Electrum Group LLC holds a concentrated book of 10 stocks worth $3.4B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Sinda Ltd. Their largest long position is Sinda Ltd at 44% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Electrum Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 8 / 10 | $637.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 / 10 | $568.5M |
| JANE STREET GROUP, LLC | 8 / 10 | $499.6M |
| TWO SIGMA INVESTMENTS, LP | 8 / 10 | $365.5M |
| Ken Griffin | 8 / 10 | $329.1M |
| UBS Group AG | 8 / 10 | $274.4M |
| BANK OF AMERICA CORP /DE/ | 8 / 10 | $270.9M |
| ROYAL BANK OF CANADA | 8 / 10 | $245.0M |
Ranked by how many of Electrum Group LLC's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sinda Ltd COMMON STOCK | $1.5B | 122.95M | 43.6% | ▲New New position | |
| 2 | Sunshine Silver MNG & Refng COMMON STOCK | $1.1B | 85.36M | 33.3% | ▲New New position | |
| 3 | Novagold Resources Inc COM NEW | $554.6M | 92.90M | 16.4% | —Held | |
| 4 | Trilogy Metals Inc New COM | $110.9M | 31.60M | 3.3% | —Held | |
| 5 | International Tower Hill Min COM | $63.5M | 31.92M | 1.9% | —Held | |
| 6 | Amplify ETF TR JR SILV MINE ETF | $20.2M | 777.6K | 0.6% | —Held | |
| 7 | Global X FDS GLOBAL X SILVER | $19.4M | 251.0K | 0.6% | —Held | |
| 8 | Hecla Mining Company COM | $5.5M | 356.3K | 0.2% | —Held | |
| 9 | Pan Amern Silver Corp COM | $4.1M | 92.1K | 0.1% | —Held | |
| 10 | Coeur MNG Inc COM NEW | $3.3M | 200.3K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1565641/holdings"
Use Arkolith to show Electrum Group LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.