Amitell Capital Pte Ltd
Net buyer this quarter
$109M
16
+$19M
35.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $7.5M | 6.86% | Not reported | Not reported | Q4 2020 |
 NVDA | $6.75M | 6.17% | 0.00% | +1078.9% | Q1 2026 |
 BRK.B | $4.51M | 4.12% | Not reported | Not reported | Q4 2020 |
 PHYS | $3.99M | 3.65% | 0.03% | +17.8% | Q4 2020 |
 AMZN | $3.73M | 3.41% | 0.00% | Not reported | Q4 2020 |
 AAPL | $3.52M | 3.22% | 0.00% | New | Q2 2026 |
 THC | $3.07M | 2.81% | 0.02% | -49.0% | Q2 2022 |
 IREN | $1.85M | 1.69% | 0.01% | Not reported | Q2 2025 |
 ICHR | $1.75M | 1.60% | 0.04% | New | Q2 2026 |
 CRWV | $1.72M | 1.58% | Not reported | New | Q2 2026 |
 AVGO | $1.62M | 1.48% | 0.00% | Not reported | Q3 2024 |
 SXI | $1.6M | 1.46% | 0.04% | New | Q2 2026 |
 ORCL | $728K | 0.67% | 0.00% | Not reported | Q4 2020 |
 RCKT | $611K | 0.56% | 0.16% | Not reported | Q1 2022 |
 GLD | $607K | 0.56% | 0.00% | New | Q2 2026 |
 HXL | $504K | 0.46% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| THC | $6.07M | 9.73% | 0.04% | -8.1% | Q2 2022 |
| BRK.B | $4.32M | 6.92% | Not reported | +112.7% | Q4 2020 |
| PHYS | $3.98M | 6.38% | 0.02% | -30.9% | Q4 2020 |
 SOLS | $1.85M | 2.96% | 0.02% | New | Q1 2026 |
 CNC | $1.41M | 2.26% | 0.01% | -50.0% | Q3 2023 |
 INTC | $841K | 1.35% | 0.00% | New | Q1 2026 |
 AMD | $827K | 1.33% | 0.00% | Not reported | Q4 2022 |
| RCKT | $640K | 1.03% | 0.16% | Not reported | Q1 2022 |
| NVDA | $499K | 0.80% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| AMZN | $7.05M | 7.88% | 0.00% | Not reported | Q4 2020 |
| THC | $6.96M | 7.78% | 0.04% | -21.5% | Q2 2022 |
| PHYS | $5.37M | 6.00% | 0.03% | -1.2% | Q4 2020 |
| AVGO | $5.27M | 5.89% | 0.00% | Not reported | Q3 2024 |
 CIEN | $5.23M | 5.84% | 0.02% | -42.6% | Q1 2024 |
 MOH | $3.61M | 4.04% | 0.04% | -45.3% | Q3 2025 |
| CNC | $3.55M | 3.97% | 0.02% | Not reported | Q3 2023 |
 NET | $2.63M | 2.94% | Not reported | +12.2% | Q3 2025 |
| BRK.B | $2.13M | 2.38% | Not reported | Not reported | Q4 2020 |
 FUTU | $883K | 0.99% | 0.00% | New | Q4 2025 |
 KSPI | $878K | 0.98% | 0.01% | Not reported | Q1 2025 |
 FOUR | $868K | 0.97% | 0.02% | New | Q4 2025 |
| RCKT | $627K | 0.70% | 0.17% | Not reported | Q1 2022 |
| Q3 2025 | |||||
| THC | $9.05M | 5.52% | 0.05% | -16.1% | Q2 2022 |
| MOH | $7.29M | 4.45% | 0.07% | New | Q3 2025 |
 AGI | $6.51M | 3.97% | 0.04% | -23.9% | Q4 2022 |
 PAX | $5.83M | 3.55% | Not reported | -33.6% | Q4 2022 |
| CIEN | $5.67M | 3.46% | 0.03% | -49.0% | Q1 2024 |
 AVAV | $5.47M | 3.33% | 0.03% | New | Q3 2025 |
 EZPW | $5.42M | 3.31% | Not reported | +7.7% | Q2 2022 |
 NATL | $5.25M | 3.20% | 0.18% | -44.9% | Q4 2023 |
| PHYS | $4.87M | 2.97% | 0.04% | -44.4% | Q4 2020 |
 AEM | $4.68M | 2.85% | 0.01% | -47.5% | Q4 2020 |
 APO | $4.08M | 2.49% | 0.01% | -20.6% | Q1 2022 |
 OLN | $3.87M | 2.36% | 0.14% | New | Q3 2025 |
 NG | $3.66M | 2.23% | 0.10% | -27.7% | Q2 2025 |
 CENX | $3.17M | 1.93% | 0.12% | New | Q3 2025 |
 GLNG | $3.09M | 1.89% | 0.07% | New | Q3 2025 |
 ASTL | $3.07M | 1.87% | 0.82% | -20.0% | Q2 2025 |
| PSLV | $3.06M | 1.87% | 0.04% | -18.9% | Q3 2024 |
 PPTA | $2.63M | 1.61% | 0.12% | -27.7% | Q2 2025 |
| NET | $2.55M | 1.56% | Not reported | New | Q3 2025 |
 HII | $2.54M | 1.55% | 0.02% | -55.5% | Q2 2025 |
 VAL | $2.54M | 1.55% | 0.07% | -20.8% | Q1 2022 |
 BN | $2.51M | 1.53% | Not reported | New | Q3 2025 |
 ELV | $2.32M | 1.41% | 0.00% | New | Q3 2025 |
 TDW | $2.14M | 1.30% | 0.08% | -31.4% | Q3 2021 |
 HBM | $2.14M | 1.30% | 0.04% | -47.1% | Q1 2025 |
 BKR | $2.1M | 1.28% | 0.00% | -34.0% | Q4 2021 |
 NTB | $1.64M | 1.00% | 0.09% | -32.8% | Q4 2023 |
 CRC | $1.4M | 0.85% | 0.03% | New | Q3 2025 |
 CACI | $1.23M | 0.75% | 0.01% | -73.4% | Q2 2025 |
 LMT | $1.17M | 0.72% | 0.00% | -20.8% | Q1 2025 |
 Z | $1.07M | 0.65% | Not reported | Not reported | Q2 2021 |
 EE | $737K | 0.45% | Not reported | New | Q3 2025 |
| AEXA | $656K | 0.40% | Not reported | New | Q3 2025 |
| RCKT | $583K | 0.36% | 0.17% | -21.3% | Q1 2022 |
 NBB | $507K | 0.31% | Not reported | Not reported | Q4 2020 |
 ARCC | $497K | 0.30% | 0.00% | Not reported | Q1 2024 |
 IAUX | $181K | 0.11% | 0.02% | -20.9% | Q4 2024 |