Electrum Group
Electrum Group reported 10 stocks worth $3.4B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SIND (43.6%), SSMR (33.3%) and NG (16.4%). Compared with Q1 2026, the fund opened new positions in SIND and SSMR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SIND Sinda Ltd | $1.5B | 43.6% | 123M | New position | 1 of 3 | |
| 2 |  SSMR Sunshine Silver Mng & Refng | $1.1B | 33.3% | 85.4M | New position | 1 of 3 | |
| 3 |  NG Novagold Res Inc | $555M | 16.4% | 92.9M | No change | 3 of 3 | |
| 4 |  TMQ Trilogy Metals Inc New C | $111M | 3.3% | 31.6M | No change | 3 of 3 | |
| 5 |  THM International Tower Hill Min | $63.5M | 1.9% | 31.9M | No change | 3 of 3 | |
| 6 |  SILJ Amplify ETF TR | $20.2M | 0.6% | 778K | No change | 3 of 3 | |
| 7 |  SIL Global X Silver Miners ETF | $19.4M | 0.6% | 251K | No change | 3 of 3 | |
| 8 |  HL Hecla Mng Co | $5.5M | 0.2% | 356K | No change | 3 of 3 | |
| 9 |  PAAS Pan Amern Silver Corp | $4.1M | 0.1% | 92K | No change | 3 of 3 | |
| 10 |  CDE Coeur Mng Inc | $3.3M | 0.1% | 200K | No change | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Electrum Group 13F FAQ
What does Electrum Group own?
Electrum Group reported 10 stocks worth $3.4B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SIND (43.6%), SSMR (33.3%) and NG (16.4%). The table above lists every position in the filing (the top 10 without an account).
What did Electrum Group buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 0 added to, 0 trimmed and 0 sold out. New positions include SIND and SSMR.
When will Electrum Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Electrum Group's portfolio worth?
The Q2 2026 filing reports $3.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.