1y return+0.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $125 against $130 in the S&P 500.2
WIM INVESTMENT MANAGEMENT LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSLATesla Inc | $102.3M | 33.5% | |
| METAMeta Platforms Inc-class A | $44.2M | 14.5% | |
| UBERUber Technologies Inc | $20.6M | 6.8% | +4.5% |
| ITUBItau Unibanco Hldg S A | $19.6M | 6.4% | |
| FIGRFigure Technology Solutio | $17.0M | 5.6% | −6.9% |
| NETCloudflare Inc | $16.2M | 5.3% | −71.0% |
| COINCoinbase Global Inc | $15.2M | 5.0% | |
| TCOMTrip.com Group Ltd-adr | $10.3M | 3.4% | |
| Inter & Co IncCUSIP G4R20B107 | $10.1M | 3.3% | +16.1% |
| NVDANvidia Corp | $10.0M | 3.3% | −25.0% |
| GRALGrail Inc | $7.3M | 2.4% | |
| IONQIonq Inc | $5.6M | 1.8% | +19.4% |
| PLTRPalantir Technologies Inc-a | $4.4M | 1.4% | +49.9% |
| LEUCentrus Energy Corp | $4.0M | 1.3% | |
| ASPIAsp Isotopes Inc | $3.4M | 1.1% | −10.0% |
| INFQInfleqtion Inc | $2.5M | 0.8% | −25.0% |
| GLWCorning Inc | $2.3M | 0.8% | New |
| LYFTLyft Inc | $2.0M | 0.6% | New |
| XPEVXpeng Inc | $1.7M | 0.6% | |
| QNTQuantinuum Inc | $1.6M | 0.5% | New |
| VPGVishay Precision Group Inc | $1.3M | 0.4% | New |
| BKNGBooking Holdings Inc | $1.0M | 0.3% | New |
| LITELumentum Hldgs Inc | $922K | 0.3% | New |
| TMCTmc The Metals Company Inc | $792K | 0.3% | New |
| Sealsq CorpCUSIP G79483106 | $723K | 0.2% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GRALGrail Inc | September 30, 2024 | +396.1% | $7.3M |
| NETCloudflare Inc | September 30, 2024 | +203.2% | $16.2M |
| NVDANvidia Corp | September 30, 2024 | +64.8% | $10.0M |
| TSLATesla Inc | September 30, 2024 | +60.8% | $102.3M |
| INFQInfleqtion Inc | March 31, 2026 | +35.8% | $2.5M |
| ITUBItau Unibanco Hldg S A | June 30, 2025 | +20.3% | $19.6M |
| IONQIonq Inc | December 31, 2025 | +18.7% | $5.6M |
| ASPIAsp Isotopes Inc | December 31, 2025 | +16.3% | $3.4M |
| METAMeta Platforms Inc-class A | September 30, 2024 | −1.6% | $44.2M |
| UBERUber Technologies Inc | September 30, 2024 | −4.0% | $20.6M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.3% | +14.8% |
| March 31, 2026 | −13.7% | −4.6% |
| December 31, 2025 | −6.1% | +2.4% |
| September 30, 2025 | +19.2% | +7.8% |
| June 30, 2025 | +23.7% | +10.5% |
| March 31, 2025 | −13.6% | −4.6% |
| December 31, 2024 | +15.9% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WIM INVESTMENT MANAGEMENT Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2042565&type=13F-HR&dateb=&owner=include&count=40CIK 2042565
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2042565/000204256526000005/Filed August 6, 2026 · accession 0002042565-26-000005