§ 13F · FUND PROFILE
Electrum Group LLC.
AUM · $3.4B (13F)Positions · 10Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2.6B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SIND | SINDA LTD | 122.95M | $1.5B | 43.6% | NEW |
| 2 | SSMR | SUNSHINE SILVER MNG & REFNG | 85.36M | $1.1B | 33.3% | NEW |
| 3 | NG | NOVAGOLD RESOURCES INC | 92.90M | $555M | 16.4% | ±0% |
| 4 | TMQ | TRILOGY METALS INC NEW | 31.60M | $111M | 3.3% | ±0% |
| 5 | THM | INTERNATIONAL TOWER HILL MIN | 31.92M | $64M | 1.9% | ±0% |
| 6 | SILJ | AMPLIFY ETF TR | 778K | $20M | 0.6% | ±0% |
| 7 | SIL | GLOBAL X FDS | 251K | $19M | 0.6% | ±0% |
| 8 | HL | HECLA MINING COMPANY | 356K | $5M | 0.2% | ±0% |
| 9 | PAAS | PAN AMERN SILVER CORP | 92K | $4M | 0.1% | ±0% |
| 10 | CDE | COEUR MNG INC | 200K | $3M | 0.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELECTRUM SIGNAL
AC read
Electrum Group LLC is a Other fund managing $3.4 billion in assets. The fund runs a focused portfolio of just 10 positions.
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