Franchise GP
$272M 13F equity value
38 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 326,370 | $57M | 20.9% |
| PDD | PDD HOLDINGS INC | 497,860 | $51M | 18.7% |
| CRCL | CIRCLE INTERNET GROUP INC | 443,713 | $42M | 15.6% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 96,680 | $33M | 12.0% |
| PBR | PETROLEO BRASILEIRO S A | 852,338 | $18M | 6.5% |
| LITE | LUMENTUM HLDGS INC | 19,150 | $13M | 4.9% |
| AVGO | BROADCOM INC | 34,360 | $11M | 3.9% |
| YB | YUANBAO INC | 533,837 | $9M | 3.5% |
| GOOG | ALPHABET INC | 31,720 | $9M | 3.3% |
| META | META PLATFORMS CL A ORD | 8,550 | $5M | 1.8% |
Track Franchise GP's 13F portfolio: $272M in reported holdings, 38 positions. Top holdings and quarterly changes on SentiSense.