13F HOLDINGS REPORT
WIM INVESTMENT MANAGEMENT Ltd
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0002042565-25-000005
Total Value
$301.0M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 277,430 | $88.1M | 29.28% |
| 2 | META PLATFORMS INC-CLASS A | META | 63,580 | $46.9M | 15.59% |
| 3 | CLOUDFLARE INC - CLASS A | NET | 237,249 | $46.5M | 15.44% |
| 4 | UBER TECHNOLOGIES INC | UBER | 227,588 | $21.2M | 7.05% |
| 5 | NVIDIA CORP | NVDA | 111,000 | $17.5M | 5.83% |
| 6 | ROCKWELL AUTOMATION INC | ROK | 51,500 | $17.1M | 5.68% |
| 7 | PDD HOLDINGS INC | PDD | 157,968 | $16.5M | 5.49% |
| 8 | TRIP.COM GROUP LTD-ADR | TRPCF | 258,550 | $15.2M | 5.04% |
| 9 | HONEYWELL INTERNATIONAL INC | 438516106 | 28,800 | $6.7M | 2.23% |
| 10 | PARKER HANNIFIN CORP | PH | 8,290 | $5.8M | 1.92% |
| 11 | RYDER SYSTEM INC | R | 35,100 | $5.6M | 1.85% |
| 12 | ITAU UNIBANCO H-SPON PRF ADR | 465562106 | 692,500 | $4.7M | 1.56% |
| 13 | MP MATERIALS CORP | MP | 71,700 | $2.4M | 0.79% |
| 14 | COINBASE GLOBAL INC | COIN | 5,900 | $2.1M | 0.69% |
| 15 | PALANTIR TECHNOLOGIES INC-A | PLTR | 13,030 | $1.8M | 0.59% |
| 16 | VISHAY PRECISION GROUP | VPG | 39,553 | $1.1M | 0.37% |
| 17 | GRAIL INC | GRAL | 21,000 | $1.1M | 0.36% |
| 18 | ALCOA CORP | AA | 23,600 | $696,436 | 0.23% |