Franchise Capital Ltd — 13F holdings

Franchise Capital Ltd reported 30 holdings worth $230M in its 13F filing for Q3 2025, filed October 28, 2025.

Largest positions

1. NVDA NVIDIA CORPORATION — $68.1M (29.6%)
2. PDD PDD HOLDINGS INC — $66.3M (28.8%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $33.4M (14.5%)
4. META META PLATFORMS INC — $17.8M (7.8%)
5. LKNCY Luckin Coffee Inc — $16.0M (7.0%)
6. GOOG ALPHABET INC — $6.45M (2.8%)
7. TSLA TESLA INC — $5.70M (2.5%)
8. AVGO BROADCOM INC — $2.73M (1.2%)
9. CHA CHAGEE HLDGS LTD — $2.61M (1.1%)
10. CRDO CREDO TECHNOLOGY GROUP HOLDI — $2.45M (1.1%)