Fund HoldingsGMT CAPITAL CORP

Total Portfolio Value
$1.88B
Total Bought
$387.98M
Total Sold
$564.48M
Net Transaction
-$176.51M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CRACKER BARREL OLD CTRY STOR(CBRL)02,028,600+2,028,600078,7504.18%+78,750
MOSAIC CO NEW(MOS)01,747,900+1,747,900047,2112.51%+47,211
MGM RESORTS INTERNATIONAL(MGM)01,236,700+1,236,700036,6561.95%+36,656
AKAMAI TECHNOLOGIES INC(AKAM)0343,300+343,300027,6361.47%+27,636
ALIBABA GROUP HLDG LTD(BABA)767,400691,000-76,40065,06891,3714.85%+26,303
ALAMOS GOLD INC NEW3,527,7753,318,575-209,20065,05188,6574.71%+23,606
JAZZ PHARMACEUTICALS PLC(JAZZ)508,800672,900+164,10062,65983,5414.43%+20,882
BAIDU INC413,127591,427+178,30034,83154,4292.89%+19,598
KYNDRYL HLDGS INC(KD)2,973,5603,691,860+718,300102,885115,9246.15%+13,039
CRESUD S A C I F Y A01,026,395+1,026,395011,3420.60%+11,342
ITAU UNIBANCO HLDG S A(ITUB)5,669,5007,084,030+1,414,53028,12138,9622.07%+10,841
GLOBAL PMTS INC(GPN)0108,200+108,200010,5950.56%+10,595
UBER TECHNOLOGIES INC(UBER)1,165,5001,103,600-61,90070,30380,4084.27%+10,105
TRIPADVISOR INC(TRIP)0570,300+570,30008,0810.43%+8,081
ERO COPPER CORP(ERO)5,638,9256,931,025+1,292,10075,98683,9384.46%+7,952
NUTRIEN LTD(NTR)0127,200+127,20006,3180.34%+6,318
RIOT PLATFORMS INC(RIOT)0783,900+783,90005,5810.30%+5,581
AMC ENTMT HLDGS INC(AMC)01,816,151+1,816,15105,2120.28%+5,212
CLOVER HEALTH INVESTMENTS CO(CLOV)01,305,200+1,305,20004,6860.25%+4,686
INTEGRA RES CORP15,734,73813,886,807-1,847,93113,56617,2710.92%+3,705
UNDER ARMOUR INC(UA)0617,898+617,89803,6760.20%+3,676
UNDER ARMOUR INC(UA)0435,780+435,78002,7240.14%+2,724
WOLFSPEED INC(WOLF)0847,548+847,54802,5930.14%+2,593
QUANTUMSCAPE CORP(QS)0482,200+482,20002,0060.11%+2,006
MICROVISION INC DEL01,043,100+1,043,10001,2930.07%+1,293
CHARGEPOINT HOLDINGS INC02,025,800+2,025,80001,2260.07%+1,226
OSISKO DEVELOPMENT CORP0814,246+814,24601,2130.06%+1,213
OUTSET MED INC098,108+98,10801,0850.06%+1,085
OBSIDIAN ENERGY LTD0180,008+180,00801,0550.06%+1,055
OCUGEN INC2,454,9584,153,798+1,698,8401,9762,9340.16%+958
EASTMAN KODAK CO(KODK)834,195981,400+147,2055,4816,2020.33%+722
CASSAVA SCIENCES INC0450,100+450,10006750.04%+675
CLEAN ENERGY FUELS CORP246,669767,758+521,0896191,1900.06%+571
CIENA CORP(CIEN)09,410+9,41005690.03%+569
VEREN INC9,135,1567,152,756-1,982,40046,94047,3122.51%+373
PRECIGEN INC(PGEN)668,830668,83007499970.05%+247
TORONTO DOMINION BK ONT(TD)03,960+3,96002370.01%+237
GAOTU TECHEDU INC177,900177,90003905780.03%+189
SENSEONICS HLDGS INC729,377729,37703824790.03%+97
CANAAN INC098,400+98,4000860.00%+86
ROBLOX CORP(RBLX)150,400150,40008,7028,7670.47%+65
AWARE INC MASS024,600+24,6000390.00%+39
KRATOS DEFENSE & SEC SOLUTIO(KTOS)7,9487,94802102360.01%+26
INOVIO PHARMACEUTICALS INC126,121126,119-22312060.01%-25
ELECTRONIC ARTS INC(EA)23,32023,32003,4123,3700.18%-42
STEREOTAXIS INC126,581126,58102892230.01%-66
UNITY SOFTWARE INC(U)73,10073,10001,6431,4320.08%-211
MARVELL TECHNOLOGY INC(MRVL)5,6005,60006193450.02%-274
VIRGIN GALACTIC HOLDINGS INC119,193119,19307013610.02%-340
OPTINOSE INC74,0470-74,0474950-495
AMERICAN SUPERCONDUCTOR CORP108,066108,06602,6621,9600.10%-701
CONFLUENT INC383,300425,100+41,80010,7179,9640.53%-753
COMPASS PATHWAYS PLC(CMPS)1,547,8001,781,718+233,9185,8515,0960.27%-755
LIBERTY ENERGY INC(LBRT)110,97489,274-21,7002,2071,4130.08%-794
BLACKSTONE INC(BX)6,3000-6,3001,0860-1,086
SNOWFLAKE INC(SNOW)22,00015,700-6,3003,3972,2950.12%-1,102
IROBOT CORP167,8000-167,8001,3000-1,300
SUPER MICRO COMPUTER INC(SMCI)146,90092,700-54,2004,4783,1740.17%-1,303
ZIM INTEGRATED SHIPPING SERV
SHS
73,4000-73,4001,5760-1,576
OUTSET MED INC1,471,7060-1,471,7061,6340-1,634
FASTLY INC(FSLY)598,800598,80005,6533,7900.20%-1,862
JOBY AVIATION INC(JOBY)262,0000-262,0002,1300-2,130
GRAN TIERRA ENERGY INC863,751863,75106,3604,2190.22%-2,141
SIGNET JEWELERS LIMITED
SHS
125,300130,200+4,90010,1137,5590.40%-2,554
TAIWAN SEMICONDUCTOR MFG LTD(TSM)38,30027,900-10,4007,5644,6310.25%-2,932
BEYOND MEAT INC906,0000-906,0003,4070-3,407
MONGODB INC(MDB)21,0000-21,0004,8890-4,889
SS&C TECHNOLOGIES HLDGS INC(SSNC)1,273,8001,087,400-186,40096,52990,8314.82%-5,698
OKTA INC(OKTA)73,0000-73,0005,7520-5,752
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
285,1360-285,1367,3280-7,328
ALPHABET INC(GOOG)266,440266,440050,43741,2022.19%-9,235
ROYALTY PHARMA PLC(RPRX)3,267,7002,377,500-890,20083,35974,0123.93%-9,347
ROOT INC149,3160-149,31610,8390-10,839
WESCO INTL INC(WCC)164,70087,700-77,00029,80413,6200.72%-16,184
ALPHABET INC(GOOG)470,000464,800-5,20089,50772,6163.85%-16,891
LANTHEUS HLDGS INC(LNTH)457,500236,900-220,60040,92823,1211.23%-17,807
TRAVEL PLUS LEISURE CO(TNL)2,659,3412,473,541-185,800134,164114,5006.08%-19,664
BATH & BODY WORKS INC3,482,1003,737,700+255,600135,001113,3276.02%-21,674
UNITED AIRLS HLDGS INC(UAL)1,036,2001,064,200+28,000100,61573,4833.90%-27,132
DELTA AIR LINES INC DEL(DAL)5,461,6005,351,600-110,000330,427233,33012.39%-97,097
HUDBAY MINERALS INC(HBM)33,439,9200-33,439,920271,1090-271,109
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