WIM INVESTMENT MANAGEMENT Ltd 13F Holdings · Q2 2026
WIM INVESTMENT MANAGEMENT Ltd reported 26 securities worth $305.26M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSLA (33.51%), META (14.46%), UBER (6.76%). Among its top 25 positions this quarter: 8 new, 4 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $102.3M | 33.51% | 243,230 | Hold |
| 2 | META | META PLATFORMS INC-CLASS A | $44.2M | 14.46% | 78,380 | Hold |
| 3 | UBER | UBER TECHNOLOGIES INC | $20.6M | 6.76% | 286,088 | Added |
| 4 | ITUB | ITAU UNIBANCO HLDG S A | $19.6M | 6.42% | 2.4M | Hold |
| 5 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $17.0M | 5.56% | 552,266 | Trimmed |
| 6 | NET | CLOUDFLARE INC | $16.2M | 5.31% | 66,119 | Trimmed |
| 7 | COIN | COINBASE GLOBAL INC | $15.2M | 4.99% | 104,216 | Hold |
| 8 | TCOM | TRIP.COM GROUP LTD-ADR | $10.3M | 3.37% | 258,550 | Hold |
| 9 | INTR | INTER & CO INC | $10.1M | 3.30% | 1.9M | Added |
| 10 | NVDA | NVIDIA CORP | $10.0M | 3.27% | 49,850 | Trimmed |
| 11 | GRAL | GRAIL INC | $7.3M | 2.38% | 106,400 | Hold |
| 12 | IONQ | IONQ INC | $5.6M | 1.83% | 104,700 | Added |
| 13 | PLTR | PALANTIR TECHNOLOGIES INC-A | $4.4M | 1.43% | 37,530 | Added |
| 14 | LEU | CENTRUS ENERGY CORP | $4.0M | 1.31% | 23,850 | Hold |
| 15 | ASPI | ASP ISOTOPES INC | $3.4M | 1.10% | 541,400 | Trimmed |
| 16 | INFQ | INFLEQTION INC | $2.5M | 0.81% | 184,650 | Trimmed |
| 17 | GLW | CORNING INC | $2.3M | 0.76% | 9,125 | New |
| 18 | LYFT | LYFT INC | $2.0M | 0.64% | 133,700 | New |
| 19 | XPEV | XPENG INC | $1.7M | 0.56% | 129,800 | Hold |
| 20 | QNT | QUANTINUUM INC | $1.6M | 0.54% | 20,000 | New |
| 21 | VPG | VISHAY PRECISION GROUP INC | $1.3M | 0.43% | 8,760 | New |
| 22 | BKNG | BOOKING HOLDINGS INC | $1.0M | 0.34% | 5,750 | New |
| 23 | LITE | LUMENTUM HLDGS INC | $922,415 | 0.30% | 1,075 | New |
| 24 | TMC | TMC THE METALS COMPANY INC | $792,084 | 0.26% | 178,800 | New |
| 25 | LAES | SEALSQ CORP | $723,240 | 0.24% | 229,600 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR