Stenahm Asset Managment Ltd Top Holdings and 13F Report (2021) About Stenahm Asset Managment LtdInvestment ActivityStenahm Asset Managment Ltd has $139.64 million in total holdings as of September 30, 2021.Stenahm Asset Managment Ltd owns shares of 15 different stocks, but just 1 company or ETF makes up 80% of its holdings.Approximately 3.88% of the portfolio was purchased this quarter.About 40.89% of the portfolio was sold this quarter.This quarter, Stenahm Asset Managment Ltd has purchased 18 new stocks and bought additional shares in 2 stocks.Stenahm Asset Managment Ltd sold shares of 3 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Gold Shares $118,492,742Northern Dynasty Minerals $3,928,320YORK SPACE SYSTEMS INC $2,724,228iShares Cybersecurity and Tech ETF $1,986,613Taiwan Semiconductor Manufacturing $1,932,726 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $1,614,348 Holding443628102 - HudBay Minerals $1,548,816 Holding552953101 - MGM Resorts International $1,004,010 Holding21874A106 - CORE SCIENTIFIC INC NEW $522,036 Holding Largest Purchases this Quarter SANDISK CORP 710 shares (about $1.61M)HudBay Minerals 65,600 shares (about $1.55M)MGM Resorts International 21,000 shares (about $1.00M)iShares Cybersecurity and Tech ETF 9,164 shares (about $556.35K)CORE SCIENTIFIC INC NEW 20,400 shares (about $522.04K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 18,491 shares (about $8.83M)Amazon.com 33,580 shares (about $8.00M)SPDR Gold Shares 3,342 shares (about $1.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStenahm Asset Managment Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$118,492,742$1,231,126 â–¼-1.0%321,65984.9%ETFNAKNorthern Dynasty Minerals$3,928,3200.0%2,046,0002.8%MaterialsYORK SPACE SYSTEMS INC$2,724,2280.0%110,6512.0%COMIHAKiShares Cybersecurity and Tech ETF$1,986,613$556,346 â–²38.9%32,7231.4%ETFTSMTaiwan Semiconductor Manufacturing$1,932,726$8,830,748 â–¼-82.0%4,0471.4%TechnologySANDISK CORP$1,614,348$1,614,348 â–²New Holding7101.2%COMHBMHudBay Minerals$1,548,816$1,548,816 â–²New Holding65,6001.1%MaterialsSLViShares Silver Trust$1,481,1190.0%27,7001.1%ETFAMZNAmazon.com$1,120,198$8,003,457 â–¼-87.7%4,7000.8%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,106,362$172,134 â–²18.4%2,2110.8%FinanceTKO GROUP HOLDINGS INC$1,066,9430.0%5,3000.8%CL AMGMMGM Resorts International$1,004,010$1,004,010 â–²New Holding21,0000.7%Consumer DiscretionarySPROTT ASSET MANAGEMENT LP$603,4500.0%15,0000.4%PHYSICAL GOLD ANCORE SCIENTIFIC INC NEW$522,036$522,036 â–²New Holding20,4000.4%COMPHOInvesco Water Resources ETF$511,1920.0%7,4000.4%ETFHONHoneywell International$0$8,462,789 â–¼-100.0%00.0%IndustrialsUNPUnion Pacific$0$7,603,226 â–¼-100.0%00.0%IndustrialsTALEN ENERGY CORP$0$6,863,445 â–¼-100.0%00.0%COMAERAercap$0$6,159,382 â–¼-100.0%00.0%IndustrialsNVDANVIDIA$0$5,896,464 â–¼-100.0%00.0%TechnologyHUT 8 CORP$0$3,168,770 â–¼-100.0%00.0%COMCRH PLC$0$883,008 â–¼-100.0%00.0%ORDShowing largest 100 holdings. 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