13F HOLDINGS REPORT
Franchise Capital Ltd
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001859388-25-000009
Total Value
$229.8M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 365,060 | $68.1M | 29.65% |
| 2 | PDD HOLDINGS INC | PDD | 501,460 | $66.3M | 28.85% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 119,580 | $33.4M | 14.54% |
| 4 | META PLATFORMS CL A ORD | META | 24,300 | $17.8M | 7.77% |
| 5 | LUCKIN COFFEE ADR REP 8 ORD | LKNCY | 421,321 | $16.0M | 6.97% |
| 6 | ALPHABET INC | GOOG | 26,500 | $6.5M | 2.81% |
| 7 | TESLA INC | TSLA | 12,815 | $5.7M | 2.48% |
| 8 | BROADCOM INC | AVGO | 8,290 | $2.7M | 1.19% |
| 9 | CHAGEE HLDGS LTD | CHA | 157,457 | $2.6M | 1.13% |
| 10 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 16,800 | $2.4M | 1.06% |
| 11 | ROBLOX CORP | RBLX | 15,140 | $2.1M | 0.91% |
| 12 | YUANBAO INC | YB | 66,666 | $1.3M | 0.57% |
| 13 | PALANTIR TECHNOLOGIES INC | PLTR | 4,700 | $857,374 | 0.37% |
| 14 | SEA LTD | SE | 4,266 | $762,462 | 0.33% |
| 15 | SHOPIFY INC | SHOP | 5,119 | $760,735 | 0.33% |
| 16 | ISHARES BITCOIN TRUST ETF | IBIT | 3,993 | $259,545 | 0.11% |
| 17 | ISHARES ETHEREUM TR | 46438R105 | 7,050 | $222,146 | 0.10% |
| 18 | VENTAS INC | VTR | 3,172 | $222,008 | 0.10% |
| 19 | DIGITAL RLTY TR INC | 253868103 | 1,268 | $219,212 | 0.10% |
| 20 | PULTE GROUP INC | 745867101 | 1,640 | $216,693 | 0.09% |
| 21 | EQUINIX INC | EQIX | 267 | $209,125 | 0.09% |
| 22 | HOST HOTELS & RESORTS INC | HST | 11,395 | $193,943 | 0.08% |
| 23 | AMERICAN HEALTHCARE REIT INC | AHR | 4,375 | $183,794 | 0.08% |
| 24 | D R HORTON INC | 23331A109 | 1,077 | $182,519 | 0.08% |
| 25 | CIRCLE INTERNET GROUP INC | CRCL | 870 | $115,345 | 0.05% |
| 26 | WELLTOWER INC | WELL | 569 | $101,362 | 0.04% |
| 27 | KE HLDGS INC | BEKE | 4,000 | $76,000 | 0.03% |
| 28 | VICI PPTYS INC | 925652109 | 2,296 | $74,873 | 0.03% |
| 29 | NVR INC | NVR | 7 | $56,243 | 0.02% |
| 30 | IRON MTN INC DEL | 46284V101 | 455 | $46,383 | 0.02% |