Filed: 5/8/2025ACC: 0002042565-25-000002
📋 What this filing means
WIM INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $239.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$239.65M
Total AUM (reported)
1.57M
Total Shares
Allocation by class
COM$137.48M57.4%
CL A$31.35M13.1%
SPONSORED ADS$31.30M13.1%
CL A COM$26.74M11.2%
ADS$12.79M5.3%
Portfolio Concentration
Top 3$134.55M56.1%
4–10$92.59M38.6%
11–25$12.52M5.2%
Top 3 weight
56.1%
Top 10 weight
94.8%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Sole
Full voting authority
1.57M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
TESLA INC
SOLEShares277.43K
TypeSH
Market value$71.90M
30.00%
Sole
277.43K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares54.40K
TypeSH
Market value$31.35M
13.08%
Sole
54.40K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares264.47K
TypeSH
Market value$31.30M
13.06%
Sole
264.47K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares237.25K
TypeSH
Market value$26.74M
11.16%
Sole
237.25K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares227.59K
TypeSH
Market value$16.58M
6.92%
Sole
227.59K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares51.50K
TypeSH
Market value$13.31M
5.55%
Sole
51.50K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares201.10K
TypeSH
Market value$12.79M
5.34%
Sole
201.10K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares111K
TypeSH
Market value$12.03M
5.02%
Sole
111K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares28.80K
TypeSH
Market value$6.10M
2.54%
Sole
28.80K
Shared
0.00
None
0.00
RYDER SYS INC
SOLEShares35.10K
TypeSH
Market value$5.05M
2.11%
Sole
35.10K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares8.29K
TypeSH
Market value$5.04M
2.10%
Sole
8.29K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares23.35K
TypeSH
Market value$3.59M
1.50%
Sole
23.35K
Shared
0.00
None
0.00
EPAM SYS INC
SOLEShares16.20K
TypeSH
Market value$2.74M
1.14%
Sole
16.20K
Shared
0.00
None
0.00
LATTICE SEMICONDUCTOR CORP
SOLEShares11.80K
TypeSH
Market value$618.9K
0.26%
Sole
11.80K
Shared
0.00
None
0.00
GRAIL INC
SOLEShares21K
TypeSH
Market value$536.3K
0.22%
Sole
21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 277.43K | SH | $71.90M 30.00% | 277.43K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 54.40K | SH | $31.35M 13.08% | 54.40K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 264.47K | SH | $31.30M 13.06% | 264.47K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 237.25K | SH | $26.74M 11.16% | 237.25K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 227.59K | SH | $16.58M 6.92% | 227.59K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 51.50K | SH | $13.31M 5.55% | 51.50K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 201.10K | SH | $12.79M 5.34% | 201.10K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 111K | SH | $12.03M 5.02% | 111K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 28.80K | SH | $6.10M 2.54% | 28.80K | 0.00 | 0.00 |
RYDER SYS INCSOLE | COM | 35.10K | SH | $5.05M 2.11% | 35.10K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 8.29K | SH | $5.04M 2.10% | 8.29K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 23.35K | SH | $3.59M 1.50% | 23.35K | 0.00 | 0.00 |
EPAM SYS INCSOLE | COM | 16.20K | SH | $2.74M 1.14% | 16.20K | 0.00 | 0.00 |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 11.80K | SH | $618.9K 0.26% | 11.80K | 0.00 | 0.00 |
GRAIL INCSOLE | COM | 21K | SH | $536.3K 0.22% | 21K | 0.00 | 0.00 |