Fund HoldingsGMT CAPITAL CORP

Total Portfolio Value
$2.66B
Total Bought
$489.47M
Total Sold
$212.19M
Net Transaction
+$277.27M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BATH & BODY WORKS INC1,744,8003,309,200+1,564,40065,430111,8514.21%+46,421
ISHARES TR078,310+78,310037,0921.40%+37,092
ROYALTY PHARMA PLC(RPRX)0929,700+929,700025,2320.95%+25,232
CRESCENT PT ENERGY CORP8,744,70010,033,800+1,289,10058,94883,5663.14%+24,618
HUDBAY MINERALS INC(HBM)34,369,02038,436,820+4,067,800164,930187,9207.07%+22,990
ALIBABA GROUP HLDG LTD(BABA)887,7001,116,700+229,00073,99096,8633.65%+22,873
TAIWAN SEMICONDUCTOR MFG LTD(TSM)79,900321,400+241,5008,06427,9301.05%+19,866
GARRETT MOTION INC(GTX)02,145,882+2,145,882016,9100.64%+16,910
SYNCHRONY FINANCIAL(SYF)464,400994,000+529,60015,75230,3871.14%+14,634
KYNDRYL HLDGS INC(KD)0964,700+964,700014,5670.55%+14,567
CELANESE CORP DEL(CE)1,253,5531,253,5530145,161157,3465.92%+12,185
EXPEDIA GROUP INC(EXPE)291,800416,700+124,90031,92042,9491.62%+11,029
MICROCHIP TECHNOLOGY INC.(MCHP)0126,000+126,00009,8340.37%+9,834
GRAPHIC PACKAGING HLDG CO(GPK)1,076,8001,548,400+471,60025,87634,4981.30%+8,623
SS&C TECHNOLOGIES HLDGS INC(SSNC)768,0001,041,300+273,30046,54154,7102.06%+8,169
WARNER BROS DISCOVERY INC(WBD)01,598,700+1,598,700017,3620.65%+17,362
ORION S.A.866,7001,189,277+322,57718,39125,3080.95%+6,916
NUTRIEN LTD(NTR)0100,700+100,70006,2190.23%+6,219
ALPHABET INC(GOOG)771,300752,500-18,80093,30499,2173.73%+5,913
OUTSET MED INC0540,776+540,77605,8840.22%+5,884
STRUCTURE THERAPEUTICS INC0113,200+113,20005,7080.21%+5,708
GRAN TIERRA ENERGY INC2,488,8312,488,831012,18817,3410.65%+5,153
IRONWOOD PHARMACEUTICALS INC0461,200+461,20004,4410.17%+4,441
BERRY GLOBAL GROUP INC1,453,3761,580,176+126,80093,51097,8293.68%+4,318
KINIKSA PHARMACEUTICALS LTD299,244477,853+178,6094,2138,3000.31%+4,087
ITAU UNIBANCO HLDG S A(ITUB)0629,100+629,10003,3780.13%+3,378
ABERCROMBIE & FITCH CO174,000174,00006,5569,8080.37%+3,252
ENDEAVOR GROUP HLDGS INC0157,200+157,20003,1280.12%+3,128
BAIDU INC318,527347,727+29,20043,61046,7171.76%+3,108
ALPHABET INC(GOOG)266,440266,440031,89334,8661.31%+2,973
FASTLY INC(FSLY)598,800598,80009,44311,4790.43%+2,036
4D MOLECULAR THERAPEUTICS IN0151,200+151,20001,9250.07%+1,925
ZIM INTEGRATED SHIPPING SERV
SHS
83,900262,100+178,2001,0402,7390.10%+1,699
BIONANO GENOMICS INC0530,260+530,26001,6070.06%+1,607
XPENG INC(XPEV)311,400311,40004,1795,7170.22%+1,538
NIKOLA CORP6,732,1336,732,13309,29010,5690.40%+1,279
OKTA INC(OKTA)73,00073,00005,0635,9500.22%+888
LIBERTY ENERGY INC(LBRT)150,974150,97402,0192,7960.11%+778
CONFLUENT INC31,40062,800+31,4001,1091,8600.07%+751
HAMMERHEAD ENERGY INC150,735150,73501,0931,7980.07%+705
PALANTIR TECHNOLOGIES INC(PLTR)1,017,4001,017,400015,59716,2780.61%+682
AMYLYX PHARMACEUTICALS INC(AMLX)461,000576,300+115,3009,94410,5520.40%+608
CITIZENS INC0197,295+197,29505620.02%+562
VENTYX BIOSCIENCES INC280,600280,60009,2049,7450.37%+542
DIREXION SHS ETF TR036,016+36,01605310.02%+531
OBSIDIAN ENERGY LTD180,008180,00801,0491,4800.06%+430
