Franchise Capital as of June 30, 2023
Portfolio Holdings for Franchise Capital
Franchise Capital holds 13 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 25.5 | $82M | 193k | 423.02 | |
| Pdd Holdings Ads Sponsored Ads (PDD) | 18.3 | $58M | 844k | 69.14 | |
| Broadcom (AVGO) | 10.1 | $32M | 37k | 867.42 | |
| Microsoft Corporation (MSFT) | 9.2 | $29M | 86k | 340.54 | |
| Taiwan Semiconductor Mnftg Adr 5 Ord Sponsored Ads (TSM) | 8.1 | $26M | 257k | 100.92 | |
| Oracle Corporation (ORCL) | 8.0 | $26M | 216k | 119.09 | |
| Luckin Coffee Adr Rep 8 Ord Spon Adr (LKNCY) | 6.5 | $21M | 928k | 22.49 | |
| Tesla Motors (TSLA) | 3.8 | $12M | 47k | 261.77 | |
| Li Auto Adr 2 Ord Sponsored Ads (LI) | 3.4 | $11M | 311k | 35.10 | |
| Super Micro Computer | 3.0 | $9.5M | 38k | 249.26 | |
| Celsius Holdings Ord Com New (CELH) | 2.0 | $6.4M | 43k | 149.19 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $4.4M | 9.0k | 488.95 | |
| Unity Software (U) | 0.6 | $2.1M | 48k | 43.42 |
