Long-term investor

Franchise Gp LTD @franchisegpltd

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002083646).

Record

  • Tracked since 2025-12-31 (264 days), 54 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -5.9%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • PDD · 17.6% · long · since 2025-12-31
  • AMD · 10.1% · long · since 2026-03-31
  • TSM · 9.8% · long · since 2025-12-31
  • NVDA · 9.2% · long · since 2025-12-31
  • YB · 8.6% · long · since 2025-12-31
  • SNDK · 7.9% · long · since 2026-03-31
  • MU · 7.2% · long · since 2026-03-31
  • AVGO · 6.1% · long · since 2026-03-31
  • IBIT · 3.9% · long · since 2025-12-31
  • NBIS · 3.3% · long · since 2026-06-30
  • WDC · 3.2% · long · since 2026-06-30
  • 512807306 · 3.0% · long · since 2026-06-30

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