本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR

Franchise Capital Ltd 13F Holdings -- Portfolio & Top Positions (2025-09-30)

Franchise Capital Ltd (CIK 1859388) reported $229.8M across 30 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: NVDA ($68.1M, 29.65%), PDD ($66.3M, 28.85%), TSM ($33.4M, 14.54%), META ($17.8M, 7.77%), LKNCY ($16.0M, 6.97%). Source: SEC Form 13F.

Rank

Ticker

Company

Value

% Portfolio

Action

NVDA

NVIDIA CORPORATION

$68.1M

29.65%

365,060

Hold

PDD

PDD HOLDINGS INC

$66.3M

28.85%

501,460

Trimmed

TSM

TAIWAN SEMICONDUCTOR MFG LTD

$33.4M

14.54%

119,580

Hold

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	NVDA	NVIDIA CORPORATION	$68.1M	29.65%	365,060	Hold
2	PDD	PDD HOLDINGS INC	$66.3M	28.85%	501,460	Trimmed
3	TSM	TAIWAN SEMICONDUCTOR MFG LTD	$33.4M	14.54%	119,580	Hold
4	META	META PLATFORMS CL A ORD	$17.8M	7.77%	24,300	Trimmed
5	LKNCY	LUCKIN COFFEE ADR REP 8 ORD	$16.0M	6.97%	421,321	Hold
6	GOOG	ALPHABET INC	$6.5M	2.81%	26,500	New
7	TSLA	TESLA INC	$5.7M	2.48%	12,815	Hold
8	AVGO	BROADCOM INC	$2.7M	1.19%	8,290	New
9	CHA	CHAGEE HLDGS LTD	$2.6M	1.13%	157,457	Hold
10	CRDO	CREDO TECHNOLOGY GROUP HOLDI	$2.4M	1.06%	16,800	New
11	RBLX	ROBLOX CORP	$2.1M	0.91%	15,140	Trimmed
12	YB	YUANBAO INC	$1.3M	0.57%	66,666	Hold
13	PLTR	PALANTIR TECHNOLOGIES INC	$857,374	0.37%	4,700	New
14	SE	SEA LTD	$762,462	0.33%	4,266	New
15	SHOP	SHOPIFY INC	$760,735	0.33%	5,119	New
16	IBIT	ISHARES BITCOIN TRUST ETF	$259,545	0.11%	3,993	Added
17	DLR	DIGITAL RLTY TR INC	$219,212	0.10%	1,268	Added
18	ETHA	ISHARES ETHEREUM TR	$222,146	0.10%	7,050	New
19	VTR	VENTAS INC	$222,008	0.10%	3,172	Hold
20	EQIX	EQUINIX INC	$209,125	0.09%	267	Added
21	PHM	PULTE GROUP INC	$216,693	0.09%	1,640	Added
22	AHR	AMERICAN HEALTHCARE REIT INC	$183,794	0.08%	4,375	Hold
23	DHI	D R HORTON INC	$182,519	0.08%	1,077	Added
24	HST	HOST HOTELS & RESORTS INC	$193,943	0.08%	11,395	Hold
25	CRCL	CIRCLE INTERNET GROUP INC	$115,345	0.05%	870	Trimmed