2026 Q2 Portfolio Activity
In 2026 Q2, Electrum Group LLC maintained a portfolio of 10 distinct positions. The most significant new addition was SINDA LTD, now representing 43.58% of the total fund value.
Position History
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Electrum Group LLC
AUM $3,386M
Total Positions
10
Quarter
2026 Q2
Top Holding
N/A (43.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Electrum Group LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
SINDA LTD
|
|
Unknown | 43.58% | — |
#1
Prev: #—
|
9.5 |
—
|
122,953,908 | — |
NEW
|
122,953,908 | $1,475,446,896 | — | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
N/A
SUNSHINE SILVER...
|
|
Unknown | 33.33% | — |
#2
Prev: #—
|
9.0 |
—
|
85,364,838 | — |
NEW
|
85,364,838 | $1,128,523,158 | — | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
NG
NOVAGOLD RESOUR...
|
Basic Materials | 16.38% | 77.08% |
#3
2
Prev: #1
|
6.0 |
—
|
no change | no change |
P
S
|
92,902,813 | $554,629,794 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TMQ
TRILOGY METALS ...
|
Basic Materials | 3.28% | 10.48% |
#4
2
Prev: #2
|
2.8 |
—
|
no change | no change |
P
S
|
31,604,741 | $110,932,641 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
THM
INTERNATIONAL T...
|
Basic Materials | 1.88% | 6.78% |
#5
2
Prev: #3
|
2.3 |
—
|
no change | no change |
P
S
|
31,918,825 | $63,518,462 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SILJ
AMPLIFY ETF TR
|
ETF | 0.60% | 2.14% |
#6
2
Prev: #4
|
1.2 |
—
|
no change | no change |
P
S
|
777,615 | $20,155,781 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SIL
GLOBAL X FDS
|
ETF | 0.57% | 2.09% |
#7
2
Prev: #5
|
1.2 |
—
|
no change | no change |
P
S
|
251,009 | $19,443,157 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
HL
HECLA MINING CO...
|
Basic Materials | 0.16% | 0.61% |
#8
2
Prev: #6
|
1.1 |
—
|
no change | no change |
P
S
|
356,251 | $5,496,953 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PAAS
PAN AMERN SILVE...
|
Basic Materials | 0.12% | 0.47% |
#9
2
Prev: #7
|
1.0 |
—
|
no change | no change |
P
S
|
92,130 | $4,126,503 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
CDE
COEUR MNG INC
|
Basic Materials | 0.10% | 0.35% |
#10
2
Prev: #8
|
1.0 |
—
|
no change | no change |
P
S
|
200,315 | $3,269,141 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-10 of 10 holdings