Q2 2026 13F · SEC CIK 2083646

Franchise GP Ltd

Investment managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $215.2M
Reported positions: 39
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Franchise GP Ltd is an investment manager that reported 39 positions worth $215.2M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Pdd Holdings Inc (PDD, 17.6%), Advanced Micro Devices Inc (AMD, 10.1%), Taiwan Semiconductor Manufac (TSM, 9.8%).

Franchise GP Ltd holdings all 39 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Franchise GP Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PDDPdd Holdings Inc	17.6%	18.7%	497,860	+0.0%	$38.0M
AMDAdvanced Micro Devices Inc	10.1%	0.8%	37,370	+256.6%	$21.7M
TSMTaiwan Semiconductor Manufac	9.8%	12.0%	44,040	-54.4%	$21.0M
NVDANvidia Corporation Com	9.2%	20.9%	98,619	-69.8%	$19.7M
YBYuanbao Inc -Adr	8.6%	3.5%	1,214,593	+127.5%	$18.5M
SNDKSandisk Corp	7.9%	1.0%	7,520	+75.3%	$17.1M
MUMicron Technology Inc	7.2%	1.0%	13,380	+61.0%	$15.4M
AVGOBroadcom Inc	6.1%	3.9%	34,980	+1.8%	$13.2M
IBITIshares Bitcoin Trust ETF	3.9%	0.1%	249,996	+6160.9%	$8.3M
NBISNebius Group N.v. Shs Class A	3.3%	New	25,487	—	$7.0M
WDCWestern Digital Corp	3.2%	New	10,710	—	$6.8M
LRCXLam Research Corp	3.0%	New	14,660	—	$6.4M
STXSeagate Technology Hldngs Pl	2.3%	New	5,030	—	$4.9M
LITELumentum Hldgs Inc Com	1.8%	4.9%	4,600	-76.0%	$3.9M
TERTeradyne Inc	1.1%	0.5%	5,000	+0.0%	$2.4M
DELLDell Technologies Inc	1.0%	New	4,950	—	$2.1M
LSCCLattice Semiconductor Corp	0.9%	New	13,200	—	$2.0M
ADIAnalog Devices Inc	0.8%	New	4,600	—	$1.8M
SNOWSnowflake Inc	0.4%	New	3,130	—	$797K
AMATApplied Matls Inc	0.3%	New	850	—	$615K
ARMArm Hldgs PLC Equity A Funsponsored ADR	0.2%	New	1,250	—	$443K
VTRVentas Inc	0.1%	0.0%	3,631	+626.2%	$322K
PHMPulte Group Inc	0.1%	0.1%	1,960	+0.0%	$269K
AHRAmerican Healthcare REIT Inc	0.1%	0.0%	4,838	+207.2%	$252K
CTRECareTrust REIT Inc	0.1%	New	5,738	—	$232K
WELLWelltower Inc	0.1%	0.0%	988	+120.0%	$224K
46438R105Ishares Ethereum Tr	0.1%	0.0%	16,750	+124.8%	$199K
DHIDR Horton Inc	0.1%	0.1%	1,077	+0.0%	$175K
NOKNokia Corp	0.1%	New	13,190	—	$175K
DLRDigital Realty Trust Inc	0.1%	0.1%	938	-26.0%	$168K
GDSGds Hldgs Ltd	0.1%	New	4,640	—	$139K
COLDAmericold Realty Trust Inc	0.1%	0.0%	8,730	+0.0%	$137K
HSTHost Hotels and Resorts Inc	0.1%	0.1%	5,395	-52.7%	$128K
BMNRBitmine Immersion Techs Inc	0.1%	0.0%	9,200	+109.1%	$122K
IRMIron Mountain Inc	0.0%	0.0%	815	+79.1%	$103K
EQIXEquinix Inc	0.0%	0.1%	80	-70.0%	$83K
VICIVICI Properties Inc	0.0%	0.0%	2,296	+0.0%	$61K
BEKEKe Hldgs Inc	0.0%	0.0%	4,000	+0.0%	$58K
CRCLCircle Internet Group Inc	0.0%	15.6%	870	-99.8%	$54K

What Franchise GP Ltd bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$215.2M	39
Q1 2026	$271.9M	36
Q4 2025	$88.8M	24

Questions about Franchise GP Ltd's portfolio

What stocks does Franchise GP Ltd own?

Franchise GP Ltd's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 39 positions worth $215.2M. The largest are Pdd Holdings Inc (PDD) at 17.6%, Advanced Micro Devices Inc (AMD) at 10.1%, Taiwan Semiconductor Manufac (TSM) at 9.8%, Nvidia Corporation Com (NVDA) at 9.2% and Yuanbao Inc -Adr (YB) at 8.6%.

What did Franchise GP Ltd buy last quarter?

In Q2 2026, Franchise GP Ltd added a new position in Nebius Group N.v. Shs Class A (NBIS), a new position in Western Digital Corp (WDC), a new position in Lam Research Corp (LRCX), a new position in Seagate Technology Hldngs Pl (STX), a new position in Dell Technologies Inc (DELL), Ishares Bitcoin Trust ETF (IBIT) (+6160.9% shares), Ventas Inc (VTR) (+626.2% shares) and Advanced Micro Devices Inc (AMD) (+256.6% shares), compared with its Q1 2026 filing.

What did Franchise GP Ltd sell last quarter?

In Q2 2026, Franchise GP Ltd sold all of Petroleo Brasileiro SA - Petro (PBR), sold all of Alphabet Inc (GOOG), sold all of Meta Platforms Inc Class A (META), sold all of Futu Hldgs Ltd (FUTU), sold all of Vertiv Holdings Co (VRT), Circle Internet Group Inc (CRCL) (-99.8% shares), Lumentum Hldgs Inc Com (LITE) (-76.0% shares) and Equinix Inc (EQIX) (-70.0% shares), compared with its Q1 2026 filing.

When is Franchise GP Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Franchise GP Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.