Total reported value
$337.3M
Reporting period: 2026-03-31 · Number of holdings: 20
WIM INVESTMENT MANAGEMENT Ltd disclosed 20 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $337.3M and a quarterly turnover rate of 27.0%.
Trim TSLA
-12.3% -$34.3M
Add ITUB
+38.1% $7.7M
Add ECHO
+1278.8% $7.8M
Add NET
0.0% $2.1M
Add META
+17.9% $960.8K
Trim FIGR
-20.4% -$10.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | Stock-Consumer Disc | 26.80% | -5.45% | -12.33% | |
| 2 | NET | Cloudflare INC - Class A | Stock-Tech | 13.93% | +2.33% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 13.29% | +1.95% | +17.90% | |
| 4 | FIGR | Figure Technology Solut-cl A | Stock-Other | 5.97% | -1.90% | -20.42% | |
| 5 | ITUB | Itau Unibanco H-spon Prf Adr | Stock-Financials | 5.96% | +2.75% | +38.09% | |
| 6 | UBER | Uber Technologies INC | Stock-Industrials | 5.84% | +0.06% | — | |
| 7 | COIN | Coinbase Global INC -class A | Stock-Financials | 5.39% | -0.70% | — | |
| 8 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 3.82% | -0.99% | — | |
| 9 | ✓ | Inter And Co INC Cl A | Stock-Other | 3.77% | +0.73% | +15.15% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.44% | +0.24% | — | |
| 11 | ECHO | Echostar Corp-a | Stock-Comm Services | 2.49% | +2.34% | +1278.85% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.93% | +0.09% | — | |
| 13 | GRAL | Grail INC | Stock-Healthcare | 1.63% | -0.72% | — | |
| 14 | LEU | Centrus Energy Corp-class A | Stock-Energy | 1.23% | -0.05% | +16.91% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.09% | -0.06% | — | |
| 16 | ASPI | Asp Isotopes INC | Stock-Other | 0.79% | -0.04% | — | |
| 17 | IONQ | Ionq INC | Stock-Tech | 0.75% | -0.27% | — | |
| 18 | INFQ | Infleqtion INC | Stock-Other | 0.72% | +0.72% | NEW | |
| 19 | XPEV | Xpeng INC - Adr | Stock-Other | 0.66% | +0.20% | +48.34% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | +0.52% | NEW |
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
-6.2%
Based on 60% of reported portfolio value with available pricing
WIM INVESTMENT MANAGEMENT Ltd's most significant position changes for 2026-03-31: Sold out: ; New buy: Infleqtion INC (INFQ); Sold out: Intl Business Machines CORP (IBM); New buy: Spdr Gold Shares (GLD); Sold out: Mp Materials CORP (MP).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITUB | Itau Unibanco H-spon Prf Adr | +2.8% | +38.09% | Add |
| 2 | ECHO | Echostar Corp-a | +2.3% | +1278.85% | Add |
| 3 | NET | Cloudflare INC - Class A | +2.3% | — | Unchanged |
| 4 | META | Meta Platforms Inc-class A | +2% | +17.90% | Add |
| 5 | ✓ | Inter And Co INC Cl A | +0.7% | +15.15% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | — | Unchanged |
| 7 | XPEV | Xpeng INC - Adr | +0.2% | +48.34% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 9 | UBER | Uber Technologies INC | +0.1% | — | Unchanged |
| 10 | ASPI | Asp Isotopes INC | 0% | — | Unchanged |
| 11 | LEU | Centrus Energy Corp-class A | -0.1% | +16.91% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | -0.1% | — | Unchanged |
| 13 | IONQ | Ionq INC | -0.3% | — | Unchanged |
| 14 | COIN | Coinbase Global INC -class A | -0.7% | — | Unchanged |
| 15 | GRAL | Grail INC | -0.7% | — | Unchanged |
| 16 | TCOM | Trip.com Group Ltd-adr | -1% | — | Unchanged |
| 17 | FIGR | Figure Technology Solut-cl A | -1.9% | -20.42% | Trim |
| 18 | TSLA | Tesla INC | -5.5% | -12.33% | Trim |
| 19 | ✓ | — | EXIT | Sold out | |
| 20 | INFQ | Infleqtion INC | — | NEW | New buy |
| 21 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 22 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 23 | MP | Mp Materials CORP | — | EXIT | Sold out |
| 24 | CAR | Avis Budget Group INC | — | EXIT | Sold out |