CLOVER HEALTH INVESTMENTS CO(CLOV)1,305,2001,305,20001,1711,4100.05%+239
TIDEWATER INC NEW(TDW)03,140+3,14002230.01%+223
PRECIGEN INC(PGEN)668,830668,83007699500.04%+181
AMERICAN SUPERCONDUCTOR CORP108,066108,06606768160.03%+139
ROOT INC79,81579,81507147590.03%+45
CIENA CORP(CIEN)9,4109,41004004450.02%+45
UNITED CMNTY BKS BLAIRSVLE G(UCB)104,800104,80002,6192,6630.10%+44
EVERQUOTE INC(EVER)41,80041,80002723020.01%+31
FRESHPET INC(FRPT)283,800283,800018,67718,6970.70%+20
STEREOTAXIS INC126,581126,58101942000.01%+6
OPTINOSE INC1,110,7021,110,70201,3661,3660.05%0
META MATERIALS INC543,800543,80001171150.00%-2
AWARE INC MASS24,60024,600039340.00%-5
TORONTO DOMINION BK ONT(TD)3,9603,96002462390.01%-7
CAPSTONE GREEN ENERGY CORP27,47627,476033190.00%-13
ROBINHOOD MKTS INC(HOOD)104,800104,80001,0461,0280.04%-18
FORWARD INDS INC N Y91,80091,800088700.00%-18
GAOTU TECHEDU INC177,900177,90005144910.02%-23
CANAAN INC98,40098,40002101790.01%-31
MARVELL TECHNOLOGY INC(MRVL)5,6005,60003353030.01%-32
CHROMADEX CORP296,905296,90504664330.02%-33
INOVIO PHARMACEUTICALS INC1,513,5001,513,50006765890.02%-87
SKEENA RES LTD NEW(SKE)389,600389,60001,8811,7900.07%-92
BLOOM ENERGY CORP31,34431,34405124160.02%-97
SENSEONICS HLDGS INC729,377729,37705574400.02%-116
BURLINGTON STORES INC(BURL)6,3006,30009928520.03%-139
ROCKET PHARMACEUTICALS INC432,100411,200-20,9008,5868,4250.32%-160
UNDER ARMOUR INC(UA)435,780435,78003,1462,9850.11%-161
UNDER ARMOUR INC(UA)617,898617,89804,1463,9420.15%-204
ELECTRONIC ARTS INC(EA)23,32023,32003,0252,8080.11%-217
NIO INC(NIO)371,200371,20003,5973,3560.13%-241
RIOT PLATFORMS INC(RIOT)114,600114,60001,3551,0690.04%-285
TITAN MACHY INC114,300114,30003,3723,0380.11%-334
EASTMAN KODAK CO(KODK)981,400981,40004,5344,1320.16%-402
APPHARVEST INC1,205,8001,205,8000446210.00%-426
22ND CENTY GROUP INC1,652,493110,166-1,542,3276321080.00%-525
OCUGEN INC3,922,1983,922,19802,1301,5690.06%-561
NANO X IMAGING LTD
ORD SHS
94,85094,85001,4696220.02%-847
UNITY SOFTWARE INC(U)73,10073,10003,1742,2950.09%-879
CLEAN ENERGY FUELS CORP1,090,3781,090,37805,4084,1760.16%-1,232
RITE AID CORP1,482,1011,482,10102,2386640.02%-1,574
ROBLOX CORP(RBLX)150,400150,40006,0614,3560.16%-1,706
AMERICAN EXPRESS CO(AXP)33,50027,200-6,3005,8364,0580.15%-1,778
ANNEXON INC(ANNX)2,464,5712,810,471+345,9008,6756,6330.25%-2,043
HAWAIIAN HOLDINGS INC480,950480,95005,1803,0440.11%-2,135
AVROBIO INC2,412,0150-2,412,0152,2920-2,292
UBER TECHNOLOGIES INC(UBER)2,934,3002,689,100-245,200126,674123,6724.65%-3,002
MARINUS PHARMACEUTICALS INC1,554,9951,722,695+167,70016,88713,8680.52%-3,020
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
1,383,8001,383,800016,45312,8000.48%-3,653
SIGNET JEWELERS LIMITED
SHS
1,306,4001,121,700-184,70085,25680,5493.03%-4,706
ALLOVIR INC4,104,0794,211,283+107,20413,9549,0540.34%-4,900
CHEWY INC(CHWY)292,600292,600011,5495,3430.20%-6,206
META PLATFORMS INC(META)66,20039,000-27,20018,99811,7080.44%-7,290
COMERICA INC345,5000-345,50014,6350-14,635
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