Filed: 8/7/2025ACC: 0002042565-25-000005
📋 What this filing means
WIM INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $300.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$300.99M
Total AUM (reported)
2.32M
Total Shares
Allocation by class
COM$164.97M54.8%
CL A$48.70M16.2%
CL A COM$46.46M15.4%
SPONSORED ADS$16.53M5.5%
ADS$15.16M5.0%
SPON ADR REP PFD$4.70M1.6%
COM CL A$4.45M1.5%
Portfolio Concentration
Top 3$181.52M60.3%
4–10$100.07M33.2%
11–25$19.40M6.4%
Top 3 weight
60.3%
Top 10 weight
93.6%
Voting Authority Distribution
Total shares with voting rights: 2.32M
Sole
Full voting authority
2.32M
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)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
TESLA INC
SOLEShares277.43K
TypeSH
Market value$88.13M
29.28%
Sole
277.43K
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
SOLEShares63.58K
TypeSH
Market value$46.93M
15.59%
Sole
63.58K
Shared
0.00
None
0.00
CLOUDFLARE INC - CLASS A
SOLEShares237.25K
TypeSH
Market value$46.46M
15.44%
Sole
237.25K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares227.59K
TypeSH
Market value$21.23M
7.05%
Sole
227.59K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares111K
TypeSH
Market value$17.54M
5.83%
Sole
111K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares51.50K
TypeSH
Market value$17.11M
5.68%
Sole
51.50K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares157.97K
TypeSH
Market value$16.53M
5.49%
Sole
157.97K
Shared
0.00
None
0.00
TRIP.COM GROUP LTD-ADR
SOLEShares258.55K
TypeSH
Market value$15.16M
5.04%
Sole
258.55K
Shared
0.00
None
0.00
HONEYWELL INTERNATIONAL INC
SOLEShares28.80K
TypeSH
Market value$6.71M
2.23%
Sole
28.80K
Shared
0.00
None
0.00
PARKER HANNIFIN CORP
SOLEShares8.29K
TypeSH
Market value$5.79M
1.92%
Sole
8.29K
Shared
0.00
None
0.00
RYDER SYSTEM INC
SOLEShares35.10K
TypeSH
Market value$5.58M
1.85%
Sole
35.10K
Shared
0.00
None
0.00
ITAU UNIBANCO H-SPON PRF ADR
SOLEShares692.50K
TypeSH
Market value$4.70M
1.56%
Sole
692.50K
Shared
0.00
None
0.00
MP MATERIALS CORP
SOLEShares71.70K
TypeSH
Market value$2.39M
0.79%
Sole
71.70K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares5.90K
TypeSH
Market value$2.07M
0.69%
Sole
5.90K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC-A
SOLEShares13.03K
TypeSH
Market value$1.78M
0.59%
Sole
13.03K
Shared
0.00
None
0.00
VISHAY PRECISION GROUP
SOLEShares39.55K
TypeSH
Market value$1.11M
0.37%
Sole
39.55K
Shared
0.00
None
0.00
GRAIL INC
SOLEShares21K
TypeSH
Market value$1.08M
0.36%
Sole
21K
Shared
0.00
None
0.00
ALCOA CORP
SOLEShares23.60K
TypeSH
Market value$696.4K
0.23%
Sole
23.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 277.43K | SH | $88.13M 29.28% | 277.43K | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ASOLE | CL A | 63.58K | SH | $46.93M 15.59% | 63.58K | 0.00 | 0.00 |
CLOUDFLARE INC - CLASS ASOLE | CL A COM | 237.25K | SH | $46.46M 15.44% | 237.25K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 227.59K | SH | $21.23M 7.05% | 227.59K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 111K | SH | $17.54M 5.83% | 111K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 51.50K | SH | $17.11M 5.68% | 51.50K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 157.97K | SH | $16.53M 5.49% | 157.97K | 0.00 | 0.00 |
TRIP.COM GROUP LTD-ADRSOLE | ADS | 258.55K | SH | $15.16M 5.04% | 258.55K | 0.00 | 0.00 |
HONEYWELL INTERNATIONAL INCSOLE | COM | 28.80K | SH | $6.71M 2.23% | 28.80K | 0.00 | 0.00 |
PARKER HANNIFIN CORPSOLE | COM | 8.29K | SH | $5.79M 1.92% | 8.29K | 0.00 | 0.00 |
RYDER SYSTEM INCSOLE | COM | 35.10K | SH | $5.58M 1.85% | 35.10K | 0.00 | 0.00 |
ITAU UNIBANCO H-SPON PRF ADRSOLE | SPON ADR REP PFD | 692.50K | SH | $4.70M 1.56% | 692.50K | 0.00 | 0.00 |
MP MATERIALS CORPSOLE | COM CL A | 71.70K | SH | $2.39M 0.79% | 71.70K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 5.90K | SH | $2.07M 0.69% | 5.90K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC-ASOLE | CL A | 13.03K | SH | $1.78M 0.59% | 13.03K | 0.00 | 0.00 |
VISHAY PRECISION GROUPSOLE | COM | 39.55K | SH | $1.11M 0.37% | 39.55K | 0.00 | 0.00 |
GRAIL INCSOLE | COM | 21K | SH | $1.08M 0.36% | 21K | 0.00 | 0.00 |
ALCOA CORPSOLE | COM | 23.60K | SH | $696.4K 0.23% | 23.60K | 0.00 | 0.00 |