Franchise GP

Latest statistics and disclosures from Franchise GP's latest quarterly 13F-HR filing:

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Positions held by Franchise GP consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Franchise GP

Franchise GP holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pdd Holdings Sponsored Ads (PDD) 38.6 $34M 303k 113.39
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NVIDIA Corporation (NVDA) 26.6 $24M 126k 186.50
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 16.3 $14M 48k 303.89
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Alphabet Cap Stk Cl C (GOOG) 6.1 $5.4M 17k 313.80
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Meta Platforms Cl A (META) 4.6 $4.0M 6.1k 660.09
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Solana Com Cl A New (HSDT) 3.2 $2.9M 226k 12.74
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Yuanbao Sponsored Ads (YB) 1.5 $1.4M 67k 20.26
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Sea Sponsord Ads (SE) 0.6 $544k 4.3k 127.57
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Pulte (PHM) 0.3 $230k 2.0k 117.26
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Americold Rlty Tr (COLD) 0.2 $216k 17k 12.86
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Equinix (EQIX) 0.2 $205k 267.00 766.16
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Host Hotels & Resorts (HST) 0.2 $202k 11k 17.73
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $199k 4.0k 49.83
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Digital Realty Trust (DLR) 0.2 $196k 1.3k 154.71
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Ishares Ethereum Tr SHS (ETHA) 0.2 $166k 7.5k 22.33
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D.R. Horton (DHI) 0.2 $155k 1.1k 144.03
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American Healthcare Reit Com Shs (AHR) 0.1 $121k 2.6k 47.06
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Bitmine Immersion Tecnologie Com New (BMNR) 0.1 $120k 4.4k 27.15
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Ventas (VTR) 0.1 $85k 1.1k 77.38
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Welltower Inc Com reit (WELL) 0.1 $83k 449.00 185.61
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Circle Internet Group Com Cl A (CRCL) 0.1 $69k 870.00 79.30
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Vici Pptys (VICI) 0.1 $65k 2.3k 28.12
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Ke Hldgs Sponsored Ads (BEKE) 0.1 $63k 4.0k 15.76
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Iron Mountain (IRM) 0.0 $38k 455.00 82.95
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Past Filings by Franchise GP

SEC 13F filings are viewable for Franchise GP going back to 2025