Franchise Gp Ltd Top Holdings and 13F Report (2026) About Franchise Gp LtdInvestment ActivityFranchise Gp Ltd has $215.23 million in total holdings as of June 30, 2026.Franchise Gp Ltd owns shares of 39 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 38.04% of the portfolio was purchased this quarter.About 72.43% of the portfolio was sold this quarter.This quarter, Franchise Gp Ltd has purchased 36 new stocks and bought additional shares in 12 stocks.Franchise Gp Ltd sold shares of 7 stocks and completely divested from 10 stocks this quarter.Largest Holdings PDD $37,976,761Advanced Micro Devices $21,708,607Taiwan Semiconductor Manufacturing $21,032,183NVIDIA $19,732,676YUANBAO INC $18,510,397 Largest New Holdings this Quarter N97284108 - Yandex $7,038,745 Holding958102105 - Western Digital $6,840,691 Holding512807306 - LAM RESEARCH CORP $6,352,618 HoldingG7997R103 - Seagate Technology $4,853,950 Holding24703L202 - Dell Technologies $2,135,727 Holding Largest Purchases this Quarter Advanced Micro Devices 26,890 shares (about $15.62M)YUANBAO INC 680,756 shares (about $10.37M)ISHARES BITCOIN TRUST ETF 246,003 shares (about $8.19M)SANDISK CORP 3,230 shares (about $7.34M)Yandex 25,487 shares (about $7.04M) Largest Sales this Quarter NVIDIA 227,751 shares (about $45.57M)CIRCLE INTERNET GROUP INC 442,843 shares (about $27.74M)Taiwan Semiconductor Manufacturing 52,640 shares (about $25.14M)Lumentum 14,550 shares (about $12.48M)Equinix 187 shares (about $194.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFranchise Gp Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPDDPDD$37,976,7610.0%497,86017.6%Consumer DiscretionaryAMDAdvanced Micro Devices$21,708,607$15,620,670 â–²256.6%37,37010.1%TechnologyTSMTaiwan Semiconductor Manufacturing$21,032,183$25,139,285 â–¼-54.4%44,0409.8%TechnologyNVDANVIDIA$19,732,676$45,570,698 â–¼-69.8%98,6199.2%TechnologyYUANBAO INC$18,510,397$10,374,721 â–²127.5%1,214,5938.6%SPONSORED ADSSANDISK CORP$17,098,450$7,344,148 â–²75.3%7,5207.9%COMMUMicron Technology$15,444,400$5,852,250 â–²61.0%13,3807.2%TechnologyAVGOBroadcom$13,213,695$234,205 â–²1.8%34,9806.1%TechnologyISHARES BITCOIN TRUST ETF$8,322,367$8,189,440 â–²6,160.9%249,9963.9%SHS BEN INTYNDXYandex$7,038,745$7,038,745 â–²New Holding25,4873.3%TechnologyWDCWestern Digital$6,840,691$6,840,691 â–²New Holding10,7103.2%TechnologyLAM RESEARCH CORP$6,352,618$6,352,618 â–²New Holding14,6603.0%COM NEWSTXSeagate Technology$4,853,950$4,853,950 â–²New Holding5,0302.3%TechnologyLITELumentum$3,947,076$12,484,773 â–¼-76.0%4,6001.8%TechnologyTERTeradyne$2,419,2000.0%5,0001.1%TechnologyDELLDell Technologies$2,135,727$2,135,727 â–²New Holding4,9501.0%TechnologyLSCCLattice Semiconductor$2,019,072$2,019,072 â–²New Holding13,2000.9%TechnologyADIAnalog Devices$1,826,982$1,826,982 â–²New Holding4,6000.8%TechnologySNOWSnowflake$796,585$796,585 â–²New Holding3,1300.4%TechnologyAMATApplied Materials$614,550$614,550 â–²New Holding8500.3%TechnologyARM HOLDINGS PLC$443,213$443,213 â–²New Holding1,2500.2%SPONSORED ADSVTRVentas$322,433$278,033 â–²626.2%3,6310.1%Real EstatePHMPulteGroup$268,9320.0%1,9600.1%Consumer DiscretionaryAMERICAN HEALTHCARE REIT INC$252,302$170,166 â–²207.2%4,8380.1%COM SHSCARETRUST REIT INC$231,529$231,529 â–²New Holding5,7380.1%COMWELLWelltower$224,246$122,337 â–²120.0%9880.1%Real EstateISHARES ETHEREUM TR$199,158$110,577 â–²124.8%16,7500.1%SHSDHID.R. Horton$175,4220.0%1,0770.1%Consumer DiscretionaryNOKNokia$175,163$175,163 â–²New Holding13,1900.1%TechnologyDLRDigital Realty Trust$168,446$59,261 â–¼-26.0%9380.1%Real EstateGDSGDS$139,339$139,339 â–²New Holding4,6400.1%TechnologyCOLDAmericold Realty Trust$137,2360.0%8,7300.1%Real EstateHSTHost Hotels & Resorts$127,916$142,261 â–¼-52.7%5,3950.1%Real EstateBITMINE IMMERSION TECHS INC$122,452$63,888 â–²109.1%9,2000.1%COM NEWIRMIron Mountain$102,943$45,472 â–²79.1%8150.0%Real EstateEQIXEquinix$83,391$194,926 â–¼-70.0%800.0%Real EstateVICIVICI Properties$60,9590.0%2,2960.0%Real EstateBEKEKE$58,1200.0%4,0000.0%Real EstateCIRCLE INTERNET GROUP INC$54,488$27,735,206 â–¼-99.8%8700.0%COM CL APBRPetroleo Brasileiro S.A.- Petrobras$0$17,686,014 â–¼-100.0%00.0%EnergyGOOGAlphabet$0$9,099,199 â–¼-100.0%00.0%Communication ServicesMETAMeta Platforms$0$4,891,712 â–¼-100.0%00.0%Communication ServicesFUTUFutu$0$4,011,171 â–¼-100.0%00.0%FinanceVRTVertiv$0$3,158,561 â–¼-100.0%00.0%IndustrialsRBLXRoblox$0$1,696,800 â–¼-100.0%00.0%Communication ServicesPALANTIR TECHNOLOGIES INC$0$1,521,312 â–¼-100.0%00.0%CL AAPHAmphenol$0$1,471,978 â–¼-100.0%00.0%TechnologyLLYEli Lilly and Company$0$919,770 â–¼-100.0%00.0%HealthcareAPPLOVIN CORP$0$110,246 â–¼-100.0%00.0%COM CL AShowing largest 100 holdings. 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