Universe · entity
Stenham Asset Management Ltd
Institutional manager (13F) · CIK 1840750
13F holdings · as of 2026-03-31 · top 18 · reported portfolio $206M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR GOLD TR | $140M | 325,001 |
| 2 | HONEYWELL INTL INC | $8M | 37,441 |
| 3 | AMAZON COM INC | $8M | 38,280 |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $8M | 22,538 |
| 5 | UNION PAC CORP | $8M | 31,338 |
| 6 | TALEN ENERGY CORP | $7M | 21,500 |
| 7 | AERCAP HOLDINGS NV | $6M | 44,900 |
| 8 | NVIDIA CORPORATION | $6M | 33,810 |
| 9 | HUT 8 CORP | $3M | 67,550 |
| 10 | NORTHERN DYNASTY MINERALS LT | $3M | 2,046,000 |
| 11 | YORK SPACE SYSTEMS INC | $2M | 110,651 |
| 12 | ISHARES SILVER TR | $2M | 27,700 |
| 13 | TKO GROUP HOLDINGS INC | $1M | 5,300 |
| 14 | ISHARES TR | $1M | 23,559 |
| 15 | BERKSHIRE HATHAWAY INC DEL | $895k | 1,867 |
| 16 | CRH PLC | $883k | 8,400 |
| 17 | SPROTT ASSET MANAGEMENT LP | $716k | 15,000 |
| 18 | INVESCO EXCHANGE TRADED FD T | $495k | 7,400 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.