Alafolio
Manager Profile

Franchise Capital Ltd

Diversified · Technology 33%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q3 2025

Location

GRAND CAYMAN, E9

Portfolio Value

$229.8M

Latest reported 13F value

Holdings

30

Distinct positions in last filing

Top Position

NVIDIA Corp

Latest disclosed holding

Top 4

NVDA PDD 874039100 META 54951L109

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
33.1%
Consumer Cyclical
32.8%
Communication Services
11.4%
Real Estate
0.4%
Financial Services
0.2%
Basic Materials
0%
Consumer Defensive
0%
Energy
0%
Healthcare
0%
Industrials
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q3 2025
Largest Positions

Top 5 largest positions by current portfolio value.

1
NVIDIA Corp

Shares: 365.1K

68.1M

Position Value
2
PDD Holdings Inc ADR

Shares: 501.5K

66.3M

Position Value
3
TAIWAN SEMICONDUCTOR MFG LTD

Shares: 119.6K

33.4M

Position Value
4
Meta Platforms Inc

Shares: 24.3K

17.8M

Position Value
5
LUCKIN COFFEE ADR REP 8 ORD

Shares: 421.3K

16M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID