Electrum Group Portfolio holdings
Electrum Group is a precious metals investor founded and led by Thomas Kaplan, a natural resources entrepreneur. It makes strategic investments mainly in precious metals companies and assets, along with some copper, nickel and zinc. Its team has long focused on early stage exploration, and some of its people sit on the boards of companies its funds invest in.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sinda Ltd
SIND
|
+$1.48B |
| 2 |
Sunshine Silver Mining & Refining Company
SSMR
|
+$1.21B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Materials | 98.83% |
| 2 | Miscellaneous | 1.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Sinda Ltd
SIND
$1.88B
| $1.48B | 43.58% |
+122,953,908
| New | +$1.48B |
2026 Q2
0 quarters
|
|
|
2
Sunshine Silver Mining & Refining Company
SSMR
$1.87B
| $1.13B | 33.33% |
+85,364,838
| New | +$1.21B |
2026 Q2
0 quarters
|
|
3
NovaGold Resources
NG
$2.47B
| $555M | 16.38% |
92,902,813
| – | – |
2025 Q4
2 quarters
|
|
4
Trilogy Metals
TMQ
$352M
| $111M | 3.28% |
31,604,741
| – | – |
2025 Q4
2 quarters
|
|
5
International Tower Hill Mines
THM
$343M
| $63.5M | 1.88% |
31,918,825
| – | – |
2025 Q4
2 quarters
|
|
6
Amplify Junior Silver Miners ETF
SILJ
$2.94B
| $20.2M | 0.6% |
777,615
| – | – |
2025 Q4
2 quarters
|
|
7
Global X Silver Miners ETF NEW
SIL
$3.71B
| $19.4M | 0.57% |
251,009
| – | – |
2025 Q4
2 quarters
|
|
8
Hecla Mining
HL
$8.8B
| $5.5M | 0.16% |
356,251
| – | – |
2025 Q4
2 quarters
|
|
9
Pan American Silver
PAAS
$15.5B
| $4.13M | 0.12% |
92,130
| – | – |
2025 Q4
2 quarters
|
|
10
Coeur Mining
CDE
$14.3B
| $3.27M | 0.1% |
200,315
| – | – |
2025 Q4
2 quarters
|
|
Similar funds
Electrum Group's Q2 2026 Portfolio in Review
As of Q2 2026, Electrum Group held 10 positions worth $3.39B, up 213% from $1.08B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Electrum Group deployed $2.68B of net new capital in Q2 2026, opening 2 new positions. Its largest new stake was Sinda Ltd: 122,953,908 shares worth $1.48B.
By sector, the portfolio is most concentrated in Materials at 99% of assets, up from 96% a quarter earlier, followed by Miscellaneous.
- Electrum Group's largest Q2 2026 buy was Sinda Ltd: 122,953,908 shares worth $1.48B.
- Electrum Group's ten largest holdings make up 100% of its $3.39B portfolio in Q2 2026.
- Electrum Group opened 2 new positions and closed 0 in Q2 2026.
- Electrum Group's portfolio value rose 213% quarter-over-quarter to $3.39B.
Based on Electrum Group's 13F filing for Q2 2026, filed 10 Aug 2026.