WIM INVESTMENT MANAGEMENT Ltd
Net seller this quarter
$305M
26
-$46.5M
87.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSLA | $102M | 33.51% | 0.01% | Not reported | Q3 2024 |
 META | $44.2M | 14.46% | Not reported | Not reported | Q3 2024 |
 UBER | $20.6M | 6.76% | 0.01% | +4.5% | Q3 2024 |
 ITUB | $19.6M | 6.42% | 0.04% | Not reported | Q2 2025 |
 FIGR | $17M | 5.56% | Not reported | -6.9% | Q3 2025 |
 NET | $16.2M | 5.31% | Not reported | -71.0% | Q3 2024 |
 COIN | $15.2M | 4.99% | 0.04% | Not reported | Q2 2025 |
 TCOM | $10.3M | 3.37% | 0.04% | Not reported | Q1 2025 |
 INTR | $10.1M | 3.30% | 0.81% | +16.1% | Q3 2025 |
 NVDA | $9.97M | 3.27% | 0.00% | -25.0% | Q3 2024 |
 GRAL | $7.26M | 2.38% | 0.24% | Not reported | Q3 2024 |
 IONQ | $5.58M | 1.83% | 0.03% | +19.4% | Q4 2025 |
 PLTR | $4.38M | 1.43% | 0.00% | +49.9% | Q2 2025 |
 LEU | $4M | 1.31% | 0.17% | Not reported | Q4 2025 |
 ASPI | $3.37M | 1.10% | 0.42% | -10.0% | Q4 2025 |
 INFQ | $2.46M | 0.81% | 0.08% | -25.0% | Q4 2025 |
 GLW | $2.33M | 0.76% | 0.00% | New | Q2 2026 |
 LYFT | $1.95M | 0.64% | 0.04% | New | Q2 2026 |
 XPEV | $1.72M | 0.56% | Not reported | Not reported | Q4 2025 |
 QNT | $1.63M | 0.54% | Not reported | New | Q2 2026 |
 VPG | $1.31M | 0.43% | 0.07% | Not reported | Q2 2025 |
 BKNG | $1.02M | 0.34% | 0.00% | New | Q2 2026 |
 LITE | $922K | 0.30% | 0.00% | New | Q2 2026 |
 TMC | $792K | 0.26% | 0.04% | New | Q2 2026 |
 LAES | $723K | 0.24% | 0.12% | New | Q2 2026 |
 COHR | $347K | 0.11% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| TSLA | $90.4M | 26.80% | 0.01% | -12.3% | Q3 2024 |
| NET | $47M | 13.93% | Not reported | Not reported | Q3 2024 |
| META | $44.8M | 13.29% | Not reported | +17.9% | Q3 2024 |
| FIGR | $20.1M | 5.97% | Not reported | -20.4% | Q3 2025 |
| ITUB | $20.1M | 5.96% | 0.04% | +38.1% | Q2 2025 |
| UBER | $19.7M | 5.84% | 0.01% | Not reported | Q3 2024 |
| COIN | $18.2M | 5.39% | 0.04% | Not reported | Q2 2025 |
| TCOM | $12.9M | 3.82% | 0.04% | Not reported | Q1 2025 |
| INTR | $12.7M | 3.77% | 0.70% | +15.2% | Q3 2025 |
| NVDA | $11.6M | 3.44% | 0.00% | Not reported | Q3 2024 |
 ECHO | $8.39M | 2.49% | 0.15% | +1278.9% | Q3 2025 |
 GOOG | $6.52M | 1.93% | Not reported | Not reported | Q4 2025 |
| GRAL | $5.5M | 1.63% | 0.26% | Not reported | Q3 2024 |
| LEU | $4.14M | 1.23% | 0.17% | +16.9% | Q4 2025 |
| PLTR | $3.66M | 1.09% | 0.00% | Not reported | Q2 2025 |
| ASPI | $2.66M | 0.79% | 0.48% | Not reported | Q4 2025 |
