Corecam Pte. Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Corecam Pte. Ltd. reported 65 stock positions worth $230.7 million. Its top holding was SPDR Gold Shares (GLD) at 17.9% of the portfolio, followed by iShares MSCI Brazil ETF (EWZ, 8.5%) and Abrdn Physical Platinum SHRS (PPLT, 5.5%). Compared with Q4 2025, it opened 28 new positions, sold out of 11, added to 23 and reduced 9. The biggest buy was iShares MSCI Brazil ETF (EWZ, shares +161%) and the biggest sale an exit from Range Resources (RRC).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002106977
Portfolio Value
$230.7M (Q1 2026)
SEC Filing
0002106977-26-000011 ↗ filed Apr 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $108.2M Q1 2024 Q2 2024: $133.7M Q2 2024 Q3 2024: $152.8M Q3 2024 Q4 2024: $184.4M Q4 2024 Q1 2025: $182.2M Q1 2025 Q2 2025: $177.6M Q2 2025 Q3 2025: $187.5M Q3 2025 Q4 2025: $188.4M Q4 2025 Q1 2026: $230.7M $230.7M Q1 2026 Q2 2026: $264.1M Q2 2026

Holdings 65 stocks · $230.7M
GLD SPDR Gold Shares 17.92% 96,100 $41.4M Add +59.1%
EWZ iShares MSCI Brazil ETF 8.53% 512,460 $19.7M Add +161.4%
PPLT Abrdn Physical Platinum SHRS 5.54% 71,749 $12.8M Add +53.0%
SILJ Amplify Junior Silver Miners 5.31% 412,500 $12.3M Add +99.3%
SLV iShares Silver Trust 4.97% 168,170 $11.5M Reduce -35.4%
XMHQ Invesco S&P Midcap Qual ETF 4.88% 108,920 $11.3M Reduce -15.9%
IJR iShares Core S&P Small-Cap E 4.78% 88,730 $11.0M Reduce -11.6%
MSFT Microsoft Corp. 4.71% 29,330 $10.9M Add +288.7%
URNM Sprott Uranium Miners ETF 4.28% 156,625 $9.9M Add +41.5%
PFE Pfizer Inc. 3.60% 295,930 $8.3M Add +2.2%
IBIT iShares Bitcoin Trust ETF 3.39% 203,500 $7.8M Add +12.3%
ILF iShares Latin America 40 ETF 3.11% 202,060 $7.2M Add +2.2%
FCG First Trust Natural Gas ETF 3.03% 220,606 $7.0M Add +944.7%
COPX Global X Copper Miners ETF 2.36% 71,300 $5.4M New
EWJ iShares MSCI Japan ETF 2.22% 60,550 $5.1M Add +4.5%
MOO Vaneck Agribusiness ETF 2.02% 55,240 $4.7M Add +659.8%
FCX Freeport-McMoran Inc. 1.97% 77,350 $4.5M Reduce -54.5%
BIDU Baidu Inc. - Spon ADR 1.92% 39,803 $4.4M New
GDXJ Vaneck Junior Gold Miners 1.85% 35,480 $4.3M Reduce -45.8%
SHY iShares 1-3 Year Treasury Bo 1.66% 46,269 $3.8M No change
CHIQ Global X MSCI China Consumer 1.60% 185,900 $3.7M Add +4.3%
NICE Nice Ltd. - Spon ADR 1.53% 32,050 $3.5M Add +2.7%
AMZN Amazon.com Inc. 1.41% 15,640 $3.3M Add +3.4%
ETHA iShares Ethereum Trust ETF 0.97% 140,700 $2.2M Add +1.8%
MRCY Mercury Systems Inc. 0.41% 13,129 $957K Add +198.7%
RDW Redwire Corp. 0.38% 104,212 $886K Add +174.8%
RKLB Rocket Lab Corp. 0.38% 13,668 $878K Add +228.0%
ASEA Global X Ftse Southeast Asia 0.35% 41,570 $808K Reduce -5.7%
GLDM SPDR Gold Minishares Trust 0.33% 8,240 $764K Add +93.0%
GDX Vaneck Gold Miners ETF 0.33% 8,240 $756K Reduce -26.7%
ASHR Xtrackers Harvest Csi 300 CH 0.32% 22,800 $744K No change
XOP SS SPDR S&P Og Exp & Prod 0.28% 3,558 $647K New
PICK iShares MSCI Global Metals & 0.26% 10,460 $592K Reduce -1.8%
BABA Alibaba Group Holding-SP ADR 0.25% 4,600 $577K Add +100.0%
KWEB Kranesh Csi China Internet 0.20% 16,300 $463K No change
C Citigroup Inc. 0.16% 3,220 $365K Reduce -5.0%
