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Disclosed positions
Franchise GP Ltd: source evidence dated 2026-07-23T03:59:59.999Z.
- Issuer
- PDD HOLDINGS INC
- Ticker
- PDD
- Class
- SPONSORED ADS
- Reported value
- $37,976,761
- Reported amount
- 497,860
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002083646-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| PDD HOLDINGS INC | PDD | SPONSORED ADS | $37,976,761 | 497,860 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $21,708,607 | 37,370 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $21,032,183 | 44,040 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $19,732,676 | 98,619 | SH | None |
| YUANBAO INC | YB | SPONSORED ADS | $18,510,397 | 1,214,593 | SH | None |
| SANDISK CORP | SNDK | COM | $17,098,450 | 7,520 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $15,444,400 | 13,380 | SH | None |
| BROADCOM INC | AVGO | COM | $13,213,695 | 34,980 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $8,322,367 | 249,996 | SH | None |
| NEBIUS GROUP N.V. | NBIS | SHS CLASS A | $7,038,745 | 25,487 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $6,840,691 | 10,710 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $6,352,618 | 14,660 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $4,853,950 | 5,030 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $3,947,076 | 4,600 | SH | None |
| TERADYNE INC | TER | COM | $2,419,200 | 5,000 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $2,135,727 | 4,950 | SH | None |
| LATTICE SEMICONDUCTOR CORP | LSCC | COM | $2,019,072 | 13,200 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $1,826,982 | 4,600 | SH | None |
| SNOWFLAKE INC | SNOW | COM SHS | $796,585 | 3,130 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $614,550 | 850 | SH | None |
| ARM HOLDINGS PLC | ARM | SPONSORED ADS | $443,213 | 1,250 | SH | None |
| VENTAS INC | VTR | COM | $322,433 | 3,631 | SH | None |
| PULTE GROUP INC | PHM | COM | $268,932 | 1,960 | SH | None |
| AMERICAN HEALTHCARE REIT INC | AHR | COM SHS | $252,302 | 4,838 | SH | None |
| CARETRUST REIT INC | CTRE | COM | $231,529 | 5,738 | SH | None |
| WELLTOWER INC | WELL | COM | $224,246 | 988 | SH | None |
| ISHARES ETHEREUM TR | ETHA | SHS | $199,158 | 16,750 | SH | None |
| D R HORTON INC | DHI | COM | $175,422 | 1,077 | SH | None |
| NOKIA CORP | NOK | SPONSORED ADR | $175,163 | 13,190 | SH | None |
| DIGITAL RLTY TR INC | DLR | COM | $168,446 | 938 | SH | None |
| GDS HLDGS LTD | GDS | SPONSORED ADS | $139,339 | 4,640 | SH | None |
| AMERICOLD REALTY TRUST INC | COLD | COM | $137,236 | 8,730 | SH | None |
| HOST HOTELS & RESORTS INC | HST | COM | $127,916 | 5,395 | SH | None |
| BITMINE IMMERSION TECHS INC | BMNR | COM NEW | $122,452 | 9,200 | SH | None |
| IRON MTN INC DEL | IRM | COM | $102,943 | 815 | SH | None |
| EQUINIX INC | EQIX | COM | $83,391 | 80 | SH | None |
| VICI PPTYS INC | VICI | COM | $60,959 | 2,296 | SH | None |
| KE HLDGS INC | BEKE | SPONSORED ADS | $58,120 | 4,000 | SH | None |
| CIRCLE INTERNET GROUP INC | CRCL | COM CL A | $54,488 | 870 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.