13F HOLDINGS REPORT
Franchise Capital Ltd
Quarter ended Q1 2025 · Filed April 3, 2025 · Accession 0001859388-25-000004
Total Value
$167.9M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 514,820 | $60.9M | 36.30% |
| 2 | NVIDIA CORPORATION | NVDA | 519,365 | $56.3M | 33.53% |
| 3 | META PLATFORMS CL A ORD | META | 43,503 | $25.1M | 14.94% |
| 4 | LUCKIN COFFEE ADR REP 8 ORD | LKNCY | 421,321 | $14.6M | 8.68% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 94,350 | $5.0M | 2.98% |
| 6 | TESLA INC | TSLA | 12,815 | $3.3M | 1.98% |
| 7 | DUOLINGO INC | DUOL | 5,146 | $1.6M | 0.95% |
| 8 | ISHARES BITCOIN TRUST ETF | IBIT | 5,205 | $243,646 | 0.15% |
| 9 | DIGITAL RLTY TR INC | 253868103 | 1,088 | $155,900 | 0.09% |
| 10 | EQUINIX INC | EQIX | 142 | $115,780 | 0.07% |
| 11 | HOST HOTELS & RESORTS INC | HST | 7,695 | $109,346 | 0.07% |
| 12 | AMERICAN HEALTHCARE REIT INC | AHR | 2,475 | $74,993 | 0.04% |
| 13 | VICI PPTYS INC | 925652109 | 2,296 | $74,896 | 0.04% |
| 14 | D R HORTON INC | 23331A109 | 541 | $68,777 | 0.04% |
| 15 | NVR INC | NVR | 7 | $50,711 | 0.03% |
| 16 | ESSENTIAL PPTYS RLTY TR INC | 29670E107 | 1,287 | $42,008 | 0.03% |
| 17 | IRON MTN INC DEL | 46284V101 | 455 | $39,148 | 0.02% |
| 18 | LENNAR CORP | LEN-B | 327 | $37,533 | 0.02% |
| 19 | VENTAS INC | VTR | 470 | $32,317 | 0.02% |
| 20 | WELLTOWER INC | WELL | 209 | $32,021 | 0.02% |