IRDM Iridium Communications Inc. 0.14% 12,026 $334K New
IXC iShares Global Energy ETF 0.14% 5,420 $312K No change
RKT Rocket Cos Inc. Class A 0.13% 21,783 $310K Add +31.7%
EQT Eqt Corp. 0.13% 4,730 $301K New
PL Planet Labs PBC 0.13% 10,561 $295K New
VSAT Viasat Inc. 0.12% 5,815 $266K New
NOC Northrop Grumman Corp. 0.11% 374 $255K New
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.11% 3,470 $252K New
LHX L3HARRIS Technologies Inc. 0.11% 731 $252K New
URNJ Sprott Jr Uranium Miners ETF 0.11% 8,321 $244K No change
LUNR Intuitive Machines Inc. 0.10% 12,925 $240K New
COAL Range Global Coal Index ETF filed as EXCHANGE TRADED CONCEPTS TRU 0.10% 8,680 $238K New
XES SS SPDR S&P Og Eqp & Serv 0.10% 2,000 $233K New
HXL Hexcel Corp. 0.10% 2,826 $229K New
MOS The Mosaic Co. 0.10% 8,690 $222K New
CIBR First Trust Nasdaq Cybersecu 0.09% 3,400 $213K New
QUBT Quantum Computing Inc. 0.09% 30,617 $210K New
IONQ Ionq Inc. 0.09% 7,242 $209K New
TXT Textron Inc. 0.09% 2,379 $208K New
RIO Rio Tinto PLC-Spon ADR 0.09% 2,180 $203K New
TSM Taiwan Semiconductor-SP ADR 0.09% 600 $203K New
RGTI Rigetti Computing Inc. 0.09% 14,355 $202K New
VG Venture Global Inc. Class A 0.08% 11,550 $182K New
QBTS D-Wave Quantum Inc. 0.07% 11,792 $170K New
FPI Farmland Partners Inc. 0.07% 13,990 $157K New
LAND Gladstone Land Corp. 0.07% 14,970 $153K New
WRD Weride Inc.-ADR 0.06% 18,188 $147K New
LND Brasilagro-Cia Bra - SPN ADR 0.04% 23,980 $101K New
WOOF Petco Health and Wellness Co. 0.04% 29,540 $82K Add +33.5%

Portfolio Sells Q4 2025 → Q1 2026
RRC Range Resources Corp. Sold out 0.00% −4.27
SLV iShares Silver Trust Reduce -35.4% 4.97% −3.94
AA Alcoa Corp. Sold out 0.00% −2.94
FCX Freeport-McMoran Inc. Reduce -54.5% 1.97% −2.61
XMHQ Invesco S&P Midcap Qual ETF Reduce -15.9% 4.88% −2.16
GDXJ Vaneck Junior Gold Miners Reduce -45.8% 1.85% −2.10
UBER Uber Technologies Inc. Sold out 0.00% −1.64
IJR iShares Core S&P Small-Cap E Reduce -11.6% 4.78% −1.62
EIDO iShares MSCI Indonesia ETF Sold out 0.00% −1.60
ICLN iShares Global Clean Energy Sold out 0.00% −1.38
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.37
GDX Vaneck Gold Miners ETF Reduce -26.7% 0.33% −0.18
TYG Tortoise Energy Infrastruct Sold out 0.00% −0.12
NOTE Fiscalnote Holdings Inc. Sold out 0.00% −0.11
AMR Alpha Metallurgical Resource Sold out 0.00% −0.09
ASEA Global X Ftse Southeast Asia Reduce -5.7% 0.35% −0.08
PBR Petroleo Brasileiro-Spon ADR Sold out 0.00% −0.08
C Citigroup Inc. Reduce -5.0% 0.16% −0.05
PICK iShares MSCI Global Metals & Reduce -1.8% 0.26% −0.03
XLE SS Energy Select Sector Sold out 0.00% −0.01

Portfolio Buys Q4 2025 → Q1 2026
EWZ iShares MSCI Brazil ETF Add +161.4% 8.53% +5.22
GLD SPDR Gold Shares Add +59.1% 17.92% +5.22
MSFT Microsoft Corp. Add +288.7% 4.71% +2.77
FCG First Trust Natural Gas ETF Add +944.7% 3.03% +2.77
COPX Global X Copper Miners ETF New 2.36% +2.36
SILJ Amplify Junior Silver Miners Add +99.3% 5.31% +2.27
BIDU Baidu Inc. - Spon ADR New 1.92% +1.92
MOO Vaneck Agribusiness ETF Add +659.8% 2.02% +1.74
URNM Sprott Uranium Miners ETF Add +41.5% 4.28% +1.04
