Franchise GP Ltd
GRAND CAYMAN E9 · SEC CIK 0002083646
$2.15亿2026Q2 申报市值
39持仓数
83.7%前十大占比 · 第一大 17.6%
13 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMD 加仓+$1,562.07万
YUANBAO INC 加仓+$1,037.47万
IBIT 加仓+$818.94万
SNDK 加仓+$734.41万
NBIS 新建仓+$703.87万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$4,557.07万
CRCL 减仓-$2,773.52万
TSM 减仓-$2,513.93万
PBR 清仓-$1,768.60万
LITE 减仓-$1,248.48万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PDD | PDD HOLDINGS INC | $3,797.68万 | 17.64% | 497,860 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $2,170.86万 | 10.09% | 37,370 | 26,890 | 256.6% | $1,562.07万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,103.22万 | 9.77% | 44,040 | -52,640 | -54.4% | -$2,513.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,973.27万 | 9.17% | 98,619 | -227,751 | -69.8% | -$4,557.07万 | 减仓 |
| — | YUANBAO INC | $1,851.04万 | 8.60% | 1,214,593 | 680,756 | 127.5% | $1,037.47万 | 加仓 |
| SNDK | SANDISK CORP | $1,709.85万 | 7.94% | 7,520 | 3,230 | 75.3% | $734.41万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,544.44万 | 7.18% | 13,380 | 5,070 | 61.0% | $585.23万 | 加仓 |
| AVGO | BROADCOM INC | $1,321.37万 | 6.14% | 34,980 | 620 | 1.8% | $23.42万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $832.24万 | 3.87% | 249,996 | 246,003 | 6,160.9% | $818.94万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $703.87万 | 3.27% | 25,487 | 25,487 | — | $703.87万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $684.07万 | 3.18% | 10,710 | 10,710 | — | $684.07万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $635.26万 | 2.95% | 14,660 | 14,660 | — | $635.26万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $485.39万 | 2.26% | 5,030 | 5,030 | — | $485.39万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $394.71万 | 1.83% | 4,600 | -14,550 | -76.0% | -$1,248.48万 | 减仓 |
| TER | TERADYNE INC | $241.92万 | 1.12% | 5,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $213.57万 | 0.99% | 4,950 | 4,950 | — | $213.57万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $201.91万 | 0.94% | 13,200 | 13,200 | — | $201.91万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $182.70万 | 0.85% | 4,600 | 4,600 | — | $182.70万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $79.66万 | 0.37% | 3,130 | 3,130 | — | $79.66万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $61.45万 | 0.29% | 850 | 850 | — | $61.45万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $44.32万 | 0.21% | 1,250 | 1,250 | — | $44.32万 | 新建仓 |
| VTR | VENTAS INC | $32.24万 | 0.15% | 3,631 | 3,131 | 626.2% | $27.80万 | 加仓 |
| PHM | PULTE GROUP INC | $26.89万 | 0.12% | 1,960 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $25.23万 | 0.12% | 4,838 | 3,263 | 207.2% | $17.02万 | 加仓 |
| CTRE | CARETRUST REIT INC | $23.15万 | 0.11% | 5,738 | 5,738 | — | $23.15万 | 新建仓 |
| WELL | WELLTOWER INC | $22.42万 | 0.10% | 988 | 539 | 120.0% | $12.23万 | 加仓 |
| — | ISHARES ETHEREUM TR | $19.92万 | 0.09% | 16,750 | 9,300 | 124.8% | $11.06万 | 加仓 |
| DHI | D R HORTON INC | $17.54万 | 0.08% | 1,077 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $17.52万 | 0.08% | 13,190 | 13,190 | — | $17.52万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $16.84万 | 0.08% | 938 | -330 | -26.0% | -$5.93万 | 减仓 |
| GDS | GDS HLDGS LTD | $13.93万 | 0.06% | 4,640 | 4,640 | — | $13.93万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $13.72万 | 0.06% | 8,730 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $12.79万 | 0.06% | 5,395 | -6,000 | -52.7% | -$14.23万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $12.25万 | 0.06% | 9,200 | 4,800 | 109.1% | $6.39万 | 加仓 |
| IRM | IRON MTN INC DEL | $10.29万 | 0.05% | 815 | 360 | 79.1% | $4.55万 | 加仓 |
| EQIX | EQUINIX INC | $8.34万 | 0.04% | 80 | -187 | -70.0% | -$19.49万 | 减仓 |
| VICI | VICI PPTYS INC | $6.10万 | 0.03% | 2,296 | 0 | 0.0% | — | 不变 |
| BEKE | KE HLDGS INC | $5.81万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $5.45万 | 0.03% | 870 | -442,843 | -99.8% | -$2,773.52万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | -852,338 | -100.0% | -$1,768.60万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -31,720 | -100.0% | -$909.92万 | 清仓 |
| META | META PLATFORMS CL A ORD | $0 | 0.00% | 0 | -8,550 | -100.0% | -$489.17万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -29,330 | -100.0% | -$401.12万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -12,605 | -100.0% | -$315.86万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -30,000 | -100.0% | -$169.68万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,400 | -100.0% | -$152.13万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -11,650 | -100.0% | -$147.20万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -1,000 | -100.0% | -$91.98万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -277 | -100.0% | -$11.02万 | 清仓 |