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WIM INVESTMENT MANAGEMENT Ltd

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13F filer, CIK 2042565, HONG KONG, Hong Kong

WIM INVESTMENT MANAGEMENT Ltd reported $300,986,086 across 18 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. Its ten largest share positions make up 93.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002042565-25-000005

Period
2025-06-30
Reported value
$301M
Holdings
18
Top 10 weight
93.55%
New
6
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAadded+9,180$6.78M
ITUBnew+692,500$4.7M
TCOMadded+57,450$3.37M
MPnew+71,700$2.39M
COINnew+5,900$2.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PDDreduced-106,500-$11.1M
QCOMexited-23,346-$3.59M
EPAMexited-16,200-$2.74M
LSCCexited-11,800-$619K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002042565-25-000005, largest first. % of portfolio is the value over $300,986,086, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,430 shares; 2024Q4: 277,430 shares; 2025Q1: 277,430 shares; 2025Q2: 277,430 shares 277,430$88.1M29.28%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 48,900 shares; 2025Q1: 54,400 shares; 2025Q2: 63,580 shares 63,580$46.9M15.59%+9,180Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,332 shares; 2024Q4: 237,249 shares; 2025Q1: 237,249 shares; 2025Q2: 237,249 shares 237,249$46.5M15.44%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,088 shares; 2024Q4: 227,588 shares; 2025Q1: 227,588 shares; 2025Q2: 227,588 shares 227,588$21.2M7.05%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,500 shares; 2024Q4: 75,000 shares; 2025Q1: 111,000 shares; 2025Q2: 111,000 shares 111,000$17.5M5.83%0Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,200 shares; 2024Q4: 39,950 shares; 2025Q1: 51,500 shares; 2025Q2: 51,500 shares 51,500$17.1M5.68%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,968 shares; 2024Q4: 264,468 shares; 2025Q1: 264,468 shares; 2025Q2: 157,968 shares 157,968$16.5M5.49%-106,500Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,100 shares; 2025Q2: 258,550 shares 258,550$15.2M5.04%+57,450Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,500 shares; 2025Q1: 28,800 shares; 2025Q2: 28,800 shares 28,800$6.71M2.23%0Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,750 shares; 2025Q1: 8,290 shares; 2025Q2: 8,290 shares 8,290$5.79M1.92%0Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 35,100 shares; 2025Q1: 35,100 shares; 2025Q2: 35,100 shares 35,100$5.58M1.85%0Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692,500 shares 692,500$4.7M1.56%newTimeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,700 shares 71,700$2.39M0.79%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,900 shares 5,900$2.07M0.69%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,030 shares 13,030$1.78M0.59%newTimeline
VPGVISHAY PRECISION GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,553 shares 39,553$1.11M0.37%newTimeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares 21,000$1.08M0.36%0Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,600 shares 23,600$696K0.23%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
QCOMQUALCOMM INC23,346$3.59Mshares
EPAMEPAM SYS INC16,200$2.74Mshares
LSCCLATTICE SEMICONDUCTOR CORP11,800$619Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002042565-25-000005 base2025-08-07acceptance time not in the bulk data set