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Portfolio (Quarterly) Guide ↗

WIM INVESTMENT MANAGEMENT Ltd

· CIK 0002042565
13F Portfolio $305M AUM 26 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 4 Added 5 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UBER UBER TECHNOLOGIES INC Technology 286,088.0 $20.6M 6.76% +12K +4.5% $72.16 +4.3%
2 INTR INTER & CO INC Financial Services 1,853,600.0 $10.1M 3.30% +257K +16.1% $5.43 +2.9%
3 IONQ IONQ INC Technology 104,700.0 $5.6M 1.83% +17K +19.4% $53.26 -29.1%
4 PLTR PALANTIR TECHNOLOGIES INC-A Technology 37,530.0 $4.4M 1.43% +12K +49.9% $116.67 +54.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 38.1%
Technology 21.8%
Financial Services 20.4%
Communication Services 14.6%
Healthcare 2.4%
Basic Materials 1.4%
Energy 1.3%