13F HOLDINGS REPORT
WIM INVESTMENT MANAGEMENT Ltd
Quarter ended Q3 2024 · Filed November 7, 2024 · Accession 0002042565-24-000001
Total Value
$237.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 277,430 | $72.6M | 30.52% |
| 2 | MICROSOFT CORP | MSFT | 110,241 | $47.4M | 19.95% |
| 3 | PDD HOLDINGS INC | PDD | 272,968 | $36.8M | 15.47% |
| 4 | CLOUDFLARE INC | NET | 316,332 | $25.6M | 10.76% |
| 5 | NVIDIA CORP | NVDA | 128,500 | $15.6M | 6.56% |
| 6 | UBER TECHNOLOGIES INC | UBER | 206,088 | $15.5M | 6.51% |
| 7 | ROCKWELL AUTOMATION INC | ROK | 24,200 | $6.5M | 2.73% |
| 8 | LULULEMON ATHLETICA INC | LULU | 18,080 | $4.9M | 2.06% |
| 9 | TENCENT MUSIC ENTMT GROUP | XHLD | 384,200 | $4.6M | 1.95% |
| 10 | DUOLINGO INC | DUOL | 11,760 | $3.3M | 1.39% |
| 11 | QUALCOMM INC | QCOM | 14,575 | $2.5M | 1.04% |
| 12 | META PLATFORMS INC | META | 2,600 | $1.5M | 0.63% |
| 13 | RYDER SYS INC | R | 5,000 | $729,000 | 0.31% |
| 14 | GRAIL INC | GRAL | 21,000 | $288,960 | 0.12% |