Stenahm Asset Managment Ltd Top Holdings and 13F Report (2021) About Stenahm Asset Managment LtdInvestment ActivityStenahm Asset Managment Ltd has $205.88 million in total holdings as of September 30, 2021.Stenahm Asset Managment Ltd owns shares of 18 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 6.27% of the portfolio was purchased this quarter.About 8.49% of the portfolio was sold this quarter.This quarter, Stenahm Asset Managment Ltd has purchased 23 new stocks and bought additional shares in 2 stocks.Stenahm Asset Managment Ltd sold shares of 5 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Gold Shares $139,844,680Honeywell International $8,462,789Amazon.com $7,972,576Taiwan Semiconductor Manufacturing $7,616,717Union Pacific $7,603,226 Largest New Holdings this Quarter 44812J104 - HUT 8 CORP $3,168,770 Holding66510M204 - Northern Dynasty Minerals $2,864,400 Holding987084100 - YORK SPACE SYSTEMS INC $2,453,133 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 12,655 shares (about $4.28M)HUT 8 CORP 67,550 shares (about $3.17M)Northern Dynasty Minerals 2,046,000 shares (about $2.86M)YORK SPACE SYSTEMS INC 110,651 shares (about $2.45M)iShares Cybersecurity and Tech ETF 3,181 shares (about $138.85K) Largest Sales this Quarter SPDR Gold Shares 16,906 shares (about $7.27M)NVIDIA 27,927 shares (about $4.87M)Union Pacific 2,319 shares (about $562.64K)SPROTT ASSET MANAGEMENT LP 10,000 shares (about $477.20K)Amazon.com 1,800 shares (about $374.89K) 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$139,844,680$7,274,483 â–¼-4.9%325,00167.9%FinanceHONHoneywell International$8,462,7890.0%37,4414.1%Multi-Sector ConglomeratesAMZNAmazon.com$7,972,576$374,886 â–¼-4.5%38,2803.9%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$7,616,717$4,276,757 â–²128.0%22,5383.7%Computer and TechnologyUNPUnion Pacific$7,603,226$562,636 â–¼-6.9%31,3383.7%TransportationTALEN ENERGY CORP$6,863,4450.0%21,5003.3%COMAERAercap$6,159,3820.0%44,9003.0%TransportationNVDANVIDIA$5,896,464$4,870,469 â–¼-45.2%33,8102.9%Computer and TechnologyHUT 8 CORP$3,168,770$3,168,770 â–²New Holding67,5501.5%COMNAKNorthern Dynasty Minerals$2,864,400$2,864,400 â–²New Holding2,046,0001.4%Basic MaterialsYORK SPACE SYSTEMS INC$2,453,133$2,453,133 â–²New Holding110,6511.2%COMSLViShares Silver Trust$1,887,4780.0%27,7000.9%ETFTKO GROUP HOLDINGS INC$1,068,7450.0%5,3000.5%CL AIHAKiShares Cybersecurity and Tech ETF$1,028,350$138,851 â–²15.6%23,5590.5%ETFBRK.BBerkshire Hathaway$894,6660.0%1,8670.4%FinanceCRH PLC$883,0080.0%8,4000.4%ORDSPROTT ASSET MANAGEMENT LP$715,800$477,200 â–¼-40.0%15,0000.3%PHYSICAL GOLD ANPHOInvesco Water Resources ETF$494,7640.0%7,4000.2%ETFMSFTMicrosoft$0$686,740 â–¼-100.0%00.0%Computer and TechnologyMAMastercard$0$633,677 â–¼-100.0%00.0%Business ServicesPCGPacific Gas & Electric$0$496,563 â–¼-100.0%00.0%UtilitiesGEGE Aerospace$0$486,687 â–¼-100.0%00.0%AerospaceHLTHilton Worldwide$0$448,110 â–¼-100.0%00.0%Consumer DiscretionaryDHRDanaher$0$428,080 â–¼-100.0%00.0%MedicalCMECME Group$0$393,235 â–¼-100.0%00.0%FinanceRACEFerrari$0$347,386 â–¼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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