Franchise GP Ltd
Net seller this quarter
$215M
39
-$72.5M
83.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PDD | $38M | 17.64% | 0.01% | Not reported | Q4 2025 |
 AMD | $21.7M | 10.09% | 0.00% | +256.6% | Q1 2026 |
 TSM | $21M | 9.77% | 0.00% | -54.5% | Q4 2025 |
 NVDA | $19.7M | 9.17% | 0.00% | -69.8% | Q4 2025 |
 YB | $18.5M | 8.60% | 1.14% | +127.5% | Q4 2025 |
 SNDK | $17.1M | 7.94% | 0.01% | +75.3% | Q1 2026 |
 MU | $15.4M | 7.18% | 0.00% | +61.0% | Q1 2026 |
 AVGO | $13.2M | 6.14% | 0.00% | +1.8% | Q1 2026 |
 IBIT | $8.32M | 3.87% | 0.02% | +6160.9% | Q4 2025 |
 NBIS | $7.04M | 3.27% | 0.01% | New | Q2 2026 |
 WDC | $6.84M | 3.18% | 0.00% | New | Q2 2026 |
 LRCX | $6.35M | 2.95% | 0.00% | New | Q2 2026 |
 STX | $4.85M | 2.26% | 0.00% | New | Q2 2026 |
 LITE | $3.95M | 1.83% | 0.01% | -76.0% | Q1 2026 |
 TER | $2.42M | 1.12% | 0.00% | Not reported | Q1 2026 |
 DELL | $2.14M | 0.99% | 0.00% | New | Q2 2026 |
 LSCC | $2.02M | 0.94% | 0.01% | New | Q2 2026 |
 ADI | $1.83M | 0.85% | 0.00% | New | Q2 2026 |
 SNOW | $797K | 0.37% | 0.00% | New | Q2 2026 |
 AMAT | $615K | 0.29% | 0.00% | New | Q2 2026 |
 ARM | $443K | 0.21% | 0.00% | New | Q2 2026 |
 VTR | $322K | 0.15% | 0.00% | +626.2% | Q4 2025 |
 PHM | $269K | 0.12% | 0.00% | Not reported | Q4 2025 |
 AHR | $252K | 0.12% | 0.00% | +207.2% | Q4 2025 |
 CTRE | $232K | 0.11% | 0.00% | New | Q2 2026 |
 WELL | $224K | 0.10% | 0.00% | +120.0% | Q4 2025 |
| ETHA | $199K | 0.09% | 0.00% | +124.8% | Q4 2025 |
 DHI | $175K | 0.08% | 0.00% | Not reported | Q4 2025 |
 NOK | $175K | 0.08% | 0.00% | New | Q2 2026 |
 DLR | $168K | 0.08% | 0.00% | -26.0% | Q4 2025 |
 GDS | $139K | 0.06% | 0.00% | New | Q2 2026 |
 COLD | $137K | 0.06% | 0.00% | Not reported | Q4 2025 |
 HST | $128K | 0.06% | 0.00% | -52.7% | Q4 2025 |
 BMNR | $122K | 0.06% | 0.00% | +109.1% | Q4 2025 |
 IRM | $103K | 0.05% | 0.00% | +79.1% | Q4 2025 |
 EQIX | $83.4K | 0.04% | 0.00% | -70.0% | Q4 2025 |
 VICI | $61K | 0.03% | 0.00% | Not reported | Q4 2025 |
 BEKE | $58.1K | 0.03% | Not reported | Not reported | Q4 2025 |
 CRCL | $54.5K | 0.03% | Not reported | -99.8% | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $56.9M | 20.93% | 0.00% | +158.3% | Q4 2025 |
| PDD | $50.9M | 18.71% | 0.01% | +64.6% | Q4 2025 |
| CRCL | $42.3M | 15.57% | Not reported | +50901.5% | Q4 2025 |
| TSM | $32.7M | 12.01% | 0.00% | +103.6% | Q4 2025 |
 PBR | $17.7M | 6.50% | 0.01% | New | Q1 2026 |
| LITE | $13.5M | 4.95% | 0.03% | New | Q1 2026 |
| AVGO | $10.6M | 3.91% | 0.00% | New | Q1 2026 |
| YB | $9.42M | 3.46% | 0.50% | +700.8% | Q4 2025 |
 GOOG | $9.1M | 3.35% | Not reported | +82.9% | Q4 2025 |
