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WIM INVESTMENT MANAGEMENT Ltd SEC 13F Holdings (Q2 2026) — Top Position: TESLA INC
WIM INVESTMENT MANAGEMENT LtdCIK: 0002042565
Long-term holderSector-focusedQuality / disciplined sizing
Total reported value
$305.3M
Reporting period: 2026-06-30 · Number of holdings: 26
WIM INVESTMENT MANAGEMENT Ltd disclosed 26 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $305.3M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 62.12
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 77.49
- Diversification
- 52
- Sizing Uniformity
- 82.23
WIM INVESTMENT MANAGEMENT Ltd's disclosed holdings carry a Herfindahl concentration index of 0.155 — mathematically equivalent to about 6 equally-sized positions, well below its 26 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.78), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim NET
-71.0% -$30.8M
Add TSLA
0.0% $11.9M
Sold out ECHO
Sold out GOOG
Add META
0.0% -$692.9K
Add IONQ
+19.4% $3.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 33.51% | +6.71% | — | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 14.46% | +1.17% | — | |
| 3 | UBER | Uber Technologies Inc | Stock-Industrials | 6.76% | +0.92% | +4.53% | |
| 4 | ITUB | Itau Unibanco H-spon Prf Adr | Stock-Financials | 6.42% | +0.46% | — | |
| 5 | FIGR | Figure Technology Solut-cl A | Stock-Other | 5.56% | -0.41% | -6.89% | |
| 6 | NET | Cloudflare Inc - Class A | Stock-Tech | 5.31% | -8.62% | -70.97% | |
| 7 | COIN | Coinbase Global Inc -class A | Stock-Financials | 4.99% | -0.40% | — | |
| 8 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 3.37% | -0.45% | — | |
| 9 | ✓ | Inter & Co Inc | Stock-Other | 3.30% | -0.47% | +16.11% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.27% | -0.17% | -24.98% | |
| 11 | GRAL | Grail Inc | Stock-Healthcare | 2.38% | +0.75% | — | |
| 12 | IONQ | Ionq Inc | Stock-Tech | 1.83% | +1.08% | +19.38% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.43% | +0.34% | +49.94% | |
| 14 | LEU | Centrus Energy Corp-class A | Stock-Energy | 1.31% | +0.08% | — | |
| 15 | ASPI | Asp Isotopes Inc | Stock-Other | 1.10% | +0.31% | -9.98% | |
| 16 | INFQ | Infleqtion Inc | Stock-Other | 0.81% | +0.09% | -25.00% | |
| 17 | GLW | Corning Inc | Stock-Tech | 0.76% | +0.76% | NEW | |
| 18 | LYFT | Lyft Inc-a | Stock-Tech | 0.64% | +0.64% | NEW | |
| 19 | XPEV | Xpeng Inc - Adr | Stock-Other | 0.56% | -0.10% | — | |
| 20 | ✓ | Stock-Other | 0.54% | +0.54% | NEW | ||
| 21 | VPG | Vishay Precision Group | Stock-Other | 0.43% | +0.43% | NEW | |
| 22 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.34% | +0.34% | NEW | |
| 23 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.30% | +0.30% | NEW | |
| 24 | TMC | Tmc THE Metals Co Inc | Stock-Other | 0.26% | +0.26% | NEW | |
| 25 | ✓ | Sealsq CORP | Stock-Other | 0.24% | +0.24% | NEW | |
| 26 | COHR | Coherent CORP | Stock-Tech | 0.11% | +0.11% | NEW |
Portfolio Performance
Performance for Q3 2026
-5.8%
Performance Last 4 Quarters
-0.6%
- Stdev
- +26.6%
- Beta
- +1.33
- Alpha
- -6.5%
- Max Drawdown
- -20.6%
- Annualized Perf
- +11.7%
- Batting Avg vs S&P
- +57.1%
- Sortino
- +0.89
- Stutzer
- +0.16
- Treynor
- +0.11
- Sterling
- +0.38
- Calmar
- +0.57
- Information Ratio
- -0.07
- Tracking Error
- +20.8%
- Stdev Down
- +16.2%
- Winning Months %
- +61.9%
- Losing Months %
- +38.1%
- Best 12 Months
- +30.1%
- Worst 12 Months
- -5.4%
- Efficiency Ratio
- +0.16
- Sharpe
- +0.54
- Stdev Sectors
- +12.8%
- Skewness
- +0.07
- Kurtosis
- -0.65
- Upside Potential
- +2.81
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
WIM INVESTMENT MANAGEMENT Ltd's most significant position changes for 2026-06-30: Sold out: Echostar Corp-a (ECHO); Sold out: Alphabet Inc-cl C (GOOG); New buy: Corning Inc (GLW); New buy: Lyft Inc-a (LYFT); Sold out: Spdr Gold Shares (GLD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +6.7% | — | Unchanged |
