Franchise GP Ltd has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its holdings of equity securities as of September 30, 2026. The filing, submitted on October 15, 2026, lists 42 total positions held by the firm. The reporting person listed on the document is N Shihong Wang, identified as a Director of Franchise GP Ltd.
The filing details a portfolio that includes a mix of large-cap technology companies, semiconductor manufacturers, and real estate investment trusts. The top holdings by number of shares include PDD Holdings Inc. Sponsored ADS, with 346,930 shares; Petrobras S.A. Sponsored ADR, with 929,940 shares; and Yuanbao Inc. Sponsored ADS, with 1,214,593 shares.
Other significant positions in the portfolio include Taiwan Semiconductor Manufacturing Company Sponsored ADS (324,60 shares), NVIDIA Corporation (74,680 shares), and Micron Technology Inc. (14,200 shares). The filing also lists holdings in companies such as Applied Materials Inc., AMD Inc., Broadcom Inc., and Teradyne Inc.
The report indicates that all positions were held in common stock via sole voting rights, with no shared voting or dispositive rights reported for the listed entities.
