Fund HoldingsFranchise Capital Ltd

Total Portfolio Value
$399.45M
Total Bought
$305.06M
Total Sold
$94.16M
Net Transaction
+$210.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PDD HOLDINGS ADS(PDD)715,636765,196+49,56070111,95628.03%+111,886
NVIDIA ORD(NVDA)172,728163,778-8,9507581,10620.30%+81,031
MICROSOFT ORD(MSFT)48,393111,035+62,6421541,75410.45%+41,738
LI AUTO ADR 2 ORD(LI)370,477975,250+604,7731336,5049.14%+36,490
LUCKIN COFFEE ADR REP 8 ORD(LKNCY)973,4761,281,452+307,9763434,9588.75%+34,924
CELSIUS HOLDINGS ORD(CELH)34,580421,401+386,821622,9755.75%+22,969
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD(TSM)63,545213,150+149,605622,1685.55%+22,162
NOVO NORDISK ADR REPSG 1 ORD(NVO)67,056127,638+60,582613,2043.31%+13,198
NEW ORIENTL EDUCTN GRP ADR REP 1 ORD(EDU)78,237100,531+22,29457,3671.84%+7,362
ADVANCED MICRO DEVICES ORD(AMD)033,088+33,08804,8781.22%+4,878
DAQO NEW ENERGY ADR REP 5 ORD(DQ)0179,988+179,98804,7881.20%+4,788
VIPSHOP HOLDGS SPON ADS REP 0.20 ORD(VIPS)0262,898+262,89804,6691.17%+4,669
BROADCOM ORD(AVGO)5,3603,868-1,49244,3181.08%+4,313
PETROLEO BRASILEIRO ADR REPSTG 2 PRF
SP ADR NON VTG
241,280223,021-18,25933,4080.85%+3,404
ARISTA NETWORKS ORD15,80613,788-2,01833,2470.81%+3,244
TESLA ORD(TSLA)33,9018,650-25,25182,1490.54%+2,141
FUTU HOLDINGS ADR(FUTU)38,8050-38,80520-2
BOOKING HOLDINGS ORD(BKNG)1,2670-1,26740-4
ORACLE ORD(ORCL)40,9860-40,98640-4
FULL TRUCK ALLNC 20 ADR REP CL A ORD(YMM)654,4970-654,49750-5
MINISO GROUP HOLD ADR REP 4 ORD(MNSO)214,6410-214,64160-6
ALPHABET CL A ORD(GOOG)73,1830-73,183100-10
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