Stenham Asset Management Ltd
15 holdingsFiling period: 2026-06-30Current AUM: $134.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold TR | 321.7K | $118.5M | $118.6M | 88.31% | -3,342 | 2026-06-30 |
| 2 | NAK | Northern Dynasty Minerals LT | 2.05M | $3.9M | $1.7M | 1.26% | -- | 2026-06-30 |
| 3 | YSS | York Space Systems Inc | 110.7K | $2.7M | $773K | 0.58% | -- | 2026-06-30 |
| 4 | IHAK | iShares TR | 32.7K | $2.0M | $2.5M | 1.84% | +9.2K | 2026-06-30 |
| 5 | TSM | Taiwan Semiconductor Manufac | 4.0K | $1.9M | $1.7M | 1.30% | -18,491 | 2026-06-30 |
| 6 | SNDK | Sandisk Corp | 710 | $1.6M | $944K | 0.70% | -- | 2026-06-30 |
| 7 | HBM | Hudbay Minerals Inc | 65.6K | $1.5M | $1.5M | 1.14% | -- | 2026-06-30 |
| 8 | SLV | iShares Silver TR | 27.7K | $1.5M | $1.3M | 0.98% | -- | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 4.7K | $1.1M | $1.1M | 0.85% | -33,580 | 2026-06-30 |
| 10 | BRK-B | Berkshire Hathaway Inc Del | 2.2K | $1.1M | $1.1M | 0.82% | +344 | 2026-06-30 |
| 11 | TKO | Tko Group Holdings Inc | 5.3K | $1.1M | $947K | 0.71% | -- | 2026-06-30 |
| 12 | MGM | Mgm Resorts International | 21.0K | $1.0M | $605K | 0.45% | -- | 2026-06-30 |
| 13 | CEF | Sprott Asset Management LP | 15.0K | $603K | $576K | 0.43% | -- | 2026-06-30 |
| 14 | CORZ | Core Scientific Inc New | 20.4K | $522K | $294K | 0.22% | -- | 2026-06-30 |
| 15 | PHO | Invesco Exchange Traded FD T | 7.4K | $511K | $547K | 0.41% | -- | 2026-06-30 |
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