Electrum Group LLC
Net buyer this quarter
$3.39B
9
+$2.6B
99.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SIND | $1.48B | 43.58% | 82.55% | New | Q2 2026 |
 SSMR | $1.13B | 33.33% | 59.39% | New | Q2 2026 |
 NG | $555M | 16.38% | 21.17% | Not reported | Q4 2025 |
 TMQ | $111M | 3.28% | 18.00% | Not reported | Q4 2025 |
 THM | $63.5M | 1.88% | 12.20% | Not reported | Q4 2025 |
 SIL | $19.4M | 0.57% | Not reported | Not reported | Q4 2025 |
 HL | $5.5M | 0.16% | 0.05% | Not reported | Q4 2025 |
 PAAS | $4.13M | 0.12% | 0.02% | Not reported | Q4 2025 |
 CDE | $3.27M | 0.10% | 0.02% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| NG | $834M | 77.08% | 21.17% | Not reported | Q4 2025 |
| TMQ | $113M | 10.48% | 18.32% | Not reported | Q4 2025 |
| THM | $73.4M | 6.78% | 12.20% | +11.0% | Q4 2025 |
| SIL | $22.6M | 2.09% | Not reported | -26.6% | Q4 2025 |
| HL | $6.64M | 0.61% | 0.05% | -45.6% | Q4 2025 |
| PAAS | $5.03M | 0.47% | 0.02% | -57.4% | Q4 2025 |
| CDE | $3.76M | 0.35% | 0.02% | -58.4% | Q4 2025 |
| Q4 2025 | |||||
| NG | $866M | 75.49% | 22.83% | New | Q4 2025 |
| TMQ | $136M | 11.88% | 19.23% | New | Q4 2025 |
| THM | $53.5M | 4.66% | 13.84% | New | Q4 2025 |
| SIL | $28.6M | 2.49% | Not reported | New | Q4 2025 |
| HL | $12.6M | 1.10% | 0.10% | New | Q4 2025 |
| PAAS | $11.2M | 0.98% | 0.05% | New | Q4 2025 |
| CDE | $8.58M | 0.75% | 0.08% | New | Q4 2025 |