Franchise GP Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Franchise GP Ltd reported 24 stock positions worth $88.8 million. Its top holding was PDD (PDD) at 38.6% of the portfolio, followed by Nvidia (NVDA, 26.6%) and Taiwan Semiconductor-SP ADR (TSM, 16.3%).
- Most Recent 13F
- Q2 2026
- Location
- GRAND CAYMAN, E9
- CIK
- 0002083646
- Portfolio Value
- $88.8M (Q4 2025)
- SEC Filing
- 0002083646-26-000001 ↗ filed Jan 28, 2026
Holdings Value
Holdings 24 stocks · $88.8M
| PDD PDD Holdings Inc. | 38.64% | 302,460 | $34.3M | — |
| NVDA Nvidia Corp. | 26.55% | 126,370 | $23.6M | — |
| TSM Taiwan Semiconductor-SP ADR | 16.26% | 47,480 | $14.4M | — |
| GOOG Alphabet Inc. Class C | 6.13% | 17,339 | $5.4M | — |
| META Meta Platforms Inc. Class A | 4.55% | 6,120 | $4.0M | — |
| HSDT Solana Co. | 3.25% | 226,100 | $2.9M | — |
| YB Yuanbao Inc. -ADR | 1.52% | 66,666 | $1.4M | — |
| SE Sea Ltd.-ADR | 0.61% | 4,266 | $544K | — |
| PHM Pultegroup Inc. | 0.26% | 1,960 | $230K | — |
| COLD Americold Realty Trust Inc. | 0.24% | 16,800 | $216K | — |
| EQIX Equinix Inc. | 0.23% | 267 | $205K | — |
| HST Host Hotels & Resorts Inc. | 0.23% | 11,395 | $202K | — |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 3,993 | $199K | — |
| DLR Digital Realty Trust Inc. | 0.22% | 1,268 | $196K | — |
| ETHA iShares Ethereum Trust ETF | 0.19% | 7,450 | $166K | — |
| DHI D.R. Horton Inc. | 0.17% | 1,077 | $155K | — |
| AHR American Healthcare REIT Inc. | 0.14% | 2,575 | $121K | — |
| BMNR Bitmine Immersion Technologi | 0.13% | 4,400 | $119K | — |
| VTR Ventas Inc. | 0.10% | 1,100 | $85K | — |
| WELL Welltower Inc. | 0.09% | 449 | $83K | — |
| CRCL Circle Internet Group Inc. | 0.08% | 870 | $69K | — |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.07% | 2,296 | $65K | — |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.07% | 4,000 | $63K | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.04% | 455 | $38K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.