Amitell Capital Pte Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Amitell Capital Pte Ltd reported 26 stock positions worth $109.3 million. Its top holding was Vanguard Tot World STK ETF (VT) at 34.1% of the portfolio, followed by Alphabet Class C (GOOG, 6.9%) and Nvidia (NVDA, 6.2%). Compared with Q1 2026, it opened 16 new positions, sold out of 4, added to 6 and reduced 1. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale Tenet Healthcare (THC, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001807559
- Portfolio Value
- $109.3M (Q2 2026)
- SEC Filing
- 0001807559-26-000004 ↗ filed Aug 5, 2026
Holdings Value
Holdings 26 stocks · $109.3M
| VT Vanguard Tot World STK ETF | 34.05% | 237,233 | $37.2M | Add +20.0% |
| GOOG Alphabet Inc. Class C | 6.86% | 21,219 | $7.5M | New |
| NVDA Nvidia Corp. | 6.17% | 33,727 | $6.7M | Add +1078.8% |
| IEMG iShares Core MSCI Emerging | 5.35% | 70,600 | $5.8M | Add +15.6% |
| VGK Vanguard Ftse Europe ETF | 4.94% | 60,956 | $5.4M | Add +20.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.12% | 9,007 | $4.5M | No change |
| XME SS SPDR S&P Metals Mining | 4.08% | 41,755 | $4.5M | No change |
| PHYS Sprott Physical Gold Trust | 3.65% | 132,379 | $4.0M | Add +17.8% |
| AMZN Amazon.com Inc. | 3.41% | 15,649 | $3.7M | New |
| AAPL Apple Inc. | 3.22% | 12,153 | $3.5M | New |
| COPX Global X Copper Miners ETF | 3.04% | 43,135 | $3.3M | New |
| XBI SS SPDR S&P Biotech ETF | 2.86% | 19,773 | $3.1M | New |
| THC Tenet Healthcare Corp. | 2.81% | 16,410 | $3.1M | Reduce -49.0% |
| GDX Vaneck Gold Miners ETF | 2.76% | 39,975 | $3.0M | Add +124.3% |
| IREN Iren Ltd. filed as IREN LIMITED | 1.69% | 40,481 | $1.9M | New |
| URA Global X Uranium ETF | 1.62% | 40,421 | $1.8M | New |
| ICHR Ichor Holdings Ltd. | 1.60% | 15,566 | $1.7M | New |
| CRWV Coreweave Inc. Class A | 1.58% | 17,313 | $1.7M | New |
| AVGO Broadcom Inc. | 1.48% | 4,277 | $1.6M | New |
| SXI Standex International Corp. | 1.46% | 4,478 | $1.6M | New |
| EWZ iShares MSCI Brazil ETF | 0.68% | 21,692 | $748K | New |
| ORCL Oracle Corp. | 0.67% | 4,969 | $728K | New |
| RCKT Rocket Pharmaceuticals Inc. | 0.56% | 178,769 | $611K | No change |
| GLD SPDR Gold Shares | 0.56% | 1,648 | $607K | New |
| HXL Hexcel Corp. | 0.46% | 5,037 | $504K | New |
| OIH Vaneck Oil Services ETF | 0.34% | 994 | $370K | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| GOOG Alphabet Inc. Class C | New | 6.86% | +6.86 |
| NVDA Nvidia Corp. | Add +1078.8% | 6.17% | +5.37 |
| AMZN Amazon.com Inc. | New | 3.41% | +3.41 |
| AAPL Apple Inc. | New | 3.22% | +3.22 |
| COPX Global X Copper Miners ETF | New | 3.04% | +3.04 |
| XBI SS SPDR S&P Biotech ETF | New | 2.86% | +2.86 |
| IREN Iren Ltd. | New | 1.69% | +1.69 |
| URA Global X Uranium ETF | New | 1.62% | +1.62 |
| ICHR Ichor Holdings Ltd. | New | 1.60% | +1.60 |
| CRWV Coreweave Inc. Class A | New | 1.58% | +1.58 |
| AVGO Broadcom Inc. | New | 1.48% | +1.48 |
| SXI Standex International Corp. | New | 1.46% | +1.46 |
| EWZ iShares MSCI Brazil ETF | New | 0.68% | +0.68 |
| ORCL Oracle Corp. | New | 0.67% | +0.67 |
| GLD SPDR Gold Shares | New | 0.56% | +0.56 |
| HXL Hexcel Corp. | New | 0.46% | +0.46 |
| OIH Vaneck Oil Services ETF | New | 0.34% | +0.34 |
| GDX Vaneck Gold Miners ETF | Add +124.3% | 2.76% | +0.14 |
| IEMG iShares Core MSCI Emerging | Add +15.6% | 5.35% | −1.48 |
| VGK Vanguard Ftse Europe ETF | Add +20.0% | 4.94% | −1.78 |
| PHYS Sprott Physical Gold Trust | Add +17.8% | 3.65% | −2.73 |
| VT Vanguard Tot World STK ETF | Add +20.0% | 34.05% | −9.80 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 26 | $109.3M | VT, GOOG, NVDA, IEMG, VGK |
| Q1 2026 | 14 | $62.4M | VT, THC, XME, BRK.B, IEMG |
| Q4 2025 | 20 | $89.4M | VT, COPX, GDX, AMZN, THC |
| Q3 2025 | 42 | $135.2M | THC, MOH, AGI, PAX, CIEN |
| Q2 2025 | 48 | $178.1M | IREN, ORCL, THC, PAX, ET |
| Q1 2025 | 46 | $129.4M | NATL, THC, PAX, ET, PHYS |
| Q4 2024 | 35 | $110.5M | NATL, PAX, MSFT, ET, THC |
| Q3 2024 | 37 | $133.4M | NATL, THC, VYX, PAX, AVGO |
| Q2 2024 | 37 | $116.0M | NATL, PAX, THC, VYX, FORM |
| Q1 2024 | 40 | $118.1M | THC, PAX, NATL, MU, VYX |