Holdings
Franchise GP Ltd
As of Sep 30, 2026, Franchise GP Ltd reported 40 positions worth US$231M. Largest: PDD Holdings Inc., Direxion Daily 20+ Year Treasury Bear 3X ETF and Petroleo Brasileiro Sa. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| PDD Holdings Inc. | 347K | US$27M | new | Sep 30, 2026 |
| Direxion Daily 20+ Year Treasury Bear 3X ETF | 480K | US$24M | new | Sep 30, 2026 |
| Petroleo Brasileiro Sa | 930K | US$17.7M | new | Sep 30, 2026 |
| Nvidia Corporation | 74,680 | US$17.1M | −23,939 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 27,040 | US$16.5M | −10,330 | Sep 30, 2026 |
| Micron Technology, Inc. | 14,200 | US$15.1M | +820 | Sep 30, 2026 |
| Yuanbao, Inc. | 1.21M | US$15.1M | new | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 32,460 | US$14.8M | −11,580 | Sep 30, 2026 |
| Lumentum Holdings Inc. | 13,880 | US$13.5M | +9,280 | Sep 30, 2026 |
| Sandisk Corporation | 7,570 | US$13.2M | +50 | Sep 30, 2026 |