Institutions / Franchise GP Ltd
Franchise GP Ltd
CIK 2083646 · Institution · as of Dec 31, 2025
Portfolio value
$88.76M
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| PDD Holdings Inc.PDD | $34.30M | 38.6% |
| NVIDIA Corp | $23.57M | 26.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $14.43M | 16.3% |
| Alphabet Inc. | $5.44M | 6.1% |
| Meta Platforms Inc | $4.04M | 4.6% |
| Solana Co | $2.88M | 3.2% |
| Yuanbao Inc.YB | $1.35M | 1.5% |
| Sea Ltd | $544.2K | 0.6% |
| Pultegroup INC/MI | $229.8K | 0.3% |
| Americold Realty Trust, Inc. | $216.0K | 0.2% |
| Equinix Inc | $204.6K | 0.2% |
| Host Hotels & Resorts Inc | $202.0K | 0.2% |
| iShares Bitcoin Trust ETF | $199.0K | 0.2% |
| Digital Realty Trust Inc | $196.2K | 0.2% |
| iShares Ethereum Tr | $166.4K | 0.2% |
| Horton D R Inc /De | $155.1K | 0.2% |
| American Healthcare REIT, Inc. | $121.2K | 0.1% |
| Bitmine Immersion Technologies, Inc.BMNR | $119.5K | 0.1% |
| Ventas, Inc. | $85.1K | 0.1% |
| Welltower, Inc. | $83.3K | 0.1% |
| Circle Internet Group, Inc.CRCL | $69.0K | 0.1% |
| Vici Properties Inc. | $64.6K | 0.1% |
| KE Holdings Inc.BEKE | $63.0K | 0.1% |
| Iron Mountain Inc | $37.7K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.