Electrum Group LLC

Managed by Electrum Group Llc • Latest filing Q4 2025

Portfolio value

$1.1B

Q4 2025

Filings

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

—

Implied from 13F holdings

Top holdings

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	N NG —	$865.9M	92.90M	0.00%	—
2	T TMQ —	$136.2M	31.60M	0.00%	—
3	T THM —	$53.5M	28.77M	0.00%	—
4	? N/A —	$29.1M	1.05M	0.00%	—
5	G GLPGF —	$28.6M

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1.NG

—

Value

$865.9M

92.90M

% Port

0.00%

2.TMQ

—

Value

$136.2M

31.60M

% Port

0.00%

3.THM

—

Value

$53.5M

28.77M

% Port

0.00%

4.N/A

—

Value

$29.1M

1.05M

% Port

0.00%

5.GLPGF

—

Value

$28.6M

342.0K

% Port

0.00%

6.HL-PB

—

Value

$12.6M

655.3K

% Port

0.00%

7.PAASF

—

Value

$11.2M

216.1K

% Port

0.00%

8.CDE

—

Value

$8.6M

481.3K

% Port

0.00%

9.DC

—

Value

$1.3M

360.8K

% Port

0.00%