PPLT Abrdn Physical Platinum SHRS Add +53.0% 5.54% +0.90
XOP SS SPDR S&P Og Exp & Prod New 0.28% +0.28
MRCY Mercury Systems Inc. Add +198.7% 0.41% +0.24
RDW Redwire Corp. Add +174.8% 0.38% +0.23
RKLB Rocket Lab Corp. Add +228.0% 0.38% +0.23
IRDM Iridium Communications Inc. New 0.14% +0.14
GLDM SPDR Gold Minishares Trust Add +93.0% 0.33% +0.14
EQT Eqt Corp. New 0.13% +0.13
PL Planet Labs PBC New 0.13% +0.13
VSAT Viasat Inc. New 0.12% +0.12
NOC Northrop Grumman Corp. New 0.11% +0.11
BHP BHP Group Ltd.-Spon ADR New 0.11% +0.11
LHX L3HARRIS Technologies Inc. New 0.11% +0.11
LUNR Intuitive Machines Inc. New 0.10% +0.10
COAL Range Global Coal Index ETF New 0.10% +0.10
XES SS SPDR S&P Og Eqp & Serv New 0.10% +0.10
HXL Hexcel Corp. New 0.10% +0.10
MOS The Mosaic Co. New 0.10% +0.10
CIBR First Trust Nasdaq Cybersecu New 0.09% +0.09
QUBT Quantum Computing Inc. New 0.09% +0.09
IONQ Ionq Inc. New 0.09% +0.09
TXT Textron Inc. New 0.09% +0.09
RIO Rio Tinto PLC-Spon ADR New 0.09% +0.09
TSM Taiwan Semiconductor-SP ADR New 0.09% +0.09
RGTI Rigetti Computing Inc. New 0.09% +0.09
VG Venture Global Inc. Class A New 0.08% +0.08
QBTS D-Wave Quantum Inc. New 0.07% +0.07
BABA Alibaba Group Holding-SP ADR Add +100.0% 0.25% +0.07
FPI Farmland Partners Inc. New 0.07% +0.07
LAND Gladstone Land Corp. New 0.07% +0.07
WRD Weride Inc.-ADR New 0.06% +0.06
LND Brasilagro-Cia Bra - SPN ADR New 0.04% +0.04
WOOF Petco Health and Wellness Co. Add +33.5% 0.04% +0.00
RKT Rocket Cos Inc. Class A Add +31.7% 0.13% −0.04
ILF iShares Latin America 40 ETF Add +2.2% 3.11% −0.08
PFE Pfizer Inc. Add +2.2% 3.60% −0.23
EWJ iShares MSCI Japan ETF Add +4.5% 2.22% −0.27
NICE Nice Ltd. - Spon ADR Add +2.7% 1.53% −0.34
CHIQ Global X MSCI China Consumer Add +4.3% 1.60% −0.41
AMZN Amazon.com Inc. Add +3.4% 1.41% −0.44
ETHA iShares Ethereum Trust ETF Add +1.8% 0.97% −0.68

Options Activity Q4 2025 → Q1 2026
EWZ iShares MSCI Brazil ETF call Sold out 278,100 $1.4Mbefore exit
AMR Alpha Metallurgical Resource call Sold out 21,300 $730Kbefore exit
SILJ Amplify Junior Silver Miners call Sold out 354,800 $665Kbefore exit
AMZN Amazon.com Inc. call Sold out 28,600 $370Kbefore exit
LYFT LYFT Inc. Class A call Sold out 422,800 $368Kbefore exit
SLB SLB Ltd. call Sold out 159,700 $165Kbefore exit
NTR Nutrien Ltd. call Sold out 104,400 $162Kbefore exit
MT Arcelormittal-NY Registered call Sold out 20,800 $74Kbefore exit
IBIT iShares Bitcoin Trust ETF call Sold out 25,000 $53Kbefore exit
PYPL PayPal Holdings Inc. call Sold out 128,700 $37Kbefore exit
FEZ State Street SPDR Euro Stoxx put Sold out 371,400 $19Kbefore exit
XLE SS Energy Select Sector call Sold out 165,000 $2Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 82$264.1MGLD, EWZ, MSFT, SILJ, XMHQ
Q1 2026 65$230.7MGLD, EWZ, PPLT, SILJ, SLV
Q4 2025 48$188.4MGLD, SLV, XMHQ, IJR, IBIT
Q3 2025 37$187.5MSLV, GLD, XMHQ, IBIT, IJR
Q2 2025 32$177.6MSLV, GLD, GDXJ, EWJ, XMHQ
Q1 2025 28$182.2MSLV, GLD, IJR, MSFT, PPLT
Q4 2024 31$184.4MSLV, GLD, IJR, EWJ, PPLT
Q3 2024 24$152.8MSLV, GLD, GDXJ, EWJ, PPLT
Q2 2024 25$133.7MSLV, GLD, GDXJ, PPLT, EWJ
Q1 2024 20$108.2MGLD, SLV, GDXJ, RSP, KWEB