Franchise GP Ltd
Top Portfolio Positions
35 positions ·
$262,840,585 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
326,370 | $56,918,928 | 21.66% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
497,860 | $50,871,334 | 19.35% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
443,713 | $42,334,657 | 16.11% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
96,680 | $32,673,006 | 12.43% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
852,338 | $17,686,013 | 6.73% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
19,150 | $13,457,854 | 5.12% | |
| AVGO |
Broadcom Inc.
Technology
|
34,360 | $10,634,763 | 4.05% | |
| YB |
Yuanbao Inc.
Technology
|
533,837 | $9,416,884 | 3.58% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,550 | $4,891,711 | 1.86% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
29,330 | $4,011,170 | 1.53% |
Portfolio Trend
2 quarters · across all stocks
Holdings in YB
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,416,884 | 533,837 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,350,653 | 66,666 | Shares | Sole | 2026-01-28 | |
| 2025-08-13 | $391,246,185 | 14,362,929 | Shares | Sole | 2025-09-03 | |
| No 13F history on record for this holder in this stock. | ||||||