Crocodile Capital Partners GmbH
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Crocodile Capital Partners GmbH reported 7 stock positions worth $62.8 million. Its top holding was Alpha Metallurgical Resource (AMR) at 49.5% of the portfolio, followed by Microsoft (MSFT, 17.8%) and T-Mobile US (TMUS, 13.7%). Compared with Q1 2024, it reduced 1. The biggest sale was Shell PLC-ADR (SHEL, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- URSENSOLLEN, 2M
- CIK
- 0001956498
- Portfolio Value
- $62.8M (Q2 2024)
- SEC Filing
- 0001085146-24-002908 ↗ filed Jul 12, 2024
Holdings Value
Holdings 7 stocks · $62.8M
| AMR Alpha Metallurgical Resource | 49.50% | 110,859 | $31.1M | No change |
| MSFT Microsoft Corp. | 17.79% | 25,000 | $11.2M | No change |
| TMUS T-Mobile US Inc. | 13.74% | 49,014 | $8.6M | No change |
| NEM Newmont Corp. | 6.80% | 102,055 | $4.3M | No change |
| SHEL Shell PLC-ADR | 5.46% | 47,546 | $3.4M | Reduce -64.9% |
| BNTX Biontech SE-ADR | 3.78% | 29,586 | $2.4M | No change |
| B Barrick Gold Corp. | 2.92% | 110,000 | $1.8M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| SHEL Shell PLC-ADR | Reduce -64.9% | 5.46% | −7.05 |
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $147.0M | UBS, AMR, IBKR, CRESY, AMZN |
| Q1 2026 | 12 | $139.8M | UBS, AMR, IBKR, AMZN, CRESY |
| Q4 2025 | 15 | $167.3M | UBS, AMR, GDX, IBKR, AMZN |
| Q3 2025 | 12 | $122.9M | B, UBS, GDX, NEM, BNTX |
| Q2 2025 | 11 | $59.5M | UBS, GDX, NEM, BNTX, YPF |
| Q1 2025 | 12 | $70.7M | B, UBS, NEM, GDX, BNTX |
| Q4 2024 | 10 | $35.9M | B, NEM, BNTX, SHEL, CRESY |
| Q3 2024 | 7 | $70.9M | AMR, B, MSFT, TMUS, NEM |
| Q2 2024 | 7 | $62.8M | AMR, MSFT, TMUS, NEM, SHEL |
| Q1 2024 | 7 | $72.5M | AMR, MSFT, SHEL, TMUS, NEM |