WIM INVESTMENT MANAGEMENT Ltd
CIK 2042565 · View on SEC EDGAR ↗
- Portfolio value
- $305.3M
- Positions
- 26
- As of
- June 30, 2026
#5,141 of 9,443 by 13F value · top 54.4%
Portfolio value QoQ: -9.5% 13F does not disclose cash
- Top 10 holdings weight
- 86.96%
- Top 25 holdings weight
- 99.89%
- Positions above 1%
- 15
- Effective number of positions
- 6.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.89% Est. buys $15,697,096 · sells $62,076,738
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 56.5% still held
- New positions
- 9
- Increased
- 4
- Decreased
- 5
- Closed
- 3
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +5.2% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 99.8% · Options excluded: 0.0%
Sector breakdown
Consumer Discretionary
37.8%
Communication Services
14.5%
Technology
12.9%
Financial Services
10.5%
Financials
9.7%
Industrials
8.7%
Healthcare
2.4%
Materials
1.4%
Energy
1.3%
Communications
0.3%
Other/Unmapped
0.5%
Full portfolio 26 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| TSLA Tesla, Inc. - Common Stock | $102,302,538 | 33.51% | 243,230 | $11,881,785 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $44,150,670 | 14.46% | 78,380 | $-692,879 | |||
| UBER Uber Technologies, Inc. Common Stock | $20,644,110 | 6.76% | 286,088 | $957,732 | Up ×1 | ||
| ITUB Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500 Preferred shares) | $19,596,644 | 6.42% | 2,398,610 | $-503,708 | |||
| FIGR Figure Technology Solutions, Inc. - Class A Common Stock | $16,960,089 | 5.56% | 552,266 | $-3,176,199 | Down ×2 | ||
| NET Cloudflare, Inc. Class A Common Stock | $16,217,668 | 5.31% | 66,119 | $-30,776,061 | Down ×1 | ||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $15,235,337 | 4.99% | 104,216 | $-2,961,819 | |||
| TCOM Trip.com Group Limited - American Depositary Shares | $10,300,632 | 3.37% | 258,550 | $-2,572,573 | |||
| INTR Inter & Co. Inc. - Class A Common Shares | $10,065,048 | 3.30% | 1,853,600 | $-2,642,296 | Up ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $9,974,487 | 3.27% | 49,850 | $-1,614,393 | Down ×1 | ||
| GRAL GRAIL, Inc. - Common Stock | $7,263,928 | 2.38% | 106,400 | $1,765,176 | |||
| IONQ IonQ, Inc. Common Stock | $5,576,322 | 1.83% | 104,700 | $3,047,931 | Up ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4,378,625 | 1.43% | 37,530 | $717,237 | Up ×1 | ||
| LEU Centrus Energy Corp. Class A Common Stock | $4,003,700 | 1.31% | 23,850 | $-136,422 | |||
| ASPI ASP Isotopes Inc. - Common Stock | $3,367,508 | 1.10% | 541,400 | $709,320 | Down ×1 | ||
| INFQ Infleqtion, Inc. Common Stock | $2,459,538 | 0.81% | 184,650 | $44,316 | Down ×1 | ||
| GLW Corning Incorporated Common Stock | $2,330,799 | 0.76% | 9,125 | Up ×1 | |||
| LYFT Lyft, Inc. - Class A Common Stock | $1,953,357 | 0.64% | 133,700 | Up ×1 | |||
| XPEV XPeng Inc. American depositary shares, each representing two Class A ordinary shares | $1,718,552 | 0.56% | 129,800 | $-502,326 | |||
| Unknown issuer (CUSIP: 74768A104) | $1,634,800 | 0.54% | 20,000 | Up ×1 | |||
| VPG Vishay Precision Group, Inc. Common Stock | $1,313,212 | 0.43% | 8,760 | ||||
| BKNG Booking Holdings Inc. - Common Stock | $1,024,880 | 0.34% | 5,750 | Up ×1 | |||
| LITE Lumentum Holdings Inc. - Common Stock | $922,415 | 0.30% | 1,075 | Up ×1 | |||
| TMC TMC the metals company Inc. - Common Stock | $792,084 | 0.26% | 178,800 | Up ×1 | |||
| LAES SEALSQ Corp - Ordinary Shares | $723,240 | 0.24% | 229,600 | Up ×1 | |||
| COHR Coherent Corp. Common Stock | $347,134 | 0.11% | 880 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| INTR | $10,065,048 | 3.30% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| GLW | $2,330,799 | 9,125 | 0.76% |
| LYFT | $1,953,357 | 133,700 | 0.64% |
| Unknown issuer (CUSIP: 74768A104) | $1,634,800 | 20,000 | 0.54% |
| VPG | $1,313,212 | 8,760 | 0.43% |
| BKNG | $1,024,880 | 5,750 | 0.34% |
| LITE | $922,415 | 1,075 | 0.30% |
| TMC | $792,084 | 178,800 | 0.26% |
| LAES | $723,240 | 229,600 | 0.24% |
| COHR | $347,134 | 880 | 0.11% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| NET | Trimmed | -162K | -$30.8M |
| TSLA | Price move only | +0 | +$11.9M |
| FIGR | Trimmed | -41K | -$3.2M |
| IONQ | Bought more | +17K | +$3.0M |
| COIN | Price move only | +0 | -$3.0M |
| INTR | Bought more | +257K | -$2.6M |
| TCOM | Price move only | +0 | -$2.6M |
| GRAL | Price move only | +0 | +$1.8M |
| NVDA | Trimmed | -17K | -$1.6M |
| UBER | Bought more | +12K | +$958K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| MSFT | March 31, 2025 | 99,241 | $41,830,082 | 28.4% |
| PDD | Dec. 31, 2025 | 157,968 | $20,878,631 | -21.7% |
| ROK | Sept. 30, 2025 | 51,500 | $17,106,755 | 24.9% |
| XP | Dec. 31, 2025 | 654,000 | $12,288,660 | 0.6% |
| SATS | June 30, 2026 | 71,700 | $8,393,919 | No longer tracked |
| HON | Sept. 30, 2025 | 28,800 | $6,706,944 | 10.7% |
| GOOG | June 30, 2026 | 22,720 | $6,517,459 | -4.0% |
| PH | Sept. 30, 2025 | 8,290 | $5,790,316 | 33.5% |
| R | Sept. 30, 2025 | 35,100 | $5,580,900 | 32.0% |
| DUOL | March 31, 2025 | 11,760 | $3,812,945 | -53.3% |
| QCOM | June 30, 2025 | 23,346 | $3,586,179 | 1.1% |
| CCCX | March 31, 2026 | 199,200 | $3,107,520 | No longer tracked |
| EPAM | June 30, 2025 | 16,200 | $2,735,208 | -39.5% |
| IBM | March 31, 2026 | 7,500 | $2,221,575 | -3.6% |
| GLD | June 30, 2026 | 4,071 | $1,751,711 | No longer tracked |
| VPG | Dec. 31, 2025 | 35,916 | $1,151,108 | 62.5% |
| INTC | Dec. 31, 2025 | 32,952 | $1,105,540 | 149.1% |
| MP | March 31, 2026 | 20,925 | $1,057,131 | 19.1% |
| AA | Sept. 30, 2025 | 23,600 | $696,436 | 61.4% |
| LSCC | June 30, 2025 | 11,800 | $618,910 | 141.3% |
| CAR | March 31, 2026 | 2,400 | $307,968 | -0.2% |