Filed: 11/12/2025ACC: 0002042565-25-000006
📋 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 $393.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$393.05M
Total AUM (reported)
4.69M
Total Shares
Allocation by class
COM$173.41M44.1%
CL A$63.94M16.3%
COM CL A$50.41M12.8%
CL A COM$48.87M12.4%
SPONSORED ADS$20.88M5.3%
ADS$19.44M4.9%
CLASS A COM$9.06M2.3%
Portfolio Concentration
Top 3$218.94M55.7%
4–10$145.66M37.1%
11–25$28.44M7.2%
Top 3 weight
55.7%
Top 10 weight
92.8%
Voting Authority Distribution
Total shares with voting rights: 4.69M
Sole
Full voting authority
4.69M
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$123.38M
31.39%
Sole
277.43K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares227.75K
TypeSH
Market value$48.87M
12.43%
Sole
227.75K
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
SOLEShares63.58K
TypeSH
Market value$46.69M
11.88%
Sole
63.58K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares92.92K
TypeSH
Market value$31.36M
7.98%
Sole
92.92K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares238.19K
TypeSH
Market value$23.34M
5.94%
Sole
238.19K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares157.97K
TypeSH
Market value$20.88M
5.31%
Sole
157.97K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares111K
TypeSH
Market value$20.71M
5.27%
Sole
111K
Shared
0.00
None
0.00
TRIP.COM GROUP LTD-ADR
SOLEShares258.55K
TypeSH
Market value$19.44M
4.95%
Sole
258.55K
Shared
0.00
None
0.00
FIGURE TECHNOLOGY SOLUTIO
SOLEShares485.29K
TypeSH
Market value$17.65M
4.49%
Sole
485.29K
Shared
0.00
None
0.00
XP INC
SOLEShares654K
TypeSH
Market value$12.29M
3.13%
Sole
654K
Shared
0.00
None
0.00
INTER & CO INC
SOLEShares981.40K
TypeSH
Market value$9.06M
2.30%
Sole
981.40K
Shared
0.00
None
0.00
ITAU UNIBANCO HLDG S A
SOLEShares958.50K
TypeSH
Market value$7.04M
1.79%
Sole
958.50K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC-A
SOLEShares25.03K
TypeSH
Market value$4.57M
1.16%
Sole
25.03K
Shared
0.00
None
0.00
GRAIL INC
SOLEShares63K
TypeSH
Market value$3.73M
0.95%
Sole
63K
Shared
0.00
None
0.00
MP MATERIALS CORP
SOLEShares20.93K
TypeSH
Market value$1.40M
0.36%
Sole
20.93K
Shared
0.00
None
0.00
VISHAY PRECISION GROUP INC
SOLEShares35.92K
TypeSH
Market value$1.15M
0.29%
Sole
35.92K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares32.95K
TypeSH
Market value$1.11M
0.28%
Sole
32.95K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares5.20K
TypeSH
Market value$397.1K
0.10%
Sole
5.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 277.43K | SH | $123.38M 31.39% | 277.43K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 227.75K | SH | $48.87M 12.43% | 227.75K | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ASOLE | CL A | 63.58K | SH | $46.69M 11.88% | 63.58K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 92.92K | SH | $31.36M 7.98% | 92.92K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 238.19K | SH | $23.34M 5.94% | 238.19K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 157.97K | SH | $20.88M 5.31% | 157.97K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 111K | SH | $20.71M 5.27% | 111K | 0.00 | 0.00 |
TRIP.COM GROUP LTD-ADRSOLE | ADS | 258.55K | SH | $19.44M 4.95% | 258.55K | 0.00 | 0.00 |
FIGURE TECHNOLOGY SOLUTIOSOLE | COM CL A | 485.29K | SH | $17.65M 4.49% | 485.29K | 0.00 | 0.00 |
XP INCSOLE | CL A | 654K | SH | $12.29M 3.13% | 654K | 0.00 | 0.00 |
INTER & CO INCSOLE | CLASS A COM | 981.40K | SH | $9.06M 2.30% | 981.40K | 0.00 | 0.00 |
ITAU UNIBANCO HLDG S ASOLE | SPON ADR REP PFD | 958.50K | SH | $7.04M 1.79% | 958.50K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC-ASOLE | CL A | 25.03K | SH | $4.57M 1.16% | 25.03K | 0.00 | 0.00 |
GRAIL INCSOLE | COM | 63K | SH | $3.73M 0.95% | 63K | 0.00 | 0.00 |
MP MATERIALS CORPSOLE | COM CL A | 20.93K | SH | $1.40M 0.36% | 20.93K | 0.00 | 0.00 |
VISHAY PRECISION GROUP INCSOLE | COM | 35.92K | SH | $1.15M 0.29% | 35.92K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 32.95K | SH | $1.11M 0.28% | 32.95K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 5.20K | SH | $397.1K 0.10% | 5.20K | 0.00 | 0.00 |