In its 13F for Q1 2025 (holdings as of March 31, 2025, filed March 2, 2026), Corecam Pte. Ltd. reported 28 stock positions worth $182.2 million . Its top holding was iShares Silver Trust (SLV) at 14.3% of the portfolio, followed by SPDR Gold Shares (GLD, 11.3% ) and iShares Core S&P Small-Cap E (IJR, 6.6% ). Compared with Q4 2024, it opened 4 new positions, sold out of 7, added to 16 and reduced 7. The biggest buy was iShares Silver Trust (SLV, shares +7% ) and the biggest sale an exit from SS Energy Select Sector (XLE).
Location SINGAPORE, U0
CIK 0002106977
Portfolio Value $182.2M (Q1 2025) Holdings 28 stocks · $182.2M 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 2024 SLV iShares Silver Trust 843,200 $26.1M Add +7.0% GLD SPDR Gold Shares 71,446 $20.6M Reduce -6.8% IJR iShares Core S&P Small-Cap E 115,800 $12.1M Add +1.3% MSFT Microsoft Corp. 30,010 $11.3M Add +70.5% PPLT Abrdn Physical Platinum SHRS 121,250 $11.1M Add +3.9% EWJ iShares MSCI Japan ETF 153,200 $10.5M Add +1.6% GDXJ Vaneck Junior Gold Miners 164,700 $9.4M Reduce -24.7% XMHQ Invesco S&P Midcap Qual ETF 101,810 $9.3M Add +39.2% FCX Freeport-McMoran Inc. 226,400 $8.6M Add +0.7% PFE Pfizer Inc. 277,900 $7.0M Add +0.5% IBIT iShares Bitcoin Trust ETF 148,660 $7.0M Add +25.9% SILJ Amplify Junior Silver Miners 498,500 $6.0M Add +83.7% KWEB Kranesh Csi China Internet 169,500 $5.9M Add +0.3% AA Alcoa Corp. 155,050 $4.7M New GOOGL Alphabet Inc. Class A 29,810 $4.6M Add +4.3% AIG American International Group 51,200 $4.5M Add +1.1% URNM Sprott Uranium Miners ETF 131,500 $4.3M Reduce -13.7% MU Micron Technology Inc. 48,410 $4.2M No change OIH Vaneck Oil Services ETF 15,450 $4.1M Add +0.8% ETHA iShares Ethereum Trust ETF 199,100 $2.8M Add +10.7% UBER Uber Technologies Inc. 35,141 $2.6M Reduce -50.4% ASHR Xtrackers Harvest Csi 300 CH 85,800 $2.3M Add +92.4% GDX Vaneck Gold Miners ETF 28,010 $1.3M Reduce -31.2% BABA Alibaba Group Holding-SP ADR 6,000 $793K Reduce -85.9% NLR Vaneck Urani & Nuclr ETF-Usd 5,200 $381K Reduce -56.7% C Citigroup Inc. 4,840 $344K New TSM Taiwan Semiconductor-SP ADR 2,000 $332K New XLV SS Health Care Select Sector 1,600 $234K New
Options reported separately and not counted above: QQQ puts ($1.4M), FEZ puts ($251K), ASHR calls ($220K), GLD puts ($163K), EWZ calls ($103K).
Portfolio Sells Q4 2024 → Q1 2025 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 2024 % Of Portfolio Change To Portfolio ▲ XLE SS Energy Select Sector Sold out 0.00% −3.53 EQT Eqt Corp. Sold out 0.00% −2.94 EIDO iShares MSCI Indonesia ETF Sold out 0.00% −1.89 BABA Alibaba Group Holding-SP ADR Reduce -85.9% 0.44% −1.52 URNM Sprott Uranium Miners ETF Reduce -13.7% 2.35% −0.98 ICLN iShares Global Clean Energy Sold out 0.00% −0.91 UBER Uber Technologies Inc. Reduce -50.4% 1.41% −0.91 FSLR First Solar Inc. Sold out 0.00% −0.76 NLR Vaneck Urani & Nuclr ETF-Usd Reduce -56.7% 0.21% −0.32 SIL Global X Silver Miners ETF Sold out 0.00% −0.19 SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.06 GDX Vaneck Gold Miners ETF Reduce -31.2% 0.71% −0.04 GDXJ Vaneck Junior Gold Miners Reduce -24.7% 5.17% +0.10 GLD SPDR Gold Shares Reduce -6.8% 11.30% +1.24
Portfolio Buys Q4 2024 → Q1 2025 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 2024 % Of Portfolio Change To Portfolio ▼ SLV iShares Silver Trust Add +7.0% 14.34% +3.09 AA Alcoa Corp. New 2.60% +2.60 MSFT Microsoft Corp. Add +70.5% 6.18% +2.16 SILJ Amplify Junior Silver Miners Add +83.7% 3.32% +1.85 XMHQ Invesco S&P Midcap Qual ETF Add +39.2% 5.11% +1.21 PPLT Abrdn Physical Platinum SHRS Add +3.9% 6.08% +0.82 ASHR Xtrackers Harvest Csi 300 CH Add +92.4% 1.25% +0.61 KWEB Kranesh Csi China Internet Add +0.3% 3.25% +0.57 AIG American International Group Add +1.1% 2.44% +0.44 IBIT iShares Bitcoin Trust ETF Add +25.9% 3.82% +0.42 EWJ iShares MSCI Japan ETF Add +1.6% 5.76% +0.28 C Citigroup Inc. New 0.19% +0.19 TSM Taiwan Semiconductor-SP ADR New 0.18% +0.18 XLV SS Health Care Select Sector New 0.13% +0.13 FCX Freeport-McMoran Inc. Add +0.7% 4.70% +0.06 OIH Vaneck Oil Services ETF Add +0.8% 2.22% −0.03 PFE Pfizer Inc. Add +0.5% 3.86% −0.11 GOOGL Alphabet Inc. Class A Add +4.3% 2.53% −0.40 IJR iShares Core S&P Small-Cap E Add +1.3% 6.65% −0.50 ETHA iShares Ethereum Trust ETF Add +10.7% 1.51% −0.96
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 put New 89,500 $1.4M FEZ State Street SPDR Euro Stoxx put New 193,000 $251K ASHR Xtrackers Harvest Csi 300 CH call New 250,000 $220K SLV iShares Silver Trust call Sold out 175,200 $186Kbefore exit GLD SPDR Gold Shares put New 80,000 $163K EWZ iShares MSCI Brazil ETF call New 270,500 $103K SPY SS SPDR S&P 500 ETF Trust-US put Sold out 3,000 $95Kbefore 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