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CIK: 0001302842
Total reported value
$313.5M
$313.5M
13 檔
21.8%
According to the latest 13F quarterly dataset, Merk Investments LLC managed an equity portfolio of $313.5M at the end of Q1 2024, spanning 13 distinct U.S. exchange-listed positions.
During Q1 2024, Merk Investments LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLA | Orla Mining LTD | Stock-Other | 26.21% | -5.32% | — | |
| 2 | AGI | Alamos Gold Inc-class A | Stock-Materials | 16.45% | -1.08% | — | |
| 3 | ABX | Barrick Gold CORP | Stock-Financials | 12.07% | — | — | |
| 4 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 10.98% | -0.45% | — | |
| 5 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 10.64% | — | — | |
| 6 | AU | AngloGold Ashanti plc | Stock-Materials | 6.81% | — | — | |
| 7 | BTG | B2gold CORP | Stock-Other | 5.82% | -0.07% | — | |
| 8 | SKE | Skeena Resources LTD | Stock-Other | 3.61% | — | — | |
| 9 | ITRG | Integra Resources CORP | Stock-Other | 3.55% | -0.05% | +20.71% | |
| 10 | SBSW | Sibanye-stillwater Ltd-adr | Stock-Other | 1.43% | — | — | |
| 11 | PPTA | Perpetua Resources CORP | Stock-Other | 1.07% | — | — | |
| 12 | MTA | Metalla Royalty & Streaming | Stock-Other | 0.70% | +1.87% | — | |
| 13 | SPMEUR | Americas Gold And Silver Cor | Stock-Other | 0.66% | — | — |
According to official SEC Form 13F filings, Merk Investments LLC reported a total U.S. public equity portfolio value of $313.5M across 13 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ORLA, AGI, ABX) accounted for 21.8% of total reported equity market value during Q1 2024.
During Q1 2024, Merk Investments LLC's top holdings by market value included ORLA (26.2%)、AGI (16.4%)、ABX (12.1%). The largest single position, ORLA, represented 26.2% of total portfolio value.
In Q1 2024, Merk Investments LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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