WIM INVESTMENT MANAGEMENT Ltd

CIK

2042565

Location

HONG KONG, K3

Portfolio Value

Micro $86,873,986

Diversification

Diversified

Filing Date

Global Rank

#3,274 / 8,588 ▼ 161

Top Industry

Auto Manufacturers 28.2%

3Y Alpha vs SPY

-3.9%

Period ended 3 months ago

Filed May 12, 2026 · 36d

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+22.7%

SPY

+28.7%

Annualised alpha

-3.5%

Max drawdown

−31.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.3%

−5.8 pts

Top 5

67.3%

−3.8 pts

Top 10

89.9%

−1.7 pts

HHI

1,329

Diversified−253

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	31.9%	$105,514,834	3
Technology	26.3%	$86,873,986	6
Financial Services	21.5%	$71,141,138	4
Communication Services	16.1%	$53,237,468	2
Healthcare	1.7%	$5,498,752	1
Energy	1.3%	$4,140,121	1
Basic Materials	0.8%	$2,658,188	1
Unclassified	0.5%	$1,751,710	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
ITUB	Itau Unibanco Holding S.A.	+661,610	2,398,610	$20,100,351
INTR	Inter & Co, Inc.	+210,000	1,596,400	$12,707,344
SATS	EchoStar CORP	+66,500	71,700	$8,393,919
XPEV	Xpeng Inc.	+42,300	129,800	$2,220,878
META	Meta Platforms, Inc.	+11,900	78,380	$44,843,549
LEU	Centrus Energy Corp	+3,450	23,850	$4,140,121
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
FIGR	Figure Technology Solutions, Inc.	−152,170	593,116	$20,136,288
TSLA	Tesla, Inc.	−34,200	243,230	$90,420,752
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
INFQ	Infleqtion, Inc.	246,200	$2,415,222
GLD	Spdr Gold Trust	4,071	$1,751,710
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	7,500	$2,221,575
MP	MP Materials Corp. / DE	20,925	$1,057,131
CAR	Avis Budget Group, Inc.	2,400	$307,968
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $86,873,986 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NET	Cloudflare, Inc. Technology	Held	227,749	0	$46,993,728	+4.7%	54.09%
UBER	Uber Technologies, Inc Technology	Held	273,688	0	$19,686,377	−12.0%	22.66%
NVDA	Nvidia Corp Technology	Held	66,450	0	$11,588,880	−6.5%	13.34%
PLTR	Palantir Technologies Inc. Technology	Held	25,030	0	$3,661,388	−17.7%	4.21%
IONQ	IonQ, Inc. Technology	Held	87,700	0	$2,528,391	−35.7%	2.91%
INFQ	Infleqtion, Inc. Technology	NEW	246,200	NEW	$2,415,222	NEW	2.78%