DOSSIER · 13F-HR · Q2 2026

Franchise GP Ltd

$215M in tracked AUM across 39 positions as of Q2 2026.

FG
CIK 0002083646 · last filed Jun 30, 2026
Total AUM
$215M
as of Q2 2026
Holdings
39
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Franchise GP Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PDD
PDD HOLDINGS INC
$38M498K17.6%
02
AMD
ADVANCED MICRO DEVICES INC
$22M37K10.1%
03
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$21M44K9.8%
04
NVDA
NVIDIA CORPORATION
$20M99K9.2%
05
YB
YUANBAO INC
$19M1.2M8.6%
06
SNDK
SANDISK CORP
$17M8K7.9%
07
MU
MICRON TECHNOLOGY INC
$15M13K7.2%
08
AVGO
BROADCOM INC
$13M35K6.1%
09
IBIT
ISHARES BITCOIN TRUST ETF
$8M250K3.9%
10
N97284108
NEBIUS GROUP N.V.
$7M25K3.3%

Filing history

2026Q2Jun 30
$215M 20.9%
39 positionsView →
2026Q1Mar 31
$272M 206.4%
36 positionsView →
2025Q4Dec 31
$89M
24 positionsView →