Snapshot 2026-10-23. Δ shares and Δ active pp vs Thu Oct 22. All positions, not a top-20 excerpt. Swipe for every column. Unknown and catch-up changes show —; estimates are labelled.
| Position | Shares | Δ shares | Market value | Weight | Δ active pp |
|---|---|---|---|---|---|
TSLA equity · Tesla Inc | 24,024 | 0 | $8,998,910 | 9.148% | +0.000 |
BHP equity · BHP Group Ltd | 180,286 | 0 | $7,229,917 | 7.350% | +0.000 |
FCX equity · Freeport-McMoRan Inc | 99,628 | 0 | $6,434,973 | 6.542% | +0.000 |
BE equity · Bloom Energy Corp | 21,006 | 0 | $4,574,477 | 4.650% | +0.000 |
300750 C2 equity · Contemporary Amperex Technology Co Ltd | 136,558 | 0 | $4,510,696 | 4.585% | 0.000 |
1211 equity · BYD Co Ltd | 519,108 | 0 | $4,464,562 | 4.539% | 0.000 |
GMEXICOB MM equity · Grupo Mexico SAB de CV | 270,812.015 | 0 | $3,356,659 | 3.412% | 0.000 |
6762 equity · TDK Corp | 167,055 | 0 | $2,961,122 | 3.010% | 0.000 |
006400 KS equity · Samsung SDI Co Ltd | 7,211 | 0 | $2,789,176 | 2.835% | 0.000 |
TECK equity · Teck Resources Ltd | 44,491 | 0 | $2,620,520 | 2.664% | +0.000 |
373220 KS equity · LG Energy Solution Ltd | 7,526 | 0 | $2,217,376 | 2.254% | 0.000 |
FM equity · First Quantum Minerals Ltd | 76,731 | 0 | $1,867,000 | 1.898% | +0.000 |
4004 equity · Resonac Holdings Corp | 22,149 | 0 | $1,832,042 | 1.862% | 0.000 |
S32 equity · South32 Ltd | 589,038 | 0 | $1,802,756 | 1.833% | +0.000 |
5713 equity · Sumitomo Metal Mining Co Ltd | 34,215 | 0 | $1,765,443 | 1.795% | 0.000 |
LUN equity · Lundin Mining Corp | 80,256 | 0 | $1,690,414 | 1.718% | +0.000 |
ANTO equity · Antofagasta PLC | 39,458 | 0 | $1,599,363 | 1.626% | +0.000 |
ALB equity · Albemarle Corp | 16,316 | 0 | $1,509,883 | 1.535% | 0.000 |
HBM equity · Hudbay Minerals Inc | 68,267 | 0 | $1,494,365 | 1.519% | 0.000 |
SFR equity · Sandfire Resources Ltd | 104,253 | 0 | $1,450,438 | 1.474% | 0.000 |
RIVN equity · Rivian Automotive Inc | 119,531 | 0 | $1,441,544 | 1.465% | 0.000 |
247540 KS equity · Ecopro BM Co Ltd | 19,089 | 0 | $1,416,136 | 1.440% | 0.000 |
SQM equity · Sociedad Quimica y Minera de Chile SA | 24,549 | 0 | $1,383,827 | 1.407% | 0.000 |
ENS equity · EnerSys | 8,003 | 0 | $1,349,866 | 1.372% | 0.000 |
600362 C1 equity · Jiangxi Copper Co Ltd | 247,527 | 0 | $1,345,814 | 1.368% | 0.000 |
2015 equity · Li Auto Inc | 229,877 | 0 | $1,272,466 | 1.294% | 0.000 |
601168 C1 equity · Western Mining Co Ltd | 271,048 | 0 | $1,252,319 | 1.273% | 0.000 |
603799 C1 equity · Zhejiang Huayou Cobalt Co Ltd | 267,908 | 0 | $1,245,038 | 1.266% | 0.000 |
MP equity · MP Materials Corp | 31,796 | 0 | $1,226,054 | 1.246% | 0.000 |
600066 C1 equity · Yutong Bus Co Ltd | 284,358 | 0 | $1,168,924 | 1.188% | 0.000 |
002709 C2 equity · Guangzhou Tinci Materials Technology Co Ltd | 298,311 | 0 | $1,157,882 | 1.177% | 0.000 |
CS equity · Capstone Copper Corp | 141,951 | 0 | $1,131,717 | 1.150% | 0.000 |
MIN equity · Mineral Resources Ltd | 36,340 | 0 | $1,128,769 | 1.147% | 0.000 |
PLS equity · PLS Group Ltd | 550,933 | 0 | $1,102,175 | 1.120% | 0.000 |
NIO equity · NIO Inc | 330,169 | 0 | $1,092,859 | 1.111% | 0.000 |
UMI equity · Umicore SA | 53,856 | 0 | $1,080,745 | 1.099% | 0.000 |
1208 equity · MMG Ltd | 1,204,707 | 0 | $1,078,376 | 1.096% | 0.000 |
600549 C1 equity · Xiamen Tungsten Co Ltd | 195,232 | 0 | $1,041,588 | 1.059% | 0.000 |
6680 equity · JL Mag Rare-Earth Co Ltd | 579,742 | 0 | $1,038,635 | 1.056% | 0.000 |
1258 equity · China Nonferrous Mining Corp Ltd | 634,246 | 0 | $1,025,405 | 1.042% | 0.000 |
9863 equity · Zhejiang Leapmotor Technology Co Ltd | 236,523 | 0 | $1,008,651 | 1.025% | 0.000 |
9696 equity · Tianqi Lithium Corp | 333,948 | 0 | $966,458 | 0.982% | 0.000 |
VFS equity · Vinfast Auto Ltd | 323,963 | 0 | $958,930 | 0.975% | 0.000 |
NCKL equity · Trimegah Bangun Persada Tbk PT | 21,923,453 | 0 | $953,458 | 0.969% | 0.000 |
IGO equity · IGO LTD | 255,764 | 0 | $924,600 | 0.940% | 0.000 |
1585 equity · Yadea Group Holdings Ltd | 869,665 | 0 | $888,330 | 0.903% | 0.000 |
1772 equity · Ganfeng Lithium Group Co Ltd | 310,028 | 0 | $860,046 | 0.874% | 0.000 |
2579 equity · CNGR Advanced Material Co Ltd | 371,962 | 0 | $801,184 | 0.814% | 0.000 |
MBMA equity · Merdeka Battery Materials Tbk PT | 38,829,064 | 0 | $778,732 | 0.792% | 0.000 |
6656 equity · Sigenergy Technology Co Ltd | 30,280 | 0 | $764,264 | 0.777% | 0.000 |
AGPXX cash · Invesco Government & Agency Portfolio 12/31/2031 | 222,661.38 | -288,974.84 | $222,661 | 0.226% | 0.000 |
Cash&Other cash · Cash & Other | 79,664.85 | +252,484.1 | $79,665 | 0.081% | 0.000 |
CNY cash · CHINESE YUAN | 87,169 | +222,391.84 | $13,063 | 0.013% | +0.034 |
IDR cash · INDONESIAN RUPIAH | -0.2 | 0 | $0 | 0.000% | 0.000 |
MNOD LI equity · GMK Norilskiy Nickel PAO | 182,937 | 0 | $0 | 0.000% | 0.000 |
None this window — no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction — accumulating (green) or distributing (red). The clearest read on where conviction is building.