13F HOLDINGS REPORT
WIM INVESTMENT MANAGEMENT Ltd
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0002042565-25-000001
Total Value
$291.2M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 277,430 | $112.0M | 38.48% |
| 2 | MICROSOFT CORP | MSFT | 99,241 | $41.8M | 14.37% |
| 3 | META PLATFORMS INC | META | 48,900 | $28.6M | 9.83% |
| 4 | PDD HOLDINGS INC | PDD | 264,468 | $25.7M | 8.81% |
| 5 | CLOUDFLARE INC | NET | 237,249 | $25.5M | 8.77% |
| 6 | UBER TECHNOLOGIES INC | UBER | 227,588 | $13.7M | 4.72% |
| 7 | ROCKWELL AUTOMATION INC | ROK | 39,950 | $11.4M | 3.92% |
| 8 | NVIDIA CORP | NVDA | 75,000 | $10.1M | 3.46% |
| 9 | RYDER SYS INC | R | 35,100 | $5.5M | 1.89% |
| 10 | HONEYWELL INTL INC | 438516106 | 20,500 | $4.6M | 1.59% |
| 11 | DUOLINGO INC | DUOL | 11,760 | $3.8M | 1.31% |
| 12 | PARKER-HANNIFIN CORP | PH | 5,750 | $3.7M | 1.26% |
| 13 | QUALCOMM INC | QCOM | 23,346 | $3.6M | 1.23% |
| 14 | LATTICE SEMICONDUCTOR CORP | LSCC | 11,800 | $668,470 | 0.23% |
| 15 | GRAIL INC | GRAL | 21,000 | $374,850 | 0.13% |