WIM INVESTMENT MANAGEMENT Ltd
Long book
$337.3M
Q1 2026
Positions
20
Top-10 weight
88%
concentration
Last quarter
+3.8%
SPY +14.8%
Turnover
25%
of book per quarter
Strategy in plain words
auto-generated from filingsWIM INVESTMENT MANAGEMENT Ltd is a concentrated fundamental stock-picker, running a $337.3M US long book across 20 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: TESLA INC, CLOUDFLARE INC - CLASS A, META PLATFORMS INC-CLASS A, FIGURE TECHNOLOGY SOLUT-CL A, ITAU UNIBANCO H-SPON PRF ADR.
Over the last 7 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 3 of 7 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2024
+16.0%
Q4 2024
-13.5%
Q1 2025
+23.8%
Q2 2025
+19.3%
Q3 2025
-5.9%
Q4 2025
-13.6%
Q1 2026
+3.8%
Sector allocation
Technology 39%
Industrials 30%
Financials 17%
Services media 7%
Communications 3%
Healthcare 2%
Materials 1%
Other 1%
Long book by quarter
What does WIM INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| TSLA TESLA INC | Industrials | 243.2K | $90.4M | 26.8% | -12.3% |
| NET CLOUDFLARE INC - CLASS A | Technology | 227.7K | $47.0M | 13.9% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 78.4K | $44.8M | 13.3% | +17.9% |
| FIGR FIGURE TECHNOLOGY SOLUT-CL A | Financials | 593.1K | $20.1M | 6.0% | -20.4% |
| UBER UBER TECHNOLOGIES INC | Services media | 273.7K | $19.7M | 5.8% | Held |
| COIN COINBASE GLOBAL INC -CLASS A | Financials | 104.2K | $18.2M | 5.4% | Held |
| INTR INTER & CO INC - CL A | Financials | 1.6M | $12.7M | 3.8% | +15.1% |
| NVDA NVIDIA CORP | Technology | 66.5K | $11.6M | 3.4% | Held |
| ECHO ECHOSTAR CORP-A | Communications | 71.7K | $8.4M | 2.5% | +1278.8% |
| GOOG ALPHABET INC-CL C | Technology | 22.7K | $6.5M | 1.9% | Held |
| GRAL GRAIL INC | Healthcare | 106.4K | $5.5M | 1.6% | Held |
| LEU CENTRUS ENERGY CORP-CLASS A | Materials | 23.9K | $4.1M | 1.2% | +16.9% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 25.0K | $3.7M | 1.1% | Held |
| ASPI ASP ISOTOPES INC | Other | 601.4K | $2.7M | 0.8% | Held |
| IONQ IONQ INC | Technology | 87.7K | $2.5M | 0.7% | Held |
| INFQ INFLEQTION INC | Technology | 246.2K | $2.4M | 0.7% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 12, 2026 | 20 | $337.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 22 | $386.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 18 | $393.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 18 | $301.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 8, 2025 | 15 | $239.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 15 | $291.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 7, 2024 | 14 | $237.8M | canonical | SEC ↗ |
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