Franchise GP as of Dec. 31, 2025
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 | |
| NVIDIA Corporation (NVDA) | 26.6 | $24M | 126k | 186.50 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 16.3 | $14M | 48k | 303.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.1 | $5.4M | 17k | 313.80 | |
| Meta Platforms Cl A (META) | 4.6 | $4.0M | 6.1k | 660.09 | |
| Solana Com Cl A New (HSDT) | 3.2 | $2.9M | 226k | 12.74 | |
| Yuanbao Sponsored Ads (YB) | 1.5 | $1.4M | 67k | 20.26 | |
| Sea Sponsord Ads (SE) | 0.6 | $544k | 4.3k | 127.57 | |
| Pulte (PHM) | 0.3 | $230k | 2.0k | 117.26 | |
| Americold Rlty Tr (COLD) | 0.2 | $216k | 17k | 12.86 | |
| Equinix (EQIX) | 0.2 | $205k | 267.00 | 766.16 | |
| Host Hotels & Resorts (HST) | 0.2 | $202k | 11k | 17.73 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $199k | 4.0k | 49.83 | |
| Digital Realty Trust (DLR) | 0.2 | $196k | 1.3k | 154.71 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.2 | $166k | 7.5k | 22.33 | |
| D.R. Horton (DHI) | 0.2 | $155k | 1.1k | 144.03 | |
| American Healthcare Reit Com Shs (AHR) | 0.1 | $121k | 2.6k | 47.06 | |
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.1 | $120k | 4.4k | 27.15 | |
| Ventas (VTR) | 0.1 | $85k | 1.1k | 77.38 | |
| Welltower Inc Com reit (WELL) | 0.1 | $83k | 449.00 | 185.61 | |
| Circle Internet Group Com Cl A (CRCL) | 0.1 | $69k | 870.00 | 79.30 | |
| Vici Pptys (VICI) | 0.1 | $65k | 2.3k | 28.12 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.1 | $63k | 4.0k | 15.76 | |
| Iron Mountain (IRM) | 0.0 | $38k | 455.00 | 82.95 |
