13F HOLDINGS REPORT
WIM INVESTMENT MANAGEMENT Ltd
Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0002042565-25-000002
Total Value
$239.7M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 277,430 | $71.9M | 30.00% |
| 2 | META PLATFORMS INC | META | 54,400 | $31.4M | 13.08% |
| 3 | PDD HOLDINGS INC | PDD | 264,468 | $31.3M | 13.06% |
| 4 | CLOUDFLARE INC | NET | 237,249 | $26.7M | 11.16% |
| 5 | UBER TECHNOLOGIES INC | UBER | 227,588 | $16.6M | 6.92% |
| 6 | ROCKWELL AUTOMATION INC | ROK | 51,500 | $13.3M | 5.55% |
| 7 | TRIP COM GROUP LTD | TRPCF | 201,100 | $12.8M | 5.34% |
| 8 | NVIDIA CORP | NVDA | 111,000 | $12.0M | 5.02% |
| 9 | HONEYWELL INTL INC | 438516106 | 28,800 | $6.1M | 2.54% |
| 10 | RYDER SYS INC | R | 35,100 | $5.0M | 2.11% |
| 11 | PARKER-HANNIFIN CORP | PH | 8,290 | $5.0M | 2.10% |
| 12 | QUALCOMM INC | QCOM | 23,346 | $3.6M | 1.50% |
| 13 | EPAM SYS INC | EPAM | 16,200 | $2.7M | 1.14% |
| 14 | LATTICE SEMICONDUCTOR CORP | LSCC | 11,800 | $618,910 | 0.26% |
| 15 | GRAIL INC | GRAL | 21,000 | $536,340 | 0.22% |