Institutional Fund
Franchise Gp Ltd
Grand Cayman, Cayman IslandsCIK 20836462 filings on record
Portfolio Value
$271.94M
Q1 2026
Holdings
36
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+206.4%
from $88.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation20.9%
- Pdd Holdings Inc18.7%
- Circle Internet Group Inc15.6%
- Taiwan Semiconductor Mfg Ltd12.0%
- Petroleo Brasileiro SA Petro6.5%
- Lumentum Hldgs Inc4.9%
- Other21.3%
Portfolio Holdings
36 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 326.4K | $56.92M | 20.9% | +200.0K | Added |
| 2 | Pdd Holdings Inc | 497.9K | $50.87M | 18.7% | +195.4K | Added |
| 3 | Circle Internet Group Inc | 443.7K | $42.33M | 15.6% | +442.8K | Added |
| 4 | Taiwan Semiconductor Mfg Ltd | 96.7K | $32.67M | 12.0% | +49.2K | Added |
| 5 | Petroleo Brasileiro SA Petro | 852.3K | $17.69M | 6.5% | +852.3K | New |
| 6 | Lumentum Hldgs Inc | 19.1K | $13.46M | 4.9% | +19.1K | New |
| 7 | Broadcom Inc | 34.4K | $10.63M | 3.9% | +34.4K | New |
| 8 | Yuanbao Inc | 533.8K | $9.42M | 3.5% | +467.2K | Added |
| 9 | Alphabet Inc | 31.7K | $9.10M | 3.3% | +14.4K | Added |
| 10 | Meta Platforms Inc | 8.6K | $4.89M | 1.8% | +2.4K | Added |
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