Investor
Franchise GP Ltd
CIK 0002083646 · filed 2026-04-16 · SEC filing
13F book
$271.9M
Positions
36
14 new · 2 sold
Largest name
20.9%
Nvidia Corp · NVDA
Est. mark
−$4.5M
Price effect on 22 names still held. Flow $187.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 326.4K | $56.9M | 20.9% | −$1.53M | Added$33.4M |
| PDD Holdings Inc. | PDD | 497.9K | $50.9M | 18.7% | −$3.39M | Added$16.6M |
| Circle Internet Group, Inc. | CRCL | 443.7K | $42.3M | 15.6% | $14K | Added$42.3M |
| Taiwan Semiconductor Mfg Ltd | — | 96.7K | $32.7M | 12.0% | $1.62M | Added$18.2M |
| Petroleo Brasileiro Sa Petro | — | 852.3K | $17.7M | 6.5% | — | New |
| Lumentum Hldgs Inc | — | 19.1K | $13.5M | 4.9% | — | New |
| Broadcom Inc. | AVGO | 34.4K | $10.6M | 3.9% | — | New |
| Yuanbao Inc. | YB | 533.8K | $9.42M | 3.5% | −$174.7K | Added$8.07M |
| Alphabet Inc | — | 31.7K | $9.1M | 3.3% | −$467.1K | Added$3.66M |
| Meta Platforms, Inc. | META | 8.55K | $4.89M | 1.8% | −$538.3K | Added$852K |
| Futu Hldgs Ltd | — | 29.3K | $4.01M | 1.5% | — | New |
| Vertiv Holdings Co | VRT | 12.6K | $3.16M | 1.2% | — | New |
| Micron Technology Inc | MU | 8.31K | $2.81M | 1.0% | — | New |
| Sandisk Corp | SNDK | 4.29K | $2.73M | 1.0% | — | New |
| Advanced Micro Devices Inc | AMD | 10.5K | $2.13M | 0.8% | — | New |
| Roblox Corp | RBLX | 30K | $1.7M | 0.6% | — | New |
| Palantir Technologies Inc. | PLTR | 10.4K | $1.52M | 0.6% | — | New |
| Teradyne, Inc | TER | 5K | $1.48M | 0.5% | — | New |
| Amphenol Corp New | — | 11.7K | $1.47M | 0.5% | — | New |
| Eli Lilly & Co | LLY | 1K | $919.8K | 0.3% | — | New |
| Equinix Inc | EQIX | 267 | $261.7K | 0.1% | $57.2K | Held |
| Pulte Group Inc | — | 1.96K | $230.5K | 0.1% | $686 | Held |
| Digital Rlty Tr Inc | — | 1.27K | $228.5K | 0.1% | $32.3K | Held |
| Host Hotels & Resorts, Inc. | HST | 11.4K | $218.3K | 0.1% | $16.3K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 3.99K | $153.4K | 0.1% | −$45.6K | Held |
| D R Horton Inc | — | 1.08K | $147.8K | 0.1% | −$7.33K | Held |
| Ishares Ethereum Tr | — | 7.45K | $117.9K | 0.0% | −$48.4K | Held |
| Applovin Corp | APP | 277 | $110.2K | 0.0% | — | New |
| Americold Realty Trust | COLD | 8.73K | $100K | 0.0% | −$12.2K | Cut−$116K |
| Welltower Inc. | WELL | 449 | $88.8K | 0.0% | $5.43K | Held |
| Bitmine Immersion Tecnologie | — | 4.4K | $87K | 0.0% | −$32.4K | Held |
| American Healthcare REIT, Inc. | AHR | 1.57K | $74.3K | 0.0% | $157 | Cut−$46.9K |
| Vici Pptys Inc | — | 2.3K | $62.7K | 0.0% | −$1.84K | Held |
| Ke Hldgs Inc | — | 4K | $59.9K | 0.0% | −$3.16K | Held |
| Iron Mtn Inc Del | — | 455 | $46.5K | 0.0% | $8.73K | Held |
| Ventas, Inc. | VTR | 500 | $40.9K | 0.0% | $2.2K | Cut−$44.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.