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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | EQUINOX GOLD CORP | $119.8M | 8282105 | 12.62% |
| 2 | GULFPORT ENERGY CORP | $107.5M | 508217 | 11.33% |
| 3 | AMAZON COM INC | $60.3M | 289300 | 6.35% |
| 4 | BARRICK MNG CORP | $55.6M | 1363284 | 5.86% |
| 5 | VISTA ENERGY S.A.B. DE C.V | $50.6M | 670275 | 5.33% |
| 6 | EXPAND ENERGY CORPORATION | $48.1M | 437900 | 5.07% |
| 7 | EQT CORP | $46.8M | 735967 | 4.94% |
| 8 | ANTERO RESOURCES CORP | $42.1M | 992354 | 4.44% |
| 9 | NEWMONT CORP | $40.4M | 373315 | 4.26% |
| 10 | KASPI KZ JSC | $37.7M | 509147 | 3.97% |
| 11 | ALPHABET INC | $37.6M | 131020 | 3.96% |
| 12 | UBS GROUP AG | $24.2M | 630741 | 2.55% |
| 13 | GRUPO FINANCIERO GALICIA S.A | $22.1M | 473448 | 2.33% |
| 14 | TECK RESOURCES LTD | $21.6M | 416670 | 2.27% |
| 15 | DEUTSCHE BK AG | $20.7M | 711800 | 2.18% |
| 16 | VALE S A | $20.3M | 1273217 | 2.14% |
| 17 | ITAU UNIBANCO HLDG S A | $20.2M | 2408113 | 2.13% |
| 18 | NVIDIA CORPORATION | $19.2M | 110000 | 2.02% |
| 19 | SALESFORCE INC | $18.8M | 100500 | 1.98% |
| 20 | NU HLDGS LTD | $18.7M | 1303621 | 1.97% |
| 21 | VANECK ETF TRUST | $18.7M | 204100 | 1.97% |
| 22 | MERCADOLIBRE INC | $18.7M | 10830 | 1.97% |
| 23 | JPMORGAN CHASE & CO | $18.6M | 63400 | 1.97% |
| 24 | GLOBAL X FDS | $18.4M | 241200 | 1.94% |
| 25 | COMSTOCK RES INC | $17.2M | 813937 | 1.81% |
| 26 | ISHARES SILVER TR | $13.6M | 200000 | 1.44% |
| 27 | ELDORADO GOLD CORP NEW | $10.8M | 315138 | 1.14% |
| 28 | ISHARES INC | $514K | 13300 | 0.05% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.