Franchise GP Ltd
GRAND CAYMAN E9 · SEC CIK 0002083646
$2.72亿2026Q1 申报市值
36持仓数
91.2%前十大占比 · 第一大 20.9%
14 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CRCL 加仓+$4,225.17万
NVDA 加仓+$3,488.00万
PDD 加仓+$1,996.60万
PBR 新建仓+$1,768.60万
TSM 加仓+$1,662.71万
2026Q1 卖出最多 按季末市值估算
SOLANA CO 清仓-$288.05万
SE 清仓-$54.42万
COLD 减仓-$9.25万
VTR 减仓-$4.91万
AHR 减仓-$4.72万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5,691.89万 | 20.93% | 326,370 | 200,000 | 158.3% | $3,488.00万 | 加仓 |
| PDD | PDD HOLDINGS INC | $5,087.13万 | 18.71% | 497,860 | 195,400 | 64.6% | $1,996.60万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $4,233.47万 | 15.57% | 443,713 | 442,843 | 50,901.5% | $4,225.17万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,267.30万 | 12.01% | 96,680 | 49,200 | 103.6% | $1,662.71万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $1,768.60万 | 6.50% | 852,338 | 852,338 | — | $1,768.60万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $1,345.79万 | 4.95% | 19,150 | 19,150 | — | $1,345.79万 | 新建仓 |
| AVGO | BROADCOM INC | $1,063.48万 | 3.91% | 34,360 | 34,360 | — | $1,063.48万 | 新建仓 |
| — | YUANBAO INC | $941.69万 | 3.46% | 533,837 | 467,171 | 700.8% | $824.09万 | 加仓 |
| GOOG | ALPHABET INC | $909.92万 | 3.35% | 31,720 | 14,381 | 82.9% | $412.53万 | 加仓 |
| META | META PLATFORMS CL A ORD | $489.17万 | 1.80% | 8,550 | 2,430 | 39.7% | $139.03万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $401.12万 | 1.48% | 29,330 | 29,330 | — | $401.12万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $315.86万 | 1.16% | 12,605 | 12,605 | — | $315.86万 | 新建仓 |
| MU | MICRON TECHNOLOTY INC | $280.75万 | 1.03% | 8,310 | 8,310 | — | $280.75万 | 新建仓 |
| SNDK | SANDISK CORP | $272.56万 | 1.00% | 4,290 | 4,290 | — | $272.56万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $213.19万 | 0.78% | 10,480 | 10,480 | — | $213.19万 | 新建仓 |
| RBLX | ROBLOX CORP | $169.68万 | 0.62% | 30,000 | 30,000 | — | $169.68万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $152.13万 | 0.56% | 10,400 | 10,400 | — | $152.13万 | 新建仓 |
| TER | TERADYNE INC | $148.23万 | 0.55% | 5,000 | 5,000 | — | $148.23万 | 新建仓 |
| APH | AMPHENOL CORP | $147.20万 | 0.54% | 11,650 | 11,650 | — | $147.20万 | 新建仓 |
| LLY | ELI LILLY & CO | $91.98万 | 0.34% | 1,000 | 1,000 | — | $91.98万 | 新建仓 |
| EQIX | EQUINIX INC | $26.17万 | 0.10% | 267 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $23.05万 | 0.08% | 1,960 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $22.85万 | 0.08% | 1,268 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $21.83万 | 0.08% | 11,395 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $15.34万 | 0.06% | 3,993 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $14.78万 | 0.05% | 1,077 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $11.79万 | 0.04% | 7,450 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $11.02万 | 0.04% | 277 | 277 | — | $11.02万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $10.00万 | 0.04% | 8,730 | -8,070 | -48.0% | -$9.25万 | 减仓 |
| WELL | WELLTOWER INC | $8.88万 | 0.03% | 449 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $8.70万 | 0.03% | 4,400 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $7.43万 | 0.03% | 1,575 | -1,000 | -38.8% | -$4.72万 | 减仓 |
| VICI | VICI PPTYS INC | $6.27万 | 0.02% | 2,296 | 0 | 0.0% | — | 不变 |
| BEKE | KE HLDGS INC | $5.99万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $4.65万 | 0.02% | 455 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $4.09万 | 0.02% | 500 | -600 | -54.5% | -$4.91万 | 减仓 |
| — | SOLANA CO | $0 | 0.00% | 0 | -226,100 | -100.0% | -$288.05万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -4,266 | -100.0% | -$54.42万 | 清仓 |