0%
16 INFLEQTION INC COM SHS INFQ INFQ 184,650 $2.5m0.81% 0.81% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 246.2k, Q2 2026 184.7k -61.5k -61,550 -25.0%
17 CORNING INC COM GLW GLW 9,125 $2.3m0.76% 0.76% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 9.1k
18 LYFT INC CL A COM LYFT LYFT 133,700 $2.0m0.64% 0.64% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 133.7k
19 XPENG INC ADS XPEV XPEV 129,800 $1.7m0.56% 0.56% UnchangedShares held: Q3 2025 0, Q4 2025 87.5k, Q1 2026 129.8k, Q2 2026 129.8k
20 QUANTINUUM INC CL A COM QNT QNT 20,000 $1.6m0.54% 0.54% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 20.0k
21 VISHAY PRECISION GROUP INC COM VPG VPG 8,760 $1.3m0.43% 0.43% NewShares held: Q3 2025 35.9k, Q4 2025 0, Q1 2026 0, Q2 2026 8.8k
22 BOOKING HOLDINGS INC COM BKNG BKNG 5,750 $1.0m0.34% 0.34% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 5.8k
23 LUMENTUM HLDGS INC COM LITE LITE 1,075 $922.4k0.30% 0.30% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.1k
24 TMC THE METALS COMPANY INC COM TMC TMC 178,800 $792.1k0.26% 0.26% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 178.8k
25 SEALSQ CORP ORD SHS LAES LAES 229,600 $723.2k0.24% 0.24% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 229.6k
26 COHERENT CORP COM COHR COHR 880 $347.1k0.11% 0.11% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 880

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
ECHOSTAR CORP ECHO ECHO 71,700 $8.4m71.7k shares
ALPHABET INC GOOG GOOG 22,720 $6.5m22.7k shares
SPDR GOLD TR GLD GLD 4,071 $1.8m4.1k shares