Holdings
The Tocqueville Fund
As of Jul 31, 2026, The Tocqueville Fund reported 49 positions worth US$579M. Largest: Applied Materials, Inc., Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 75,000 | US$38.1M | no change | Jul 31, 2026 |
| Alphabet Inc (google) Class C | 100K | US$35.6M | no change | Jul 31, 2026 |
| Nvidia Corporation | 150K | US$30.1M | no change | Jul 31, 2026 |
| Marvell Technology, Inc. | 150K | US$28.1M | no change | Jul 31, 2026 |
| Rocket Lab Corporation | 425K | US$27.6M | −75,000 | Jul 31, 2026 |
| Microsoft Corp. | 50,000 | US$23.2M | no change | Jul 31, 2026 |
| Caterpillar, Inc. | 25,000 | US$20.4M | no change | Jul 31, 2026 |
| Amazon.com, Inc. | 70,000 | US$19M | no change | Jul 31, 2026 |
| Newmont Corporation | 200K | US$18.7M | no change | Jul 31, 2026 |
| Vertiv Holdings, Llc | 75,000 | US$18.1M | no change | Jul 31, 2026 |