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Portfolio (Quarterly) Guide ↗

Franchise GP Ltd

· CIK 0002083646
13F Portfolio $89M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRCL CIRCLE INTERNET GROUP INC Financial Services 870.0 $69K 0.08% NEW $79.30 -7.2%
22 VICI VICI PPTYS INC Real Estate 2,296.0 $65K 0.07% NEW $28.12 -3.2%
23 BEKE KE HLDGS INC Real Estate 4,000.0 $63K 0.07% NEW $15.76 -9.5%
24 IRM IRON MTN INC DEL Real Estate 455.0 $38K 0.04% NEW $82.95 +59.7%
Page 2 of 2  ·  24 positions

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
Technology 42.8%
Consumer Cyclical 39.7%
Communication Services 10.7%
Healthcare 3.2%
Financial Services 2.1%
Real Estate 1.4%