| 2 | META | Meta Platforms Inc-class A | +1.2% | — | Unchanged |
| 3 | IONQ | Ionq Inc | +1.1% | +19.38% | Add |
| 4 | UBER | Uber Technologies Inc | +0.9% | +4.53% | Add |
| 5 | GLW | Corning Inc | +0.8% | NEW | New buy |
| 6 | GRAL | Grail Inc | +0.8% | — | Unchanged |
| 7 | LYFT | Lyft Inc-a | +0.6% | NEW | New buy |
| 8 | ✓ | +0.5% | NEW | New buy | |
| 9 | ITUB | Itau Unibanco H-spon Prf Adr | +0.5% | — | Unchanged |
| 10 | VPG | Vishay Precision Group | +0.4% | NEW | New buy |
| 11 | BKNG | Booking Holdings Inc | +0.3% | NEW | New buy |
| 12 | PLTR | Palantir Technologies Inc-a | +0.3% | +49.94% | Add |
| 13 | ASPI | Asp Isotopes Inc | +0.3% | -9.98% | Trim |
| 14 | LITE | Lumentum Holdings Inc | +0.3% | NEW | New buy |
| 15 | TMC | Tmc THE Metals Co Inc | +0.3% | NEW | New buy |
| 16 | ✓ | Sealsq CORP | +0.2% | NEW | New buy |
| 17 | COHR | Coherent CORP | +0.1% | NEW | New buy |
| 18 | INFQ | Infleqtion Inc | +0.1% | -25.00% | Trim |
| 19 | LEU | Centrus Energy Corp-class A | +0.1% | — | Unchanged |
| 20 | XPEV | Xpeng Inc - Adr | -0.1% | — | Unchanged |
| 21 | NVDA | Nvidia CORP | -0.2% | -24.98% | Trim |
| 22 | COIN | Coinbase Global Inc -class A | -0.4% | — | Unchanged |
| 23 | FIGR | Figure Technology Solut-cl A | -0.4% | -6.89% | Trim |
| 24 | TCOM | Trip.com Group Ltd-adr | -0.5% | — | Unchanged |
| 25 | ✓ | Inter & Co Inc | -0.5% | +16.11% | Add |
| 26 | GLD | Spdr Gold Shares | -0.5% | EXIT | Sold out |
| 27 | GOOG | Alphabet Inc-cl C | -1.9% | EXIT | Sold out |
| 28 | ECHO | Echostar Corp-a | -2.5% | EXIT | Sold out |
| 29 | NET | Cloudflare Inc - Class A | -8.6% | -70.97% | Trim |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is WIM INVESTMENT MANAGEMENT Ltd and what type of investor is it?
WIM INVESTMENT MANAGEMENT Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $305.3M, spread across 26 disclosed positions.
What are WIM INVESTMENT MANAGEMENT Ltd's largest equity positions?
Based on the latest 13F filing, WIM INVESTMENT MANAGEMENT Ltd's top holdings by market value are:
1. Tesla Inc (TSLA) — $102.3M (33.5%)
2. Meta Platforms Inc-class A (META) — $44.2M (14.5%)
3. Uber Technologies Inc (UBER) — $20.6M (6.8%)
4. Itau Unibanco H-spon Prf Adr (ITUB) — $19.6M (6.4%)
5. Figure Technology Solut-cl A (FIGR) — $17.0M (5.6%)
What changes did WIM INVESTMENT MANAGEMENT Ltd make in its most recent portfolio filing?
In the latest reported quarter, WIM INVESTMENT MANAGEMENT Ltd made 21 notable position adjustments: 9 new positions were initiated, 4 existing holdings were added to, 5 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Echostar Corp-a (ECHO); Sold out: Alphabet Inc-cl C (GOOG); New buy: Corning Inc (GLW); New buy: Lyft Inc-a (LYFT); Sold out: Spdr Gold Shares (GLD)
What sectors does WIM INVESTMENT MANAGEMENT Ltd focus on?
WIM INVESTMENT MANAGEMENT Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 42.7%
• Communication Services: 16.6%
• Information Technology: 15.7%
• Financials: 13.1%
• Industrials: 7.8%
• Health Care: 2.7%
Investment Profile
WIM INVESTMENT MANAGEMENT Ltd returned an annualized 11.7% over the trailing 21 months — underperforming the S&P 500 by 6.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.33 (more volatile than the market) and a 57% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 42.7% of the portfolio concentrated in Consumer Discretionary.
It has trimmed its FIGR position for two straight quarters, cutting it by $13.5M while still holding $17.0M.
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Developer Access
Access WIM INVESTMENT MANAGEMENT Ltd's institutional profile programmatically:
REST API
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