Wim Investment Management Ltd Portfolio Stock Holdings

Wim Investment Management Ltd disclosed 20 stock positions valued at approximately $337.3 million in its latest SEC 13F filing. The largest holdings include TESLA INC, CLOUDFLARE INC, and META PLATFORMS INC-CLASS A. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.

Report Period
March 31, 2026
No. of Stocks
20
Portfolio Value
$337.3M
Holdings by Sector
Wim Investment Management Ltd Portfolio Holdings in Q1 2026

17 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TESLA INCTSLAConsumer Cyclical26.80%243,230-34,200-12.33%$90,420,753
CLOUDFLARE INCNETTechnology13.93%227,749--$46,993,729
META PLATFORMS INC-CLASS AMETACommunication Services13.29%78,380+11,900+17.90%$44,843,549
ITAU UNIBANCO HLDG S AITUBFinancial Services5.96%2,398,610+661,610+38.09%$20,100,352
UBER TECHNOLOGIES INCUBERTechnology5.84%273,688--$19,686,378
COINBASE GLOBAL INCCOINFinancial Services5.39%104,216--$18,197,156
TRIP.COM GROUP LTD-ADRTCOMConsumer Cyclical3.82%258,550--$12,873,205
NVIDIA CORPNVDATechnology3.44%66,450--$11,588,880
ECHOSTAR CORPSATSTechnology2.49%71,700+66,500+1278.85%$8,393,919
ALPHABET INCGOOGCommunication Services1.93%22,720--$6,517,459
GRAIL INCGRALHealthcare1.63%106,400--$5,498,752
CENTRUS ENERGY CORPLEUEnergy1.23%23,850+3,450+16.91%$4,140,122
PALANTIR TECHNOLOGIES INC-APLTRTechnology1.09%25,030--$3,661,388
ASP ISOTOPES INCASPIBasic Materials0.79%601,400--$2,658,188
IONQ INCIONQTechnology0.75%87,700--$2,528,391
XPENG INCXPEVConsumer Cyclical0.66%129,800+42,300+48.34%$2,220,878
SPDR GOLD TRGLDOther0.52%4,071+4,071+100.00%$1,751,711