In its 13F for Q2 2024 (holdings as of June 30, 2024, filed March 9, 2026), Corecam Pte. Ltd. reported 25 stock positions worth $133.7 million . Its top holding was iShares Silver Trust (SLV) at 13.9% of the portfolio, followed by SPDR Gold Shares (GLD, 12.1% ) and Vaneck Junior Gold Miners (GDXJ, 8.9% ). Compared with Q1 2024, it opened 8 new positions, sold out of 3, added to 10 and reduced 6. The biggest buy was a new position in St Sr Utl SL SE SPDR ETF-Usd (XLU) and the biggest sale an exit from PayPal (PYPL).
Location SINGAPORE, U0
CIK 0002106977
Portfolio Value $133.7M (Q2 2024) Holdings 25 stocks · $133.7M 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 Q1 2024 SLV iShares Silver Trust 697,500 $18.5M Add +33.1% GLD SPDR Gold Shares 75,070 $16.1M Reduce -7.5% GDXJ Vaneck Junior Gold Miners 283,800 $12.0M Reduce -2.4% PPLT Abrdn Physical Platinum SHRS 101,150 $9.3M Add +40.5% EWJ iShares MSCI Japan ETF 131,550 $9.0M Add +54.0% BABA Alibaba Group Holding-SP ADR 97,248 $7.0M Add +7.1% RSP Invesco S&P 500 Equal Weight 42,550 $7.0M Reduce -27.7% KWEB Kranesh Csi China Internet 257,000 $6.9M Add +2.4% XLU St Sr Utl SL SE SPDR ETF-Usd 93,000 $6.3M New XLE SS Energy Select Sector 62,800 $5.7M Add +41.1% ICLN iShares Global Clean Energy 424,800 $5.7M New PFE Pfizer Inc. 184,300 $5.2M Add +32.0% OIH Vaneck Oil Services ETF 15,250 $4.8M Add +25.0% SE Sea Ltd.-ADR 54,886 $3.9M Reduce -26.9% REET iShares Global REIT ETF 142,450 $3.3M New MU Micron Technology Inc. 24,800 $3.3M New IJR iShares Core S&P Small-Cap E 29,900 $3.2M Reduce -46.8% URNM Sprott Uranium Miners ETF 26,700 $1.3M New FCX Freeport-McMoran Inc. 24,700 $1.2M New ASHR Xtrackers Harvest Csi 300 CH 47,600 $1.1M Add +98.3% UBER Uber Technologies Inc. 13,550 $985K New MSFT Microsoft Corp. 1,975 $883K New GDX Vaneck Gold Miners ETF 23,200 $787K Reduce -36.4% SBSW Sibanye-Stillwater Ltd.-ADR 25,254 $110K Add +32.9% SPY SS SPDR S&P 500 ETF Trust-US 182 $99K No change
Options reported separately and not counted above: SLV calls ($503K), SPY puts ($149K), MU calls ($106K).
Portfolio Sells Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▲ PYPL PayPal Holdings Inc. Sold out 0.00% −5.33 RSP Invesco S&P 500 Equal Weight Reduce -27.7% 5.23% −3.98 GLD SPDR Gold Shares Reduce -7.5% 12.07% −3.36 IJR iShares Core S&P Small-Cap E Reduce -46.8% 2.39% −3.35 GDXJ Vaneck Junior Gold Miners Reduce -2.4% 8.94% −1.47 DIS The Walt Disney Co. Sold out 0.00% −1.38 URA Global X Uranium ETF Sold out 0.00% −1.35 SE Sea Ltd.-ADR Reduce -26.9% 2.93% −0.79 GDX Vaneck Gold Miners ETF Reduce -36.4% 0.59% −0.48
Portfolio Buys Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▼ XLU St Sr Utl SL SE SPDR ETF-Usd New 4.74% +4.74 ICLN iShares Global Clean Energy New 4.23% +4.23 SLV iShares Silver Trust Add +33.1% 13.86% +2.84 REET iShares Global REIT ETF New 2.48% +2.48 MU Micron Technology Inc. New 2.44% +2.44 PPLT Abrdn Physical Platinum SHRS Add +40.5% 6.92% +1.36 EWJ iShares MSCI Japan ETF Add +54.0% 6.72% +1.08 URNM Sprott Uranium Miners ETF New 0.98% +0.98 FCX Freeport-McMoran Inc. New 0.90% +0.90 UBER Uber Technologies Inc. New 0.74% +0.74 MSFT Microsoft Corp. New 0.66% +0.66 XLE SS Energy Select Sector Add +41.1% 4.28% +0.40 ASHR Xtrackers Harvest Csi 300 CH Add +98.3% 0.84% +0.31 PFE Pfizer Inc. Add +32.0% 3.86% +0.28 SBSW Sibanye-Stillwater Ltd.-ADR Add +32.9% 0.08% −0.00 OIH Vaneck Oil Services ETF Add +25.0% 3.61% −0.19 BABA Alibaba Group Holding-SP ADR Add +7.1% 5.24% −0.84 KWEB Kranesh Csi China Internet Add +2.4% 5.19% −0.90
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ SLV iShares Silver Trust call Add +55.9% 195,200 $503K GDXJ Vaneck Junior Gold Miners call Sold out 75,000 $278Kbefore exit SPY SS SPDR S&P 500 ETF Trust-US put Add +187.2% 58,300 $149K MU Micron Technology Inc. call New 13,100 $106K PAAS Pan American Silver Corp. call Sold out 155,000 $35Kbefore exit OIH Vaneck Oil Services ETF call Sold out 5,300 $13Kbefore exit
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