 META | $4.89M | 1.80% | Not reported | +39.7% | Q4 2025 |
 FUTU | $4.01M | 1.48% | 0.01% | New | Q1 2026 |
 VRT | $3.16M | 1.16% | 0.00% | New | Q1 2026 |
| MU | $2.81M | 1.03% | 0.00% | New | Q1 2026 |
| SNDK | $2.73M | 1.00% | 0.00% | New | Q1 2026 |
| AMD | $2.13M | 0.78% | 0.00% | New | Q1 2026 |
 RBLX | $1.7M | 0.62% | 0.00% | New | Q1 2026 |
 PLTR | $1.52M | 0.56% | 0.00% | New | Q1 2026 |
| TER | $1.48M | 0.55% | 0.00% | New | Q1 2026 |
 APH | $1.47M | 0.54% | 0.00% | New | Q1 2026 |
 LLY | $920K | 0.34% | 0.00% | New | Q1 2026 |
| EQIX | $262K | 0.10% | 0.00% | Not reported | Q4 2025 |
| PHM | $231K | 0.08% | 0.00% | Not reported | Q4 2025 |
| DLR | $229K | 0.08% | 0.00% | Not reported | Q4 2025 |
| HST | $218K | 0.08% | 0.00% | Not reported | Q4 2025 |
| IBIT | $153K | 0.06% | 0.00% | Not reported | Q4 2025 |
| DHI | $148K | 0.05% | 0.00% | Not reported | Q4 2025 |
| ETHA | $118K | 0.04% | 0.00% | Not reported | Q4 2025 |
 APP | $110K | 0.04% | 0.00% | New | Q1 2026 |
| COLD | $100K | 0.04% | 0.00% | -48.0% | Q4 2025 |
| WELL | $88.8K | 0.03% | 0.00% | Not reported | Q4 2025 |
| BMNR | $87K | 0.03% | 0.00% | Not reported | Q4 2025 |
| AHR | $74.3K | 0.03% | 0.00% | -38.8% | Q4 2025 |
| VICI | $62.7K | 0.02% | 0.00% | Not reported | Q4 2025 |
| BEKE | $59.9K | 0.02% | Not reported | Not reported | Q4 2025 |
| IRM | $46.5K | 0.02% | 0.00% | Not reported | Q4 2025 |
| VTR | $40.9K | 0.02% | 0.00% | -54.6% | Q4 2025 |
| Q4 2025 | |||||
| PDD | $34.3M | 38.64% | 0.01% | New | Q4 2025 |
| NVDA | $23.6M | 26.55% | 0.00% | New | Q4 2025 |
| TSM | $14.4M | 16.26% | 0.00% | New | Q4 2025 |
| GOOG | $5.44M | 6.13% | Not reported | New | Q4 2025 |
| META | $4.04M | 4.55% | Not reported | New | Q4 2025 |
 HSDT | $2.88M | 3.25% | 0.52% | New | Q4 2025 |
| YB | $1.35M | 1.52% | 0.06% | New | Q4 2025 |
 SE | $544K | 0.61% | 0.00% | New | Q4 2025 |
| PHM | $230K | 0.26% | 0.00% | New | Q4 2025 |
| COLD | $216K | 0.24% | 0.01% | New | Q4 2025 |
| EQIX | $205K | 0.23% | 0.00% | New | Q4 2025 |
| HST | $202K | 0.23% | 0.00% | New | Q4 2025 |
| IBIT | $199K | 0.22% | 0.00% | New | Q4 2025 |
| DLR | $196K | 0.22% | 0.00% | New | Q4 2025 |
| ETHA | $166K | 0.19% | 0.00% | New | Q4 2025 |
| DHI | $155K | 0.17% | 0.00% | New | Q4 2025 |
| AHR | $121K | 0.14% | 0.00% | New | Q4 2025 |
| BMNR | $119K | 0.13% | 0.00% | New | Q4 2025 |
| VTR | $85.1K | 0.10% | 0.00% | New | Q4 2025 |
| WELL | $83.3K | 0.09% | 0.00% | New | Q4 2025 |
| CRCL | $69K | 0.08% | Not reported | New | Q4 2025 |
| VICI | $64.6K | 0.07% | 0.00% | New | Q4 2025 |
| BEKE | $63K | 0.07% | Not reported | New | Q4 2025 |
| IRM | $37.7K | 0.04% | 0.00% | New | Q4 2025 |