Filed: 4/16/2026ACC: 0002083646-26-000003
📋 What this filing means
FRANCHISE GP LTD filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $271.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$271.94M
Total AUM (reported)
3.02M
Total Shares
Allocation by class
SPONSORED ADS$93.02M34.2%
COM$92.50M34.0%
COM CL A$45.60M16.8%
SPONSORED ADR$17.69M6.5%
CL A$9.58M3.5%
CAP STK CL C$9.10M3.3%
SPON ADS CL A$4.01M1.5%
Portfolio Concentration
Top 3$150.12M55.2%
4–10$97.86M36.0%
11–25$23.02M8.5%
Rest$936.1K0.3%
Top 3 weight
55.2%
Top 10 weight
91.2%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Sole
Full voting authority
3.02M
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)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
NVIDIA CORPORATION
SOLEShares326.37K
TypeSH
Market value$56.92M
20.93%
Sole
326.37K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares497.86K
TypeSH
Market value$50.87M
18.71%
Sole
497.86K
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
SOLEShares443.71K
TypeSH
Market value$42.33M
15.57%
Sole
443.71K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares96.68K
TypeSH
Market value$32.67M
12.01%
Sole
96.68K
Shared
0.00
None
0.00
PETROLEO BRASILEIRO S A
SOLEShares852.34K
TypeSH
Market value$17.69M
6.50%
Sole
852.34K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares19.15K
TypeSH
Market value$13.46M
4.95%
Sole
19.15K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares34.36K
TypeSH
Market value$10.63M
3.91%
Sole
34.36K
Shared
0.00
None
0.00
YUANBAO INC
SOLEShares533.84K
TypeSH
Market value$9.42M
3.46%
Sole
533.84K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares31.72K
TypeSH
Market value$9.10M
3.35%
Sole
31.72K
Shared
0.00
None
0.00
META PLATFORMS CL A ORD
SOLEShares8.55K
TypeSH
Market value$4.89M
1.80%
Sole
8.55K
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares29.33K
TypeSH
Market value$4.01M
1.48%
Sole
29.33K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares12.61K
TypeSH
Market value$3.16M
1.16%
Sole
12.61K
Shared
0.00
None
0.00
MICRON TECHNOLOTY INC
SOLEShares8.31K
TypeSH
Market value$2.81M
1.03%
Sole
8.31K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares4.29K
TypeSH
Market value$2.73M
1.00%
Sole
4.29K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares10.48K
TypeSH
Market value$2.13M
0.78%
Sole
10.48K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares30K
TypeSH
Market value$1.70M
0.62%
Sole
30K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares10.40K
TypeSH
Market value$1.52M
0.56%
Sole
10.40K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares5K
TypeSH
Market value$1.48M
0.55%
Sole
5K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares11.65K
TypeSH
Market value$1.47M
0.54%
Sole
11.65K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1K
TypeSH
Market value$919.8K
0.34%
Sole
1K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares267.00
TypeSH
Market value$261.7K
0.10%
Sole
267.00
Shared
0.00
None
0.00
PULTE GROUP INC
SOLEShares1.96K
TypeSH
Market value$230.5K
0.08%
Sole
1.96K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares1.27K
TypeSH
Market value$228.5K
0.08%
Sole
1.27K
Shared
0.00
None
0.00
HOST HOTELS & RESORTS INC
SOLEShares11.39K
TypeSH
Market value$218.3K
0.08%
Sole
11.39K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares3.99K
TypeSH
Market value$153.4K
0.06%
Sole
3.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 326.37K | SH | $56.92M 20.93% | 326.37K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 497.86K | SH | $50.87M 18.71% | 497.86K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 443.71K | SH | $42.33M 15.57% | 443.71K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 96.68K | SH | $32.67M 12.01% | 96.68K | 0.00 | 0.00 |
PETROLEO BRASILEIRO S ASOLE | SPONSORED ADR | 852.34K | SH | $17.69M 6.50% | 852.34K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 19.15K | SH | $13.46M 4.95% | 19.15K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 34.36K | SH | $10.63M 3.91% | 34.36K | 0.00 | 0.00 |
YUANBAO INCSOLE | SPONSORED ADS | 533.84K | SH | $9.42M 3.46% | 533.84K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 31.72K | SH | $9.10M 3.35% | 31.72K | 0.00 | 0.00 |
META PLATFORMS CL A ORDSOLE | CL A | 8.55K | SH | $4.89M 1.80% | 8.55K | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 29.33K | SH | $4.01M 1.48% | 29.33K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 12.61K | SH | $3.16M 1.16% | 12.61K | 0.00 | 0.00 |
MICRON TECHNOLOTY INCSOLE | COM | 8.31K | SH | $2.81M 1.03% | 8.31K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 4.29K | SH | $2.73M 1.00% | 4.29K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 10.48K | SH | $2.13M 0.78% | 10.48K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 30K | SH | $1.70M 0.62% | 30K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 10.40K | SH | $1.52M 0.56% | 10.40K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 5K | SH | $1.48M 0.55% | 5K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 11.65K | SH | $1.47M 0.54% | 11.65K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1K | SH | $919.8K 0.34% | 1K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 267.00 | SH | $261.7K 0.10% | 267.00 | 0.00 | 0.00 |
PULTE GROUP INCSOLE | COM | 1.96K | SH | $230.5K 0.08% | 1.96K | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 1.27K | SH | $228.5K 0.08% | 1.27K | 0.00 | 0.00 |
HOST HOTELS & RESORTS INCSOLE | COM | 11.39K | SH | $218.3K 0.08% | 11.39K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 3.99K | SH | $153.4K 0.06% | 3.99K | 0.00 | 0.00 |
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