Osmium Capital Management

Revelation Capital Management as of March 31, 2013

Portfolio Holdings for Revelation Capital Management

Revelation Capital Management holds 13 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Microelectronics (UMC) 34.7 $37M 21M 1.80
Taiwan Semiconductor Mfg (TSM) 15.5 $17M 964k 17.19
Central Fd Cda Ltd cl a 12.0 $13M 661k 19.37
BHP Billiton 8.7 $9.2M 159k 58.06
iShares MSCI Hong Kong Index Fund (EWH) 8.0 $8.6M 432k 19.84
Ryanair Holdings 7.1 $7.6M 182k 41.78
Rio Tinto (RIO) 5.7 $6.1M 130k 47.08
Siliconware Precision Industries 2.1 $2.3M 388k 5.83
Imprimis Pharmaceuticals 1.6 $1.7M 285k 5.90
Advanced Semiconductor Engineering 1.6 $1.7M 407k 4.11
Crossroads Systems 1.2 $1.3M 564k 2.23
iShares MSCI Taiwan Index 0.9 $934k 70k 13.34
Comstock Mining Inc cs 0.9 $930k 463k 2.01