WIM INVESTMENT MANAGEMENT Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), WIM INVESTMENT MANAGEMENT Ltd reported 14 stock positions worth $237.8 million. Its top holding was Tesla (TSLA) at 30.5% of the portfolio, followed by Microsoft (MSFT, 19.9%) and PDD (PDD, 15.5%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0002042565
- Portfolio Value
- $237.8M (Q3 2024)
- SEC Filing
- 0002042565-24-000001 ↗ filed Nov 7, 2024
Holdings Value
Holdings 14 stocks · $237.8M
| TSLA Tesla Inc. | 30.52% | 277,430 | $72.6M | — |
| MSFT Microsoft Corp. | 19.95% | 110,241 | $47.4M | — |
| PDD PDD Holdings Inc. | 15.47% | 272,968 | $36.8M | — |
| NET Cloudflare Inc. Class A | 10.76% | 316,332 | $25.6M | — |
| NVDA Nvidia Corp. | 6.56% | 128,500 | $15.6M | — |
| UBER Uber Technologies Inc. | 6.51% | 206,088 | $15.5M | — |
| ROK Rockwell Automation Inc. | 2.73% | 24,200 | $6.5M | — |
| LULU Lululemon Athletica Inc. | 2.06% | 18,080 | $4.9M | — |
| TME Tencent Music Entertainm-ADR | 1.95% | 384,200 | $4.6M | — |
| DUOL Duolingo | 1.39% | 11,760 | $3.3M | — |
| QCOM Qualcomm Inc. | 1.04% | 14,575 | $2.5M | — |
| META Meta Platforms Inc. Class A | 0.63% | 2,600 | $1.5M | — |
| R Ryder System Inc. | 0.31% | 5,000 | $729K | — |
| GRAL Grail Inc. | 0.12% | 21,000 | $289K | — |
Portfolio Sells Q3 2024
No earlier filing to compare with.
Portfolio Buys Q3 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 26 | $305.3M | TSLA, META, UBER, ITUB, FIGR |
| Q1 2026 | 20 | $337.3M | TSLA, NET, META, FIGR, ITUB |
| Q4 2025 | 22 | $386.9M | TSLA, NET, META, FIGR, COIN |
| Q3 2025 | 18 | $393.0M | TSLA, NET, META, COIN, UBER |
| Q2 2025 | 18 | $301.0M | TSLA, META, NET, UBER, NVDA |
| Q1 2025 | 15 | $239.7M | TSLA, META, PDD, NET, UBER |
| Q4 2024 | 15 | $291.2M | TSLA, MSFT, META, PDD, NET |
| Q3 2024 | 14 | $237.8M | TSLA, MSFT, PDD, NET, NVDA |