Franchise GP Ltd holds a focused book of 39 stocks worth $215.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Nebius Group NV and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is PDD Holdings Inc at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Franchise GP Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 51 / 39 | $198.4B |
| UBS Group AG | 51 / 39 | $59.8B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51 / 39 | $10.5B |
| BlackRock, Inc. | 50 / 39 | $1.0T |
| JPMORGAN CHASE & CO | 50 / 39 | $241.0B |
| NORTHERN TRUST CORP | 50 / 39 | $129.9B |
| ROYAL BANK OF CANADA | 50 / 39 | $51.3B |
| BARCLAYS PLC | 50 / 39 | $45.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Franchise GP Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | PDD Holdings Inc SPONSORED ADS | $38.0M | 497.9K | 17.6% | —Held | |
| 2 | Advanced Micro Devices Inc COM | $21.7M | 37.4K | 10.1% | ▲+257% Added · +27K sh | |
| 3 | Taiwan Semiconductor Manufac SPONSORED ADS | $21.0M | 44.0K | 9.8% | ▼−54% Reduced · −53K sh | |
| 4 | Nvidia Corporation COM | $19.7M | 98.6K | 9.2% | ▼−70% Reduced · −228K sh | |
| 5 | Yuanbao Inc SPONSORED ADS | $18.5M | 1.21M | 8.6% | ▲+128% Added · +681K sh | |
| 6 | Sandisk Corp COM | $17.1M | 7.5K | 7.9% | ▲+75% Added · +3K sh | |
| 7 | Micron Technology Inc COM | $15.4M | 13.4K | 7.2% | ▲+61% Added · +5K sh | |
| 8 | Broadcom Inc COM | $13.2M | 35.0K | 6.1% | ▲+1.8% Added · +620 sh | |
| 9 | Ishares Bitcoin Trust ETF SHS BEN INT | $8.3M | 250.0K | 3.9% | ▲63× Added · +246K sh | |
| 10 | Nebius Group N.V. SHS CLASS A | $7.0M | 25.5K | 3.3% | ▲New New position | |
| 11 | Western Digital Corp COM | $6.8M | 10.7K | 3.2% | ▲New New position | |
| 12 | Lam Research Corp COM NEW | $6.4M | 14.7K | 3.0% | ▲New New position | |
| 13 | Seagate Technology HLDNGS PL ORD SHS | $4.9M | 5.0K | 2.3% | ▲New New position | |
| 14 | Lumentum Hldgs Inc COM | $3.9M | 4.6K | 1.8% | ▼−76% Reduced · −15K sh | |
| 15 | Teradyne Inc COM | $2.4M | 5.0K | 1.1% | —Held | |
| 16 | Dell Technologies Inc CL C | $2.1M | 5.0K | 1.0% | ▲New New position | |
| 17 | Lattice Semiconductor Corp COM | $2.0M | 13.2K | 0.9% | ▲New New position | |
| 18 | Analog Devices Inc COM | $1.8M | 4.6K | 0.8% | ▲New New position | |
| 19 | Snowflake Inc COM SHS | $797K | 3.1K | 0.4% | ▲New New position | |
| 20 | Applied Matls Inc COM | $615K | 850 | 0.3% | ▲New New position | |
| 21 | Arm Holdings PLC SPONSORED ADS | $443K | 1.3K | 0.2% | ▲New New position | |
| 22 | Ventas Inc COM | $322K | 3.6K | 0.1% | ▲+626% Added · +3K sh | |
| 23 | Pulte Group Inc COM | $269K | 2.0K | 0.1% | —Held | |
| 24 | American Healthcare REIT Inc COM SHS | $252K | 4.8K | 0.1% | ▲+207% Added · +3K sh | |
| 25 | Caretrust REIT Inc COM | $232K | 5.7K | 0.1% | ▲New New position | |
| 26 | Welltower Inc COM | $224K | 988 | 0.1% | ▲+120% Added · +539 sh | |
| 27 | Ishares Ethereum TR SHS | $199K | 16.8K | 0.1% | ▲+125% Added · +9K sh | |
| 28 | D R Horton Inc COM | $175K | 1.1K | 0.1% | —Held | |
| 29 | Nokia Corp SPONSORED ADR | $175K | 13.2K | 0.1% | ▲New New position | |
| 30 | Digital Rlty TR Inc COM | $168K | 938 | 0.1% | ▼−26% Reduced · −330 sh | |
| 31 | GDS Hldgs Ltd SPONSORED ADS | $139K | 4.6K | 0.1% | ▲New New position | |
| 32 | Americold Realty Trust Inc COM | $137K | 8.7K | 0.1% | —Held | |
| 33 | Host Hotels & Resorts Inc COM | $128K | 5.4K | 0.1% | ▼−53% Reduced · −6K sh | |
| 34 | Bitmine Immersion Techs Inc COM NEW | $122K | 9.2K | 0.1% | ▲+109% Added · +5K sh | |
| 35 | Iron MTN Inc Del COM | $103K | 815 | 0.0% | ▲+79% Added · +360 sh | |
| 36 | Equinix Inc COM | $83K | 80 | 0.0% | ▼−70% Reduced · −187 sh | |
| 37 | Vici Pptys Inc COM | $61K | 2.3K | 0.0% | —Held | |
| 38 | Ke Hldgs Inc SPONSORED ADS | $58K | 4.0K | 0.0% | —Held | |
| 39 | Circle Internet Group Inc COM CL A | $54K | 870 | 0.0% | ▼−100% Reduced · −443K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2083646/holdings"
Use Arkolith to show Franchise GP Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.