Baymount Management LP — Q3 2020 13F Holdings

Name: Baymount Management LP — 13F Holdings, Q3 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001803679

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	GDX	Vaneck Gold Miners ETF	ETF-Commodities	21.04%	—	+32.76%
2	EWZ	Ishares Msci Brazil ETF	ETF-Other	19.30%	—	—
3	GDXJ	Vaneck Junior Gold Miners	ETF-Commodities	15.45%	—	—
4	SIXEUR	Six Flags Entertainment CORP	Stock-Other	8.50%	—	—
5	ITB	Ishares U.s. Home Constructi	ETF-Other	7.91%	—	—
6	XBI	Ss Spdr S&p Biotech ETF	ETF-Tech	7.78%	—	—
7	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	7.69%	—	-68.44%
8	SMH	Vaneck Semiconductor ETF	ETF-Other	7.29%	—	-68.75%
9	TECK	Teck Resources Ltd-cls B	Stock-Materials	5.05%	—	—

Position changes disclosed by Baymount Management LP for the quarter ending Q3 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GDX	Vaneck Gold Miners ETF	+11.8%	+32.76%	Add
2	ITB	Ishares U.s. Home Constructi	+4.1%	—	Unchanged
3	XBI	Ss Spdr S&p Biotech ETF	+2.9%	—	Unchanged
4	TECK	Teck Resources Ltd-cls B	+2.7%	—	Unchanged
5	SMH	Vaneck Semiconductor ETF	-5.4%	-68.75%	Trim
6	EEM	Ishares Msci Emerging Market	-6%	-68.44%	Trim
7	BABA	Alibaba Group Holding-sp Adr	—	EXIT	Sold out
8	EWZ	Ishares Msci Brazil ETF	—	NEW	New buy
9	XLF	Ss Financial Select Sector	—	EXIT	Sold out
10	GDXJ	Vaneck Junior Gold Miners	—	NEW	New buy
11	ASHR	Xtrackers Harvest Csi 300 Ch	—	EXIT	Sold out
12	SIXEUR	Six Flags Entertainment CORP	—	NEW	New buy
13	PYPL	Paypal Holdings INC	—	EXIT	Sold out
14	SLV	Ishares Silver Trust	—	EXIT	Sold out
15	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	Sold out
16	EWW	Ishares Msci Mexico ETF	—	EXIT	Sold out
17	ALB	Albemarle CORP	—	EXIT	Sold out
18	JETS	US Global Jets ETF	—	EXIT	Sold out
19	TWTRUSD	Twitter INC	—	EXIT	Sold out