§ 13F · FUND PROFILE
Franchise GP Ltd.
AUM · $215M (13F)Positions · 39Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | 498K | $38M | 17.6% | ±0% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 37K | $22M | 10.1% | +257% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 44K | $21M | 9.8% | −54% |
| 4 | NVDA | NVIDIA CORPORATION | 99K | $20M | 9.2% | −70% |
| 5 | YB | YUANBAO INC | 1.21M | $19M | 8.6% | +128% |
| 6 | SNDK | SANDISK CORP | 8K | $17M | 7.9% | +75% |
| 7 | MU | MICRON TECHNOLOGY INC | 13K | $15M | 7.2% | +61% |
| 8 | AVGO | BROADCOM INC | 35K | $13M | 6.1% | +2% |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | 250K | $8M | 3.9% | +6161% |
| 10 | NBIS | NEBIUS GROUP N.V. | 25K | $7M | 3.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FRANCHISE SIGNAL
AC read
Franchise GP Ltd is a Other fund managing $215 million in assets. The fund runs a portfolio of 39 positions.
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