Franchise GP Ltd
36 holdingsFiling period: 2026-03-31Current AUM: $275.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 326.4K | $56.9M | $65.5M | 23.75% | +200.0K | 2026-03-31 |
| 2 | PDD | PDD HOLDINGS INC | 497.9K | $50.9M | $44.1M | 15.98% | +195.4K | 2026-03-31 |
| 3 | CRCL | CIRCLE INTERNET GROUP INC | 443.7K | $42.3M | $27.8M | 10.07% | +442.8K | 2026-03-31 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 96.7K | $32.7M | $39.1M | 14.17% | +49.2K | 2026-03-31 |
| 5 | PBR | PETROLEO BRASILEIRO S A | 852.3K | $17.7M | $16.5M | 5.99% | -- | 2026-03-31 |
| 6 | LITE | LUMENTUM HLDGS INC | 19.1K | $13.5M | $13.7M | 4.96% | -- | 2026-03-31 |
| 7 | AVGO | BROADCOM INC | 34.4K | $10.6M | $13.4M | 4.85% | -- | 2026-03-31 |
| 8 | YB | YUANBAO INC | 533.8K | $9.4M | $7.2M | 2.60% | +467.2K | 2026-03-31 |
| 9 | GOOG | ALPHABET INC | 31.7K | $9.1M | $11.3M | 4.10% | +14.4K | 2026-03-31 |
| 10 | META | META PLATFORMS CL A ORD | 8.6K | $4.9M | $4.8M | 1.73% | +2.4K | 2026-03-31 |
| 11 | FUTU | FUTU HLDGS LTD | 29.3K | $4.0M | $3.1M | 1.12% | -- | 2026-03-31 |
| 12 | VRT | VERTIV HOLDINGS CO | 12.6K | $3.2M | $3.0M | 1.10% | -- | 2026-03-31 |
| 13 | MU | MICRON TECHNOLOTY INC | 8.3K | $2.8M | $6.8M | 2.48% | -- | 2026-03-31 |
| 14 | SNDK | SANDISK CORP | 4.3K | $2.7M | $5.2M | 1.89% | -- | 2026-03-31 |
| 15 | AMD | ADVANCED MICRO DEVICES INC | 10.5K | $2.1M | $5.0M | 1.81% | -- | 2026-03-31 |
| 16 | RBLX | ROBLOX CORP | 30.0K | $1.7M | $1.1M | 0.39% | -- | 2026-03-31 |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | 10.4K | $1.5M | $1.3M | 0.46% | -- | 2026-03-31 |
| 18 | TER | TERADYNE INC | 5.0K | $1.5M | $1.8M | 0.67% | -- | 2026-03-31 |
| 19 | APH | AMPHENOL CORP | 11.7K | $1.5M | $1.9M | 0.68% | -- | 2026-03-31 |
| 20 | LLY | ELI LILLY & CO | 1.0K | $919K | $1.1M | 0.42% | -- | 2026-03-31 |
| 21 | EQIX | EQUINIX INC | 267 | $261K | $271K | 0.10% | -- | 2026-03-31 |
| 22 | PHM | PULTE GROUP INC | 2.0K | $230K | $247K | 0.09% | -- | 2026-03-31 |
| 23 | DLR | DIGITAL RLTY TR INC | 1.3K | $228K | $239K | 0.09% | -- | 2026-03-31 |
| 24 | HST | HOST HOTELS & RESORTS INC | 11.4K | $218K | $286K | 0.10% | -- | 2026-03-31 |
| 25 | IBIT | ISHARES BITCOIN TRUST ETF | 4.0K | $153K | $142K | 0.05% | -- | 2026-03-31 |
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