Franchise Gp Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$271.9M
Q ending 2026-03-31
Prior quarter
$88.8M
Q ending 2025-12-31
Change
+206.4% QoQ
Positions
36
reported holdings
Largest positions
All 36 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $56.9M | 326K |
| Pdd Holdings Inc | PDD | Shares | $50.9M | 498K |
| Circle Internet Group Inc | CRCL | Shares | $42.3M | 444K |
| Taiwan Semiconductor Manufac | TSM | Shares | $32.7M | 97K |
| Petroleo Brasileiro S A | PBR | Shares | $17.7M | 852K |
| Lumentum Hldgs Inc | LITE | Shares | $13.5M | 19K |
| Broadcom Inc | AVGO | Shares | $10.6M | 34K |
| Yuanbao Inc | YB | Shares | $9.4M | 534K |
| Alphabet Inc | GOOG | Shares | $9.1M | 32K |
| Meta Platforms Cl A Ord | META | Shares | $4.9M | 9K |
| Futu Hldgs Ltd | FUTU | Shares | $4.0M | 29K |
| Vertiv Holdings Co | VRT | Shares | $3.2M | 13K |
| Micron Technoloty Inc | MU | Shares | $2.8M | 8K |
| Sandisk Corp | SNDK | Shares | $2.7M | 4K |
| Advanced Micro Devices Inc | AMD | Shares | $2.1M | 10K |
| Roblox Corp | RBLX | Shares | $1.7M | 30K |
| Palantir Technologies Inc | PLTR | Shares | $1.5M | 10K |
| Teradyne Inc | TER | Shares | $1.5M | 5K |
| Amphenol Corp | APH | Shares | $1.5M | 12K |
| Eli Lilly & Co | LLY | Shares | $920K | 1K |
| Equinix Inc | EQIX | Shares | $262K | 267 |
| Pulte Group Inc | PHM | Shares | $231K | 2K |
| Digital Rlty Tr Inc | DLR | Shares | $229K | 1K |
| Host Hotels & Resorts Inc | HST | Shares | $218K | 11K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $153K | 4K |
| D R Horton Inc | DHI | Shares | $148K | 1K |
| Ishares Ethereum Tr | ETHA | Shares | $118K | 7K |
| Applovin Corp | APP | Shares | $110K | 277 |
| Americold Realty Trust Inc | COLD | Shares | $100K | 9K |
| Welltower Inc | WELL | Shares | $89K | 449 |
| Bitmine Immersion Tecnologie | BMNR | Shares | $87K | 4K |
| American Healthcare Reit Inc | AHR | Shares | $74K | 2K |
| Vici Pptys Inc | VICI | Shares | $63K | 2K |
| Ke Hldgs Inc | BEKE | Shares | $60K | 4K |
| Iron Mtn Inc Del | IRM | Shares | $46K | 455 |
| Ventas Inc | VTR | Shares | $41K | 500 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.