Q3 2024 Holdings
Filed 2024-11-14 | 65 holdings | $67.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Newmont Corp(NEM) | COM | 651639106 | $1.0M | 18,800 | 1.5% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $1.1M | 12,200 | 1.7% |
| Alamos Gold Inc New(AGI) | COM CL A | 011532108 | $1.2M | 58,500 | 1.7% |
| Ehang Hldgs LTD(EH) | ADS | 26853E102 | $1.2M | 83,965 | 1.8% |
| First Solar Inc(FSLR) | COM | 336433107 | $1.3M | 5,214 | 1.9% |
| AES Corp(AES) | COM | 00130H105 | $1.3M | 65,631 | 2.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.4M | 6,005 | 2.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $2.1M | 3 | 3.1% |
| Autozone Inc(AZO) | COM | 053332102 | $2.1M | 663 | 3.1% |
| RIO Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $2.7M | 37,275 | 4.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.9M | 17,640 | 4.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $3.3M | 5,805 | 5.0% |
| Fidelity Wise Origin Bitcoin(FBTC) | SHS | 315948109 | $3.6M | 65,000 | 5.4% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $4.7M | 34,500 | 6.9% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $10.1M | 60,000 | 15.1% |