Holdings
Stenham Asset Management Ltd
As of Jun 30, 2026, Stenham Asset Management Ltd reported 10 positions worth US$16.6M. Largest: Northern Dynasty Minerals Ltd., York Space Systems Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Northern Dynasty Minerals Ltd. | 2.05M | US$3.93M | no change | Jun 30, 2026 |
| York Space Systems Inc. | 111K | US$2.72M | no change | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,047 | US$1.93M | −18,491 | Jun 30, 2026 |
| Sandisk Corporation | 710 | US$1.61M | new | Jun 30, 2026 |
| Hudbay Minerals Inc | 65,600 | US$1.55M | new | Jun 30, 2026 |
| Amazon.com, Inc. | 4,700 | US$1.12M | −33,580 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,211 | US$1.11M | +344 | Jun 30, 2026 |
| Tko Group Holdings, Inc. | 5,300 | US$1.07M | no change | Jun 30, 2026 |
| Mgm Resorts International | 21,000 | US$1M | new | Jun 30, 2026 |
| Core Scientific, Inc. | 20,400 | US$522K | new | Jun 30, 2026 |