StockDriftsStockDriftsTop 39 Franchise GP Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PDD | PDD HOLDINGS INC | 17.64% | 497.9K | $38.0M | +0.00%(+0) | $116.89(-22.55%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 10.09% | 37.4K | $21.7M | +256.58%(+26.89K) | $338.09(+37.85%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.77% | 44.0K | $21.0M | -54.45%(-52.64K) | $306.52(+38.20%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 9.17% | 98.6K | $19.7M | -69.78%(-227.75K) | $182.81(+20.60%) | 2026-06-30 | |
| YB | YUANBAO INC | 8.6% | 1.21M | $18.5M | +127.52%(+680.76K) | $17.50(-20.91%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 7.94% | 7.5K | $17.1M | +75.29%(+3.23K) | $860.19(+47.40%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 7.18% | 13.4K | $15.4M | +61.01%(+5.07K) | $473.21(+82.17%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 6.14% | 35.0K | $13.2M | +1.80%(+620) | $327.37(+28.40%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 3.87% | 250.0K | $8.3M | +6160.86%(+246.00K) | $35.83(+1.35%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 3.27% | 25.5K | $7.0M | new | $184.22(+5.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.54% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.65% |
Franchise GP Ltd reports $215.23M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are PDD (17.6%), AMD (10.1%) and TSM (9.8%). The top 20 holdings account for 98.45% of reported assets. Its disclosed equity book has returned -1.54% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Franchise GP Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2083646). View Franchise GP Ltd’s 13F filings on SEC