Franchise GP Ltd

CIK 0002083646 · GRAND CAYMAN, null · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Franchise GP Ltd reported 39 positions worth $215.2M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: PDD (17.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$215.2M
2026 Q2
Positions
39
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.7%
Est. Net Flow (Q)
2026 Q2
10 / 39 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1PDDPDD HOLDINGS INCSH$38.0M17.64%497,860
2AMDADVANCED MICRO DEVICES INCSH$21.7M10.09%37,370
3TSMTAIWAN SEMICONDUCTOR MANUFACSH$21.0M9.77%44,040
4NVDANVIDIA CORPORATIONSH$19.7M9.17%98,619
5YBYUANBAO INCSH$18.5M8.60%1,214,593
6SNDKSANDISK CORPSH$17.1M7.94%7,520
7MUMICRON TECHNOLOGY INCSH$15.4M7.18%13,380
8AVGOBROADCOM INCSH$13.2M6.14%34,980
9IBITISHARES BITCOIN TRUST ETFSH$8.3M3.87%249,996
10NBISNEBIUS GROUP N.V.SH$7.0M3.27%25,487

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Franchise GP Ltd hold as of Q2 2026?

Franchise GP Ltd reported 39 positions worth $215.2M in its Q2 2026 13F filing. Largest positions: PDD (17.6%), AMD (10.1%), TSM (9.8%), NVDA (9.2%) and YB (8.6%).

What did Franchise GP Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Franchise GP Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.