In its 13F for Q2 2025 (holdings as of June 30, 2025, filed March 2, 2026), Corecam Pte. Ltd. reported 32 stock positions worth $177.6 million . Its top holding was iShares Silver Trust (SLV) at 12.9% of the portfolio, followed by SPDR Gold Shares (GLD, 12.3% ) and Vaneck Junior Gold Miners (GDXJ, 6.4% ). Compared with Q1 2025, it opened 6 new positions, sold out of 2, added to 5 and reduced 20. The biggest buy was a new position in iShares MSCI Brazil ETF (EWZ) and the biggest sale Microsoft (MSFT, shares −93% ).
Location SINGAPORE, U0
CIK 0002106977
Portfolio Value $177.6M (Q2 2025) Holdings 32 stocks · $177.6M 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 2025 SLV iShares Silver Trust 697,000 $22.9M Reduce -17.3% GLD SPDR Gold Shares 71,406 $21.8M Reduce -0.1% GDXJ Vaneck Junior Gold Miners 167,480 $11.3M Add +1.7% EWJ iShares MSCI Japan ETF 134,500 $10.1M Reduce -12.2% XMHQ Invesco S&P Midcap Qual ETF 98,930 $9.7M Reduce -2.8% FCX Freeport-McMoran Inc. 220,750 $9.6M Reduce -2.5% IBIT iShares Bitcoin Trust ETF 144,310 $8.8M Reduce -2.9% URNM Sprott Uranium Miners ETF 178,050 $8.5M Add +35.4% IJR iShares Core S&P Small-Cap E 75,600 $8.3M Reduce -34.7% PPLT Abrdn Physical Platinum SHRS 64,870 $8.0M Reduce -46.5% SILJ Amplify Junior Silver Miners 488,900 $7.2M Reduce -1.9% PFE Pfizer Inc. 271,200 $6.6M Reduce -2.4% EWZ iShares MSCI Brazil ETF 177,600 $5.1M New GOOGL Alphabet Inc. Class A 29,010 $5.1M Reduce -2.7% ETHA iShares Ethereum Trust ETF 260,700 $5.0M Add +30.9% AA Alcoa Corp. 151,950 $4.5M Reduce -2.0% AIG American International Group 50,350 $4.3M Reduce -1.7% NLR Vaneck Urani & Nuclr ETF-Usd 32,150 $3.6M Add +518.3% CHIQ Global X MSCI China Consumer 167,700 $3.5M New OIH Vaneck Oil Services ETF 15,030 $3.5M Reduce -2.7% UBER Uber Technologies Inc. 34,841 $3.3M Reduce -0.8% GDX Vaneck Gold Miners ETF 32,710 $1.7M Add +16.8% AAPL Apple Inc. 6,000 $1.2M New MSFT Microsoft Corp. 2,000 $995K Reduce -93.3% ASHR Xtrackers Harvest Csi 300 CH 22,800 $628K Reduce -73.4% BABA Alibaba Group Holding-SP ADR 4,900 $556K Reduce -18.3% TSM Taiwan Semiconductor-SP ADR 2,000 $453K No change C Citigroup Inc. 4,829 $411K Reduce -0.2% KWEB Kranesh Csi China Internet 10,500 $360K Reduce -93.8% MP MP Materials Corp. 9,788 $326K New COF Capital One Financial Corp. 971 $207K New PBR Petroleo Brasileiro-Spon ADR 12,111 $152K New
Options reported separately and not counted above: EWZ calls ($886K), IBIT calls ($71K), ASHR calls ($68K), FEZ puts ($67K), AMR calls ($1K).
Portfolio Sells Q1 2025 → Q2 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 Q1 2025 % Of Portfolio Change To Portfolio ▲ MSFT Microsoft Corp. Reduce -93.3% 0.56% −5.62 KWEB Kranesh Csi China Internet Reduce -93.8% 0.20% −3.04 MU Micron Technology Inc. Sold out 0.00% −2.31 IJR iShares Core S&P Small-Cap E Reduce -34.7% 4.65% −1.99 PPLT Abrdn Physical Platinum SHRS Reduce -46.5% 4.49% −1.59 SLV iShares Silver Trust Reduce -17.3% 12.88% −1.46 ASHR Xtrackers Harvest Csi 300 CH Reduce -73.4% 0.35% −0.90 OIH Vaneck Oil Services ETF Reduce -2.7% 1.95% −0.28 PFE Pfizer Inc. Reduce -2.4% 3.70% −0.16 XLV SS Health Care Select Sector Sold out 0.00% −0.13 BABA Alibaba Group Holding-SP ADR Reduce -18.3% 0.31% −0.12 EWJ iShares MSCI Japan ETF Reduce -12.2% 5.68% −0.09 AA Alcoa Corp. Reduce -2.0% 2.53% −0.07 AIG American International Group Reduce -1.7% 2.43% −0.02 C Citigroup Inc. Reduce -0.2% 0.23% +0.04 GOOGL Alphabet Inc. Class A Reduce -2.7% 2.88% +0.35 XMHQ Invesco S&P Midcap Qual ETF Reduce -2.8% 5.47% +0.36 UBER Uber Technologies Inc. Reduce -0.8% 1.83% +0.43 FCX Freeport-McMoran Inc. Reduce -2.5% 5.39% +0.69 SILJ Amplify Junior Silver Miners Reduce -1.9% 4.07% +0.76 GLD SPDR Gold Shares Reduce -0.1% 12.26% +0.96 IBIT iShares Bitcoin Trust ETF Reduce -2.9% 4.97% +1.16
Portfolio Buys Q1 2025 → Q2 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 Q1 2025 % Of Portfolio Change To Portfolio ▼ EWZ iShares MSCI Brazil ETF New 2.89% +2.89 URNM Sprott Uranium Miners ETF Add +35.4% 4.80% +2.46 CHIQ Global X MSCI China Consumer New 1.99% +1.99 NLR Vaneck Urani & Nuclr ETF-Usd Add +518.3% 2.01% +1.80 ETHA iShares Ethereum Trust ETF Add +30.9% 2.80% +1.29 GDXJ Vaneck Junior Gold Miners Add +1.7% 6.37% +1.21 AAPL Apple Inc. New 0.69% +0.69 GDX Vaneck Gold Miners ETF Add +16.8% 0.96% +0.25 MP MP Materials Corp. New 0.18% +0.18 COF Capital One Financial Corp. New 0.12% +0.12 PBR Petroleo Brasileiro-Spon ADR New 0.09% +0.09
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 put Sold out 89,500 $1.4Mbefore exit GLD SPDR Gold Shares put Sold out 80,000 $163Kbefore exit IBIT iShares Bitcoin Trust ETF call New 20,000 $71K FEZ State Street SPDR Euro Stoxx put Add +26.4% 244,000 $67K AMR Alpha Metallurgical Resource call New 23,000 $1K
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