Baymount Management LP — Q2 2021 13F Holdings

Name: Baymount Management LP — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001803679

Total reported value

—

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SLV	Ishares Silver Trust	ETF-Commodities	48.05%	—	—
2	SMH	Vaneck Semiconductor ETF	ETF-Other	48.02%	—	—
3	ALB	Albemarle CORP	Stock-Materials	3.93%	—	—

Position changes disclosed by Baymount Management LP for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ALB	Albemarle CORP	+1.2%	—	Unchanged
2	EWZ	Ishares Msci Brazil ETF	—	EXIT	Sold out
3	SLV	Ishares Silver Trust	—	NEW	New buy
4	SMH	Vaneck Semiconductor ETF	—	NEW	New buy
5	XLE	Ss Energy Select Sector	—	EXIT	Sold out
6	MU	Micron Technology INC	—	EXIT	Sold out
7	EWW	Ishares Msci Mexico ETF	—	EXIT	Sold out
8	PSLV	Sprott Physical Silver Trust	—	EXIT	Sold out