DOSSIER · 13F-HR · Q3 2026

Franchise GP Ltd

$236M in tracked AUM across 42 positions as of Q3 2026.

FG
CIK 0002083646 · last filed Sep 30, 2026
Total AUM
$236M
as of Q3 2026
Holdings
42
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Franchise GP Ltd filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
PDD
PDD HOLDINGS INC
$27M347K11.5%
02
TMV
DIREXION SHARES ETF TRUST
$24M480K10.2%
03
PBR
PETROLEO BRASILEIRO S A
$18M930K7.5%
04
NVDA
NVIDIA CORPORATION
$17M75K7.2%
05
AMD
ADVANCED MICRO DEVICES INC
$17M27K7.0%
06
MU
MICRON TECHNOLOGY INC
$15M14K6.4%
07
YB
YUANBAO INC
$15M1.2M6.4%
08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$15M32K6.3%
09
LITE
LUMENTUM HLDGS INC
$13M14K5.7%
10
SNDK
SANDISK CORP
$13M8K5.6%

Filing history

2026Q3Sep 30
$236M▲ 9.5%
42 positionsView →
2026Q2Jun 30
$215M▼ 20.9%
39 positionsView →
2026Q1Mar 31
$272M▲ 206.4%
36 positionsView →
2025Q4Dec 31
$89M—
24 positionsView →