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Portfolio (Quarterly) Guide ↗

WIM INVESTMENT MANAGEMENT Ltd

· CIK 0002042565
13F Portfolio $337M AUM 20 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 6 Added 2 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA TESLA INC Consumer Cyclical 243,230.0 $90.4M 26.80% -34K -12.3% $371.75 -1.7%
2 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 593,116.0 $20.1M 5.97% -152K -20.4% $33.95 +2.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 31.9%
Technology 28.8%
Financial Services 22.0%
Communication Services 13.6%
Healthcare 1.7%
Energy 1.3%
Basic Materials 0.8%