Crocodile Capital Partners GmbH
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Crocodile Capital Partners GmbH reported 7 stock positions worth $70.9 million. Its top holding was Alpha Metallurgical Resource (AMR) at 34.1% of the portfolio, followed by Barrick Gold (B, 20.8%) and Microsoft (MSFT, 15.2%). Compared with Q2 2024, it added to 1 and reduced 2. The biggest buy was Barrick Gold (B, shares +573%) and the biggest sale Alpha Metallurgical Resource (AMR, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- URSENSOLLEN, 2M
- CIK
- 0001956498
- Portfolio Value
- $70.9M (Q3 2024)
- SEC Filing
- 0001085146-24-005031 ↗ filed Oct 21, 2024
Holdings Value
Holdings 7 stocks · $70.9M
| AMR Alpha Metallurgical Resource | 34.11% | 102,359 | $24.2M | Reduce -7.7% |
| B Barrick Gold Corp. | 20.77% | 740,000 | $14.7M | Add +572.7% |
| MSFT Microsoft Corp. | 15.18% | 25,000 | $10.8M | No change |
| TMUS T-Mobile US Inc. | 14.27% | 49,014 | $10.1M | No change |
| NEM Newmont Corp. | 7.70% | 102,055 | $5.5M | No change |
| BNTX Biontech SE-ADR | 4.96% | 29,586 | $3.5M | No change |
| SHEL Shell PLC-ADR | 3.03% | 32,546 | $2.1M | Reduce -31.6% |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| B Barrick Gold Corp. | Add +572.7% | 20.77% | +17.84 |
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 |