13F HOLDINGS REPORT
WIM INVESTMENT MANAGEMENT Ltd
Quarter ended Q4 2025 · Filed February 5, 2026 · Accession 0002042565-26-000001
Total Value
$386.9M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 277,430 | $124.8M | 32.25% |
| 2 | CLOUDFLARE INC | NET | 227,749 | $44.9M | 11.60% |
| 3 | META PLATFORMS INC-CLASS A | META | 66,480 | $43.9M | 11.34% |
| 4 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 745,286 | $30.4M | 7.87% |
| 5 | COINBASE GLOBAL INC | COIN | 104,216 | $23.6M | 6.09% |
| 6 | UBER TECHNOLOGIES INC | UBER | 273,688 | $22.4M | 5.78% |
| 7 | TRIP.COM GROUP LTD-ADR | TRPCF | 258,550 | $18.6M | 4.81% |
| 8 | ITAU UNIBANCO HLDG S A | 465562106 | 1,737,000 | $12.4M | 3.21% |
| 9 | NVIDIA CORP | NVDA | 66,450 | $12.4M | 3.20% |
| 10 | INTER & CO INC | INTR | 1,386,400 | $11.8M | 3.04% |
| 11 | GRAIL INC | GRAL | 106,400 | $9.1M | 2.35% |
| 12 | ALPHABET INC | GOOG | 22,720 | $7.1M | 1.84% |
| 13 | CENTRUS ENERGY CORP | LEU | 20,400 | $5.0M | 1.28% |
| 14 | PALANTIR TECHNOLOGIES INC-A | PLTR | 25,030 | $4.4M | 1.15% |
| 15 | IONQ INC | IONQ-WT | 87,700 | $3.9M | 1.02% |
| 16 | ASP ISOTOPES INC | ASPI | 601,400 | $3.2M | 0.83% |
| 17 | CHURCHILL CAP CORP X | G2130T108 | 199,200 | $3.1M | 0.80% |
| 18 | INTERNATIONAL BUSINESS MACHS | INTR | 7,500 | $2.2M | 0.57% |
| 19 | XPENG INC | XPNGF | 87,500 | $1.8M | 0.46% |
| 20 | MP MATERIALS CORP | MP | 20,925 | $1.1M | 0.27% |
| 21 | ECHOSTAR CORP | SATS | 5,200 | $565,240 | 0.15% |
| 22 | AVIS BUDGET GROUP | CAR | 2,400 | $307,968 | 0.08% |