Portfolio (Quarterly) Guide ↗

Franchise GP Ltd

· CIK 0002083646

13F Portfolio $272M AUM 36 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 14 New 7 Added 3 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HSDT	SOLANA CO	Healthcare	226,100	$2.9M	3.25%	SOLD
2	SE	SEA LTD	Consumer Cyclical	4,266	$544K	0.61%	SOLD

Sector Allocation

Technology 46.4%

Financial Services 20.8%

Consumer Cyclical 19.0%

Energy 6.6%

Communication Services 5.2%

Industrials 1.2%

Real Estate 0.4%

Healthcare 0.3%