Stenham Asset Management Ltd reported 15 holdings worth US$140M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Stenham Asset Management Ltd reported 15 holdings worth US$140M as of Jun 30, 2026. Largest: Northern Dynasty Minerals Ltd., York Space Systems Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$140M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Northern Dynasty Minerals Ltd. | 2.05M | US$3.93M | 2.8% |
| York Space Systems Inc. | 111K | US$2.72M | 2.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,047 | US$1.93M | 1.4% |
| Sandisk Corporation | 710 | US$1.61M | 1.2% |
| Hudbay Minerals Inc | 65,600 | US$1.55M | 1.1% |
| Amazon.com, Inc. | 4,700 | US$1.12M | 0.80% |
| Berkshire Hathaway Inc. | 2,211 | US$1.11M | 0.79% |
| Tko Group Holdings, Inc. | 5,300 | US$1.07M | 0.76% |
| Mgm Resorts International | 21,000 | US$1M | 0.72% |
| Core Scientific, Inc. | 20,400 | US$522K | 0.37% |
| Talen Energy Corporation | 0 | US$0 | 0.00% |
| Union Pacific Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Hut 8 Corp. | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |