IBKR Portfolio 26W09

Δ	Rank	Prev	Ticker	Company	USD	%
↔	1	1	BMNR	BITMINE IMMERSION TECHNOLOGI	45.8	9.3
↔	2	2	MU*	MICRON TECHNOLOGY INC	41.0	8.4
↔	3	3	5713.T	SUMITOMO METAL MINING CO LTD	16.4	3.3
↔	4	4	8058.T	MITSUBISHI CORP	13.4	2.7
↑	5	6	EQX*	EQUINOX GOLD CORP	13.2	2.7
↓	6	5	NEM*	NEWMONT CORP	13.0	2.6
↑	7	8	CDE*	COEUR MINING INC	10.9	2.2
↑	8	9	PAAS^	PAN AMERICAN SILVER CORP	10.3	2.1
↓	9	7	TSLA	TESLA INC	10.0	2.0
↑	10	11	5020.T	ENEOS HOLDINGS INC	9.6	2.0
↓	11	10	GOOGL	ALPHABET INC-CL A	9.3	1.9
↑	12	15	ALB	ALBEMARLE CORP	8.9	1.8
↔	13	13	RCP.L	RIT CAPITAL PARTNERS PLC	8.9	1.8
↓	14	12	PSH.L	PERSHING SQUARE HOLDINGS LTD	8.7	1.8
↑	15	NR	SVM*	SILVERCORP METALS INC	8.4	1.7
↓	16	14	SMT.L	SCOTTISH MORTGAGE INV TR PLC	8.3	1.7
↓	17	16	VB	VANGUARD SMALL-CAP ETF	8.3	1.7
↔	18	18	BHP.AX	BHP GROUP LTD	7.9	1.6
↑	19	NR	PLTR	PALANTIR TECHNOLOGIES INC-A	7.8	1.6
↑	20	NR	ADBE	ADOBE INC	7.4	1.5

Covered calls :
* Fully covered
^ Partially covered

Entered :

Increased :

OKTA	OKTA INC	Software – Infrastructure	Technology
ZS	ZSCALER INC	Software – Infrastructure	Technology
NET	CLOUDFLARE INC – CLASS A	Software – Infrastructure	Technology
APO	APOLLO GLOBAL MANAGEMENT INC	Asset Management	Financial Services
DT	DYNATRACE INC	Software – Application	Technology
AMZN	AMAZON.COM INC	Internet Retail	Consumer Cyclical
ADBE	ADOBE INC	Software – Application	Technology
PGHN.SW	PARTNERS GROUP HOLDING AG	Asset Management	Financial Services

Decreased :

None.

Exited :

Comments