Franchise Capital as of Dec. 31, 2022
Portfolio Holdings for Franchise Capital
Franchise Capital holds 15 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pdd Holdings Ads Sponsored Ads (PDD) | 40.8 | $133M | 1.6M | 81.55 | |
| Luckin Coffee Adr Rep 8 Ord Spon Adr (LKNCY) | 20.6 | $67M | 3.1M | 22.02 | |
| Taiwan Semiconductor Mnftg Adr 5 Ord Sponsored Ads (TSM) | 7.5 | $25M | 328k | 74.49 | |
| Shift4 Payments Cl A Ord Cl A (FOUR) | 6.7 | $22M | 389k | 55.93 | |
| New Orientl Eductn Grp Adr Rep 1 Ord Spon Adr (EDU) | 5.2 | $17M | 490k | 34.82 | |
| Microsoft Corporation (MSFT) | 3.9 | $13M | 53k | 239.82 | |
| Daqo New Energy Adr Rep 5 Ord Spnsrd Ads New (DQ) | 3.7 | $12M | 309k | 38.61 | |
| Tesla Motors (TSLA) | 2.5 | $8.1M | 66k | 123.17 | |
| Futu Holdings Spon Ads Cl A (FUTU) | 2.2 | $7.3M | 181k | 40.65 | |
| Datadog Cl A Ord Cl A Com (DDOG) | 1.7 | $5.5M | 75k | 73.50 | |
| 4068594 Enphase Energy (ENPH) | 1.6 | $5.2M | 20k | 264.98 | |
| Miniso Group Hold Adr Rep 4 Ord Sponsored Ads (MNSO) | 1.4 | $4.7M | 435k | 10.73 | |
| Acm Research Cl A Ord Com Cl A (ACMR) | 1.2 | $3.9M | 506k | 7.71 | |
| Enfusion Cl A Ord Cl A (ENFN) | 0.6 | $1.8M | 188k | 9.67 | |
| Li Auto Adr 2 Ord Sponsored Ads (LI) | 0.4 | $1.3M | 63k | 20.40 |
