FRANCHISE CAPITAL LTD

PrivateCIK: 1859388
Location

GRAND CAYMAN, E9

30
Positions
$229.75M
Total AUM (reported)
1.79M
Total Shares

Allocation by class

TOTAL AUM$229.75M30 positions
SPONSORED ADS$103.67M45.1%
COM$78.07M34.0%
CL A$20.80M9.1%
SPON ADR$16.01M7.0%
CAK STK CL C$6.45M2.8%
ORDINARY SHARES$2.45M1.1%
SPONSORD ADS$762.5K0.3%

Portfolio Concentration

Top 373.0%4–1023.4%11–253.4%Rest0.2%TOP 1096.4%0%100%
Top 3$167.79M73.0%
4–10$53.80M23.4%
11–25$7.81M3.4%
Rest$354.9K0.2%

Top 3 weight

73.0%

Top 10 weight

96.4%

Voting Authority Distribution

Total shares with voting rights: 1.79M

Sole

Full voting authority

1.79M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares365.06K
TypeSH
Market value$68.11M
29.65%
Sole
365.06K
Shared
0.00
None
0.00

PDD HOLDINGS INC

SOLE
SPONSORED ADS
Shares501.46K
TypeSH
Market value$66.28M
28.85%
Sole
501.46K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares119.58K
TypeSH
Market value$33.40M
14.54%
Sole
119.58K
Shared
0.00
None
0.00

META PLATFORMS CL A ORD

SOLE
CL A
Shares24.30K
TypeSH
Market value$17.85M
7.77%
Sole
24.30K
Shared
0.00
None
0.00

LUCKIN COFFEE ADR REP 8 ORD

SOLE
SPON ADR
Shares421.32K
TypeSH
Market value$16.01M
6.97%
Sole
421.32K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAK STK CL C
Shares26.50K
TypeSH
Market value$6.45M
2.81%
Sole
26.50K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares12.81K
TypeSH
Market value$5.70M
2.48%
Sole
12.81K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares8.29K
TypeSH
Market value$2.73M
1.19%
Sole
8.29K
Shared
0.00
None
0.00

CHAGEE HLDGS LTD

SOLE
SPONSORED ADS
Shares157.46K
TypeSH
Market value$2.61M
1.13%
Sole
157.46K
Shared
0.00
None
0.00

CREDO TECHNOLOGY GROUP HOLDI

SOLE
ORDINARY SHARES
Shares16.80K
TypeSH
Market value$2.45M
1.06%
Sole
16.80K
Shared
0.00
None
0.00

ROBLOX CORP

SOLE
CL A
Shares15.14K
TypeSH
Market value$2.10M
0.91%
Sole
15.14K
Shared
0.00
None
0.00

YUANBAO INC

SOLE
SPONSORED ADS
Shares66.67K
TypeSH
Market value$1.31M
0.57%
Sole
66.67K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares4.70K
TypeSH
Market value$857.4K
0.37%
Sole
4.70K
Shared
0.00
None
0.00

SEA LTD

SOLE
SPONSORD ADS
Shares4.27K
TypeSH
Market value$762.5K
0.33%
Sole
4.27K
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares5.12K
TypeSH
Market value$760.7K
0.33%
Sole
5.12K
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares3.99K
TypeSH
Market value$259.5K
0.11%
Sole
3.99K
Shared
0.00
None
0.00

ISHARES ETHEREUM TR

SOLE
SHS
Shares7.05K
TypeSH
Market value$222.1K
0.10%
Sole
7.05K
Shared
0.00
None
0.00

VENTAS INC

SOLE
COM
Shares3.17K
TypeSH
Market value$222.0K
0.10%
Sole
3.17K
Shared
0.00
None
0.00

DIGITAL RLTY TR INC

SOLE
COM
Shares1.27K
TypeSH
Market value$219.2K
0.10%
Sole
1.27K
Shared
0.00
None
0.00

PULTE GROUP INC

SOLE
COM
Shares1.64K
TypeSH
Market value$216.7K
0.09%
Sole
1.64K
Shared
0.00
None
0.00

EQUINIX INC

SOLE
COM
Shares267.00
TypeSH
Market value$209.1K
0.09%
Sole
267.00
Shared
0.00
None
0.00

HOST HOTELS & RESORTS INC

SOLE
COM
Shares11.39K
TypeSH
Market value$193.9K
0.08%
Sole
11.39K
Shared
0.00
None
0.00

AMERICAN HEALTHCARE REIT INC

SOLE
COM SHS
Shares4.38K
TypeSH
Market value$183.8K
0.08%
Sole
4.38K
Shared
0.00
None
0.00

D R HORTON INC

SOLE
COM
Shares1.08K
TypeSH
Market value$182.5K
0.08%
Sole
1.08K
Shared
0.00
None
0.00

CIRCLE INTERNET GROUP INC

SOLE
COM CL A
Shares870.00
TypeSH
Market value$115.3K
0.05%
Sole
870.00
Shared
0.00
None
0.00
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