In its 13F for Q1 2024 (holdings as of March 31, 2024, filed March 9, 2026), Corecam Pte. Ltd. reported 20 stock positions worth $108.2 million . Its top holding was SPDR Gold Shares (GLD) at 15.4% of the portfolio, followed by iShares Silver Trust (SLV, 11.0% ) and Vaneck Junior Gold Miners (GDXJ, 10.4% ). Compared with Q4 2023, it opened 3 new positions, sold out of 4, added to 5 and reduced 9. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale SPDR Gold Shares (GLD, shares −17% ).
Location SINGAPORE, U0
CIK 0002106977
Portfolio Value $108.2M (Q1 2024) Holdings 20 stocks · $108.2M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 GLD SPDR Gold Shares 81,160 $16.7M Reduce -16.8% SLV iShares Silver Trust 524,200 $11.9M Add +21.9% GDXJ Vaneck Junior Gold Miners 290,900 $11.3M Reduce -8.8% RSP Invesco S&P 500 Equal Weight 58,850 $10.0M New KWEB Kranesh Csi China Internet 251,100 $6.6M Reduce -3.9% BABA Alibaba Group Holding-SP ADR 90,800 $6.6M Reduce -4.6% IJR iShares Core S&P Small-Cap E 56,200 $6.2M New EWJ iShares MSCI Japan ETF 85,400 $6.1M Add +33.4% PPLT Abrdn Physical Platinum SHRS 72,000 $6.0M Reduce -4.0% PYPL PayPal Holdings Inc. 86,120 $5.8M Reduce -4.2% XLE SS Energy Select Sector 44,500 $4.2M Add +29.0% OIH Vaneck Oil Services ETF 12,200 $4.1M Add +360.4% SE Sea Ltd.-ADR 75,036 $4.0M Reduce -26.3% PFE Pfizer Inc. 139,600 $3.9M Add +62.5% DIS The Walt Disney Co. filed as DISNEY WALT CO 12,200 $1.5M New URA Global X Uranium ETF 50,500 $1.5M Reduce -64.5% GDX Vaneck Gold Miners ETF 36,500 $1.2M Reduce -4.0% ASHR Xtrackers Harvest Csi 300 CH 24,000 $578K No change SPY SS SPDR S&P 500 ETF Trust-US 182 $95K No change SBSW Sibanye-Stillwater Ltd.-ADR 19,000 $89K No change
Options reported separately and not counted above: GDXJ calls ($278K), SLV calls ($200K), SPY puts ($131K), PAAS calls ($35K), OIH calls ($13K).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ GLD SPDR Gold Shares Reduce -16.8% 15.43% −4.93 URA Global X Uranium ETF Reduce -64.5% 1.35% −2.95 GDXJ Vaneck Junior Gold Miners Reduce -8.8% 10.42% −2.80 BAC Bank of America Corp. Sold out 0.00% −2.60 BABA Alibaba Group Holding-SP ADR Reduce -4.6% 6.07% −1.99 PPLT Abrdn Physical Platinum SHRS Reduce -4.0% 5.56% −1.91 KWEB Kranesh Csi China Internet Reduce -3.9% 6.09% −1.61 TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −1.06 SE Sea Ltd.-ADR Reduce -26.3% 3.73% −0.78 PYPL PayPal Holdings Inc. Reduce -4.2% 5.33% −0.70 XOM Exxon Mobil Corp. Sold out 0.00% −0.66 ILF iShares Latin America 40 ETF Sold out 0.00% −0.44 GDX Vaneck Gold Miners ETF Reduce -4.0% 1.07% −0.22
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ RSP Invesco S&P 500 Equal Weight New 9.21% +9.21 IJR iShares Core S&P Small-Cap E New 5.74% +5.74 OIH Vaneck Oil Services ETF Add +360.4% 3.79% +2.90 DIS The Walt Disney Co. New 1.38% +1.38 EWJ iShares MSCI Japan ETF Add +33.4% 5.63% +1.15 PFE Pfizer Inc. Add +62.5% 3.58% +0.88 SLV iShares Silver Trust Add +21.9% 11.02% +0.79 XLE SS Energy Select Sector Add +29.0% 3.88% +0.72
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ GDXJ Vaneck Junior Gold Miners call Reduce -25.0% 75,000 $278K SLV iShares Silver Trust call Reduce -0.8% 125,200 $200K SPY SS SPDR S&P 500 ETF Trust-US put Reduce -52.6% 20,300 $131K AAPL Apple Inc. put Sold out 10,100 $56Kbefore exit PAAS Pan American Silver Corp. call Reduce -16.2% 155,000 $35K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 82 $264.1M GLD, EWZ, MSFT, SILJ, XMHQ Q1 2026 65 $230.7M GLD, EWZ, PPLT, SILJ, SLV Q4 2025 48 $188.4M GLD, SLV, XMHQ, IJR, IBIT Q3 2025 37 $187.5M SLV, GLD, XMHQ, IBIT, IJR Q2 2025 32 $177.6M SLV, GLD, GDXJ, EWJ, XMHQ Q1 2025 28 $182.2M SLV, GLD, IJR, MSFT, PPLT Q4 2024 31 $184.4M SLV, GLD, IJR, EWJ, PPLT Q3 2024 24 $152.8M SLV, GLD, GDXJ, EWJ, PPLT Q2 2024 25 $133.7M SLV, GLD, GDXJ, PPLT, EWJ Q1 2024 20 $108.2M GLD, SLV, GDXJ, RSP, KWEB