Stenham Asset Management as of June 30, 2026
Portfolio Holdings for Stenham Asset Management
Stenham Asset Management holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 84.9 | $119M | 322k | 368.38 | |
| Northern Dynasty Minerals Lt Com New (NAK) | 2.8 | $3.9M | 2.0M | 1.92 | |
| York Space Systems (YSS) | 2.0 | $2.7M | 111k | 24.62 | |
| Ishares Tr Cybersecurity (IHAK) | 1.4 | $2.0M | 33k | 60.71 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.4 | $1.9M | 4.0k | 477.57 | |
| Sandisk Corp (SNDK) | 1.2 | $1.6M | 710.00 | 2273.73 | |
| HudBay Minerals (HBM) | 1.1 | $1.5M | 66k | 23.61 | |
| Ishares Silver Tr Ishares (SLV) | 1.1 | $1.5M | 28k | 53.47 | |
| Amazon (AMZN) | 0.8 | $1.1M | 4.7k | 238.34 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.1M | 2.2k | 500.39 | |
| Tko Group Holdings Cl A (TKO) | 0.8 | $1.1M | 5.3k | 201.31 | |
| MGM Resorts International. (MGM) | 0.7 | $1.0M | 21k | 47.81 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.4 | $604k | 15k | 40.23 | |
| Core Scientific (CORZ) | 0.4 | $522k | 20k | 25.59 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.4 | $511k | 7.4k | 69.08 |
