London, X0CIK 20900071 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
9 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Freeport-Mcmoran Inc | 100.9K | $5.13M | 26.2% | +100.9K | New Position |
| 2 | Ishares Tr | 62.2K | $5.02M | 25.7% | +62.2K | New Position |
| 3 | Barrick Mng Corp | 81.1K | $3.53M | 18.1% | +81.1K | New Position |
| 4 |
| 91.7K |
| $1.82M |
| 9.3% |
| +91.7K |
| New Position |
| 5 | Cameco Corp | 16.0K | $1.47M | 7.5% | +16.0K | New Position |
| 6 | Teck Resources Ltd | 18.1K | $865.3K | 4.4% | +18.1K | New Position |
| 7 | Tesla Inc | 1.8K | $827.5K | 4.2% | +1.8K | New Position |
| 8 | Uranium Energy Corp | 43.0K | $502.2K | 2.6% | +43.0K | New Position |
| 9 | Nexgen Energy Ltd | 42.0K | $386.4K | 2.0% | +42.0K | New Position |