Franchise GP Ltd
GRAND CAYMAN, E9 · CIK 2083646 · 13F filing filed 2026-07-22
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.
$215.2m
reported value
-20.9% vs Q1 2026
39positions
83.7%in top 10
13 new
12 added
7 reduced
10 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).
| Security | Value | Change |
|---|---|---|
| PDD HOLDINGS INC PDD | $38.0m17.64% | Unchanged |
| ADVANCED MICRO DEVICES INC AMD | $21.7m10.09% | Added +26.9k |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $21.0m9.77% | Reduced -52.6k |
| NVIDIA CORPORATION NVDA | $19.7m9.17% | Reduced -227.8k |
| YUANBAO INC YB | $18.5m8.60% | Added +680.8k |
| SANDISK CORP SNDK | $17.1m7.94% | Added +3.2k |
| MICRON TECHNOLOGY INC MU | $15.4m7.18% | Added +5.1k |
| BROADCOM INC AVGO | $13.2m6.14% | Added +620 |
| ISHARES BITCOIN TRUST ETF IBIT | $8.3m3.87% | Added +246.0k |
| NEBIUS GROUP N.V. NBIS | $7.0m3.27% | New |
| WESTERN DIGITAL CORP WDC | $6.8m3.18% | New |
| LAM RESEARCH CORP LRCX | $6.4m2.95% | New |
| SEAGATE TECHNOLOGY HLDNGS PL STX | $4.9m2.26% | New |
| LUMENTUM HLDGS INC LITE | $3.9m1.83% | Reduced -14.6k |
| TERADYNE INC TER | $2.4m1.12% | Unchanged |
| DELL TECHNOLOGIES INC DELL | $2.1m0.99% | New |
| LATTICE SEMICONDUCTOR CORP LSCC | $2.0m0.94% | New |
| ANALOG DEVICES INC ADI | $1.8m0.85% | New |
| SNOWFLAKE INC SNOW | $796.6k0.37% | New |
| APPLIED MATLS INC AMAT | $614.5k0.29% | New |
| ARM HOLDINGS PLC ARM | $443.2k0.21% | New |
| VENTAS INC VTR | $322.4k0.15% | Added +3.1k |
| PULTE GROUP INC PHM | $268.9k0.12% | Unchanged |
| AMERICAN HEALTHCARE REIT INC AHR | $252.3k0.12% | Added +3.3k |
| CARETRUST REIT INC CTRE | $231.5k0.11% | New |
| WELLTOWER INC WELL | $224.2k0.10% | Added +539 |
| ISHARES ETHEREUM TR ETHA | $199.2k0.09% | Added +9.3k |
| D R HORTON INC DHI | $175.4k0.08% | Unchanged |
| NOKIA CORP NOK | $175.2k0.08% | New |
| DIGITAL RLTY TR INC DLR | $168.4k0.08% | Reduced -330 |
| GDS HLDGS LTD GDS | $139.3k0.06% | New |
| AMERICOLD REALTY TRUST INC COLD | $137.2k0.06% | Unchanged |
| HOST HOTELS & RESORTS INC HST | $127.9k0.06% | Reduced -6.0k |
| BITMINE IMMERSION TECNOLOGIE BMNR | $122.5k0.06% | Added +4.8k |
| IRON MTN INC DEL IRM | $102.9k0.05% | Added +360 |
| EQUINIX INC EQIX | $83.4k0.04% | Reduced -187 |
| VICI PPTYS INC VICI | $61.0k0.03% | Unchanged |
| KE HLDGS INC BEKE | $58.1k0.03% | Unchanged |
| CIRCLE INTERNET GROUP INC CRCL | $54.5k0.03% | Reduced -442.8k |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| PETROLEO BRASILEIRO SA PETRO PBR | $17.7m852.3k shares |
| ALPHABET INC GOOG | $9.1m31.7k shares |
| META PLATFORMS INC META | $4.9m8.6k shares |
| FUTU HLDGS LTD FUTU | $4.0m29.3k shares |
| VERTIV HOLDINGS CO VRT | $3.2m12.6k shares |
| ROBLOX CORP RBLX | $1.7m30.0k shares |
| PALANTIR TECHNOLOGIES INC PLTR | $1.5m10.4k shares |
| AMPHENOL CORP APH | $1.5m11.7k shares |
| ELI LILLY & CO LLY | $919.8k1.0k shares |
| APPLOVIN CORP APP | $110.2k277 shares |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| YUANBAO INC YB · 13G · filed 2025-09-03 | 7.6% |