Franchise Gp Ltd Top Holdings and 13F Report (2026) About Franchise Gp LtdInvestment ActivityFranchise Gp Ltd has $271.94 million in total holdings as of March 31, 2026.Franchise Gp Ltd owns shares of 36 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 70.35% of the portfolio was purchased this quarter.About 1.33% of the portfolio was sold this quarter.This quarter, Franchise Gp Ltd has purchased 24 new stocks and bought additional shares in 7 stocks.Franchise Gp Ltd sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $56,918,928PDD $50,871,335CIRCLE INTERNET GROUP INC $42,334,657Taiwan Semiconductor Manufacturing $32,673,006Petroleo Brasileiro S.A.- Petrobras $17,686,014 Largest New Holdings this Quarter 71654V408 - Petroleo Brasileiro S.A.- Petrobras $17,686,014 Holding55024U109 - Lumentum $13,457,854 Holding11135F101 - Broadcom $10,634,764 Holding36118L106 - Futu $4,011,171 Holding92537N108 - Vertiv $3,158,561 Holding Largest Purchases this Quarter CIRCLE INTERNET GROUP INC 442,843 shares (about $42.25M)NVIDIA 200,000 shares (about $34.88M)PDD 195,400 shares (about $19.97M)Petroleo Brasileiro S.A.- Petrobras 852,338 shares (about $17.69M)Taiwan Semiconductor Manufacturing 49,200 shares (about $16.63M) Largest Sales this Quarter Americold Realty Trust 8,070 shares (about $92.48K)Ventas 600 shares (about $49.07K)AMERICAN HEALTHCARE REIT INC 1,000 shares (about $47.16K) 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 PortfolioSectorNVDANVIDIA$56,918,928$34,880,000 ▲158.3%326,37020.9%Computer and TechnologyPDDPDD$50,871,335$19,965,972 ▲64.6%497,86018.7%Retail/WholesaleCIRCLE INTERNET GROUP INC$42,334,657$42,251,650 ▲50,901.5%443,71315.6%COM CL ATSMTaiwan Semiconductor Manufacturing$32,673,006$16,627,140 ▲103.6%96,68012.0%Computer and TechnologyPBRPetroleo Brasileiro S.A.- Petrobras$17,686,014$17,686,014 ▲New Holding852,3386.5%EnergyLITELumentum$13,457,854$13,457,854 ▲New Holding19,1504.9%Computer and TechnologyAVGOBroadcom$10,634,764$10,634,764 ▲New Holding34,3603.9%Computer and TechnologyYUANBAO INC$9,416,885$8,240,897 ▲700.8%533,8373.5%SPONSORED ADSGOOGAlphabet$9,099,199$4,125,334 ▲82.9%31,7203.3%Computer and TechnologyMETAMeta Platforms$4,891,712$1,390,276 ▲39.7%8,5501.8%Computer and TechnologyFUTUFutu$4,011,171$4,011,171 ▲New Holding29,3301.5%Business ServicesVRTVertiv$3,158,561$3,158,561 ▲New Holding12,6051.2%Computer and TechnologyMUMicron Technology$2,807,450$2,807,450 ▲New Holding8,3101.0%Computer and TechnologySANDISK CORP$2,725,609$2,725,609 ▲New Holding4,2901.0%COMAMDAdvanced Micro Devices$2,131,946$2,131,946 ▲New Holding10,4800.8%Computer and TechnologyRBLXRoblox$1,696,800$1,696,800 ▲New Holding30,0000.6%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$1,521,312$1,521,312 ▲New Holding10,4000.6%CL ATERTeradyne$1,482,300$1,482,300 ▲New Holding5,0000.5%Computer and TechnologyAPHAmphenol$1,471,978$1,471,978 ▲New Holding11,6500.5%Computer and TechnologyLLYEli Lilly and Company$919,770$919,770 ▲New Holding1,0000.3%MedicalEQIXEquinix$261,7240.0%2670.1%FinancePHMPulteGroup$230,5160.0%1,9600.1%ConstructionDLRDigital Realty Trust$228,5060.0%1,2680.1%FinanceHSTHost Hotels & Resorts$218,3280.0%11,3950.1%FinanceISHARES BITCOIN TRUST ETF$153,4110.0%3,9930.1%SHS BEN INTDHID.R. Horton$147,7860.0%1,0770.1%ConstructionISHARES ETHEREUM TR$117,9340.0%7,4500.0%SHSAPPLOVIN CORP$110,246$110,246 ▲New Holding2770.0%COM CL ACOLDAmericold Realty Trust$100,046$92,482 ▼-48.0%8,7300.0%FinanceWELLWelltower$88,7720.0%4490.0%FinanceBITMINE IMMERSION TECNOLOGIE$87,0320.0%4,4000.0%COM NEWAMERICAN HEALTHCARE REIT INC$74,277$47,160 ▼-38.8%1,5750.0%COM SHSVICIVICI Properties$62,7270.0%2,2960.0%FinanceBEKEKE$59,8800.0%4,0000.0%Computer and TechnologyIRMIron Mountain$46,4740.0%4550.0%Business ServicesVTRVentas$40,890$49,068 ▼-54.5%5000.0%FinanceSOLANA CO$0$2,880,514 ▼-100.0%00.0%COM CL A NEWSESEA$0$544,214 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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