Investor
Franchise GP Ltd
CIK 0002083646 · filed 2026-01-28 · SEC filing
13F book
$88.8M
Positions
24
Largest name
38.6%
PDD Holdings Inc. · PDD
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| PDD Holdings Inc. | PDD | 302.5K | $34.3M | 38.6% | — | Held |
| Nvidia Corp | NVDA | 126.4K | $23.6M | 26.6% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 47.5K | $14.4M | 16.3% | — | Held |
| Alphabet Inc | — | 17.3K | $5.44M | 6.1% | — | Held |
| Meta Platforms, Inc. | META | 6.12K | $4.04M | 4.6% | — | Held |
| Solana Co | HSDT | 226.1K | $2.88M | 3.2% | — | Held |
| Yuanbao Inc. | YB | 66.7K | $1.35M | 1.5% | — | Held |
| Sea Ltd | SE | 4.27K | $544.2K | 0.6% | — | Held |
| Pulte Group Inc | — | 1.96K | $229.8K | 0.3% | — | Held |
| Americold Realty Trust | COLD | 16.8K | $216K | 0.2% | — | Held |
| Equinix Inc | EQIX | 267 | $204.6K | 0.2% | — | Held |
| Host Hotels & Resorts, Inc. | HST | 11.4K | $202K | 0.2% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 3.99K | $199K | 0.2% | — | Held |
| Digital Rlty Tr Inc | — | 1.27K | $196.2K | 0.2% | — | Held |
| Ishares Ethereum Tr | — | 7.45K | $166.4K | 0.2% | — | Held |
| D R Horton Inc | — | 1.08K | $155.1K | 0.2% | — | Held |
| American Healthcare REIT, Inc. | AHR | 2.58K | $121.2K | 0.1% | — | Held |
| Bitmine Immersion Tecnologie | — | 4.4K | $119.5K | 0.1% | — | Held |
| Ventas, Inc. | VTR | 1.1K | $85.1K | 0.1% | — | Held |
| Welltower Inc. | WELL | 449 | $83.3K | 0.1% | — | Held |
| Circle Internet Group, Inc. | CRCL | 870 | $69K | 0.1% | — | Held |
| Vici Pptys Inc | — | 2.3K | $64.6K | 0.1% | — | Held |
| Ke Hldgs Inc | — | 4K | $63K | 0.1% | — | Held |
| Iron Mtn Inc Del | — | 455 | $37.7K | 0.0% | — | Held |
Positions as of Q4 2025. 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.