Franchise GP Ltd — 13F holdings

Franchise GP Ltd reported 42 holdings worth $236M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

1. PDD PDD HOLDINGS INC — $27.0M (11.5%)
2. TMV DIREXION SHS ETF TR — $24.0M (10.2%)
3. PBR PETROLEO BRASILEIRO SA PETRO — $17.7M (7.5%)
4. NVDA NVIDIA CORPORATION — $17.1M (7.2%)
5. AMD ADVANCED MICRO DEVICES INC — $16.5M (7.0%)
6. MU MICRON TECHNOLOGY INC — $15.1M (6.4%)
7. YB YUANBAO INC — $15.1M (6.4%)
8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $14.8M (6.3%)
9. LITE LUMENTUM HLDGS INC — $13.5M (5.7%)
10. SNDK SANDISK CORP — $13.2M (5.6%)