| IONQ | $2.53M | 0.75% | 0.02% | Not reported | Q4 2025 |
| INFQ | $2.42M | 0.72% | 1.41% | +23.6% | Q4 2025 |
| XPEV | $2.22M | 0.66% | Not reported | +48.3% | Q4 2025 |
 GLD | $1.75M | 0.52% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| TSLA | $125M | 32.25% | 0.01% | Not reported | Q3 2024 |
| NET | $44.9M | 11.60% | Not reported | Not reported | Q3 2024 |
| META | $43.9M | 11.34% | Not reported | +4.6% | Q3 2024 |
| FIGR | $30.4M | 7.87% | Not reported | +53.6% | Q3 2025 |
| COIN | $23.6M | 6.09% | 0.04% | +12.2% | Q2 2025 |
| UBER | $22.4M | 5.78% | 0.01% | +14.9% | Q3 2024 |
| TCOM | $18.6M | 4.81% | 0.04% | Not reported | Q1 2025 |
| ITUB | $12.4M | 3.21% | 0.03% | +75.9% | Q2 2025 |
| NVDA | $12.4M | 3.20% | 0.00% | -40.1% | Q3 2024 |
| INTR | $11.8M | 3.04% | 0.61% | +41.3% | Q3 2025 |
| GRAL | $9.11M | 2.35% | 0.26% | +68.9% | Q3 2024 |
| GOOG | $7.13M | 1.84% | Not reported | New | Q4 2025 |
| LEU | $4.95M | 1.28% | 0.15% | New | Q4 2025 |
| PLTR | $4.45M | 1.15% | 0.00% | Not reported | Q2 2025 |
| IONQ | $3.94M | 1.02% | 0.02% | New | Q4 2025 |
| ASPI | $3.22M | 0.83% | 0.54% | New | Q4 2025 |
| INFQ | $3.11M | 0.80% | 1.14% | New | Q4 2025 |
 IBM | $2.22M | 0.57% | 0.00% | New | Q4 2025 |
| XPEV | $1.77M | 0.46% | Not reported | New | Q4 2025 |
 MP | $1.06M | 0.27% | 0.01% | Not reported | Q2 2025 |
| ECHO | $565K | 0.15% | 0.01% | Not reported | Q3 2025 |
 CAR | $308K | 0.08% | 0.01% | New | Q4 2025 |
| Q3 2025 | |||||
| TSLA | $123M | 31.39% | 0.01% | Not reported | Q3 2024 |
| NET | $48.9M | 12.43% | Not reported | -4.0% | Q3 2024 |
| META | $46.7M | 11.88% | Not reported | Not reported | Q3 2024 |
| COIN | $31.4M | 7.98% | 0.03% | +1474.9% | Q2 2025 |
| UBER | $23.3M | 5.94% | 0.01% | +4.7% | Q3 2024 |
 PDD | $20.9M | 5.31% | 0.00% | Not reported | Q3 2024 |
| NVDA | $20.7M | 5.27% | 0.00% | Not reported | Q3 2024 |
| TCOM | $19.4M | 4.95% | 0.04% | Not reported | Q1 2025 |
| FIGR | $17.6M | 4.49% | Not reported | New | Q3 2025 |
 XP | $12.3M | 3.13% | Not reported | New | Q3 2025 |
| INTR | $9.06M | 2.30% | 0.43% | New | Q3 2025 |
| ITUB | $7.04M | 1.79% | 0.02% | +38.4% | Q2 2025 |
| PLTR | $4.57M | 1.16% | 0.00% | +92.1% | Q2 2025 |
| GRAL | $3.73M | 0.95% | 0.17% | +200.0% | Q3 2024 |
| MP | $1.4M | 0.36% | 0.01% | -70.8% | Q2 2025 |
| VPG | $1.15M | 0.29% | 0.29% | -9.2% | Q2 2025 |
 INTC | $1.11M | 0.28% | 0.00% | New | Q3 2025 |
| ECHO | $397K | 0.10% | 0.01% | New | Q3 2025 |