WIM INVESTMENT MANAGEMENT Ltd 13F Holdings

CIK 0002042565

As of Sep 30, 2025, WIM INVESTMENT MANAGEMENT Ltd reported 18 positions worth $393.0M in its SEC Form 13F filing.

Top 18 holdings

SecurityTickerSectorSharesValue% of portfolio
TESLA INCTSLAConsumer Cyclical277,430 23.4M31.39%
CLOUDFLARE INCNETTechnology227,749$48.9M12.43%
META PLATFORMS INCMETACommunication Services63,580$46.7M11.88%
COINBASE GLOBAL INCCOINFinancial Services92,916$31.4M7.98%
UBER TECHNOLOGIES INCUBERTechnology238,188$23.3M5.94%
PDD HOLDINGS INCPDDConsumer Cyclical157,968$20.9M5.31%
NVIDIA CORPNVDATechnology111,000$20.7M5.27%
TRIPCOM GROUP LTDTCOMIndustrials258,550 9.4M4.95%
FIGURE TECHNOLOGY SOLUTIOFIGRFinancial Services485,286 7.6M4.49%
XP INCXPFinancial Services654,000 2.3M3.13%
INTER & CO INC——981,400$9.1M2.30%
ITAU UNIBANCO HOLDING SAITUBFinancial Services958,500$7.0M1.79%
PALANTIR TECHNOLOGIES INCPLTRTechnology25,030$4.6M1.16%
GRAIL INCGRALHealthcare63,000$3.7M0.95%
MP MATERIALS CORPMPBasic Materials20,925 .4M0.36%
VISHAY PRECISION GROUP INCVPGTechnology35,916 .2M0.29%
INTEL CORPINTCTechnology32,952 .1M0.28%
ECHOSTAR CORPSATSTechnology5,200$397.1K0.10%