Franchise Capital as of Sept. 30, 2022
Portfolio Holdings for Franchise Capital
Franchise Capital holds 15 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pinduoduo Adr Rep 4 Ord Sponsored Ads (PDD) | 44.4 | $102M | 1.6M | 62.58 | |
| Daqo New Energy Adr Rep 5 Ord Spnsrd Ads New (DQ) | 8.9 | $20M | 384k | 53.08 | |
| Shift4 Payments Cl A Ord Cl A (FOUR) | 7.1 | $16M | 365k | 44.61 | |
| Taiwan Semiconductor Mnftg Adr 5 Ord Sponsored Ads (TSM) | 5.3 | $12M | 177k | 68.56 | |
| Airbnb Cl A Ord Com Cl A (ABNB) | 4.8 | $11M | 105k | 105.04 | |
| Datadog Cl A Ord Cl A Com (DDOG) | 4.3 | $9.9M | 112k | 88.78 | |
| 4068594 Enphase Energy (ENPH) | 4.2 | $9.7M | 35k | 277.46 | |
| Tesla Motors (TSLA) | 3.3 | $7.5M | 28k | 265.24 | |
| Amazon (AMZN) | 3.1 | $7.2M | 64k | 112.99 | |
| Microsoft Corporation (MSFT) | 3.1 | $7.1M | 30k | 232.91 | |
| Qualcomm (QCOM) | 2.7 | $6.1M | 54k | 112.97 | |
| Alphabet Cl C Ord Cap Stk Cl C (GOOG) | 2.5 | $5.7M | 59k | 96.14 | |
| Zoominfo Technologies Ord Com Cl A (GTM) | 2.4 | $5.4M | 131k | 41.66 | |
| Uber Technologies (UBER) | 2.3 | $5.2M | 195k | 26.50 | |
| Crowdstrike Holdings Cl A Ord Cl A (CRWD) | 1.8 | $4.1M | 25k | 164.82 |
