Stenham Asset Management Ltd — 13F holdings

Stenham Asset Management Ltd reported 15 holdings worth $140M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. GLD SPDR GOLD TR — $118M (84.9%)
  2. NAK NORTHERN DYNASTY MINERALS LT — $3.93M (2.8%)
  3. YSS YORK SPACE SYSTEMS INC — $2.72M (2.0%)
  4. IHAK ISHARES TR — $1.99M (1.4%)
  5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $1.93M (1.4%)
  6. SNDK SANDISK CORP — $1.61M (1.2%)
  7. HBM HUDBAY MINERALS INC — $1.55M (1.1%)
  8. SLV ISHARES SILVER TR — $1.48M (1.1%)
  9. AMZN AMAZON COM INC — $1.12M (0.8%)
  10. BRK.B BERKSHIRE HATHAWAY INC DEL — $1.11M (0.8%)