Fund HoldingsGMT CAPITAL CORP

Total Portfolio Value
$2.05B
Total Bought
$122.93M
Total Sold
$607.05M
Net Transaction
-$484.13M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
KYNDRYL HLDGS INC(KD)2,554,6602,973,560+418,90058,706102,8855.01%+44,179
JAZZ PHARMACEUTICALS PLC(JAZZ)212,000508,800+296,80023,61962,6593.05%+39,040
INTEGRA RES CORP015,734,738+15,734,738013,5660.66%+13,566
BATH & BODY WORKS INC3,873,0003,482,100-390,900123,626135,0016.58%+11,375
UNITED AIRLS HLDGS INC(UAL)1,607,7001,036,200-571,50091,735100,6154.90%+8,880
ALPHABET INC(GOOG)266,440266,440044,18950,4372.46%+6,248
ROOT INC149,316149,31605,64110,8390.53%+5,198
SUPER MICRO COMPUTER INC(SMCI)0146,900+146,90004,4780.22%+4,478
ALPHABET INC(GOOG)510,800470,000-40,80085,40189,5074.36%+4,106
SNOWFLAKE INC(SNOW)022,000+22,00003,3970.17%+3,397
CONFLUENT INC425,100383,300-41,8008,66410,7170.52%+2,054
ROBLOX CORP(RBLX)150,400150,40006,6578,7020.42%+2,045
FASTLY INC(FSLY)598,800598,80004,5335,6530.28%+1,120
BLACKSTONE INC(BX)06,300+6,30001,0860.05%+1,086
GRAN TIERRA ENERGY INC863,751863,75105,5056,3600.31%+855
EASTMAN KODAK CO(KODK)981,400834,195-147,2054,6325,4810.27%+848
JOBY AVIATION INC(JOBY)262,000262,00001,3182,1300.10%+812
OUTSET MED INC1,471,7061,471,70609961,6340.08%+637
OPTINOSE INC074,047+74,04704950.02%+495
OKTA INC(OKTA)73,00073,00005,4275,7520.28%+326
MARVELL TECHNOLOGY INC(MRVL)5,6005,60004046190.03%+215
KRATOS DEFENSE & SEC SOLUTIO(KTOS)07,948+7,94802100.01%+210
SENSEONICS HLDGS INC729,377729,37702553820.02%+127
PRECIGEN INC(PGEN)668,830668,83006337490.04%+116
AMERICAN SUPERCONDUCTOR CORP108,066108,06602,5502,6620.13%+111
LIBERTY ENERGY INC(LBRT)110,974110,97402,1182,2070.11%+89
ELECTRONIC ARTS INC(EA)23,32023,32003,3453,4120.17%+67
STEREOTAXIS INC126,581126,58102582890.01%+30
UNITY SOFTWARE INC(U)73,10073,10001,6541,6430.08%-11
VIRGIN GALACTIC HOLDINGS INC119,193119,19307277010.03%-26
BAYTEX ENERGY CORP(BTE)10,5000-10,500310-31
AWARE INC MASS24,6000-24,600460-46
CANAAN INC98,4000-98,400990-99
IROBOT CORP167,800167,80001,4581,3000.06%-158
TIDEWATER INC NEW(TDW)3,1400-3,1402250-225
BIONANO GENOMICS INC530,2600-530,2602410-241
TORONTO DOMINION BK ONT(TD)3,9600-3,9602510-251
ZIM INTEGRATED SHIPPING SERV
SHS
73,40073,40001,8831,5760.08%-308
GAOTU TECHEDU INC177,900177,90006973900.02%-308
OCUGEN INC2,454,9582,454,95802,4361,9760.10%-460
INOVIO PHARMACEUTICALS INC126,121126,12107292310.01%-498
EVGO INC126,4030-126,4035230-523
CIENA CORP(CIEN)9,4100-9,4105800-580
OPTINOSE INC1,110,7020-1,110,7027440-744
MONGODB INC(MDB)21,00021,00005,6774,8890.24%-788
SUPER MICRO COMPUTER INC(SMCI)2,1000-2,1008740-874
OBSIDIAN ENERGY LTD180,0080-180,0089970-997
CHARGEPOINT HOLDINGS INC1,257,6000-1,257,6001,7230-1,723
CLEAN ENERGY FUELS CORP767,758246,669-521,0892,3886190.03%-1,769
XPENG INC(XPEV)155,7000-155,7001,8960-1,896
INTEGRA LIFESCIENCES HLDGS C(IART)2,000,0000-2,000,0001,9540-1,954
BEYOND MEAT INC906,000906,00006,1433,4070.17%-2,736
ITAU UNIBANCO HLDG S A(ITUB)4,691,1005,669,500+978,40031,19628,1211.37%-3,075
PDD HOLDINGS INC(PDD)23,4000-23,4003,1550-3,155
DELTA AIR LINES INC DEL(DAL)6,577,8005,461,600-1,116,200334,086330,42716.10%-3,660
CLOVER HEALTH INVESTMENTS CO(CLOV)1,305,2000-1,305,2003,6810-3,681
SS&C TECHNOLOGIES HLDGS INC(SSNC)1,351,9001,273,800-78,100100,32496,5294.70%-3,796
UNDER ARMOUR INC(UA)435,7800-435,7803,8830-3,883
COMPASS PATHWAYS PLC(CMPS)1,547,8001,547,80009,7515,8510.29%-3,900
LANTHEUS HLDGS INC(LNTH)409,700457,500+47,80044,96540,9281.99%-4,037
ROYALTY PHARMA PLC(RPRX)3,097,5003,267,700+170,20087,62883,3594.06%-4,269
BAIDU INC379,227413,127+33,90039,92934,8311.70%-5,098
UNDER ARMOUR INC(UA)617,8980-617,8985,1660-5,166
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
829,036285,136-543,90013,7627,3280.36%-6,434
TAIWAN SEMICONDUCTOR MFG LTD(TSM)95,10038,300-56,80016,5167,5640.37%-8,952
ANNEXON INC(ANNX)1,908,3660-1,908,36611,2980-11,298
VEREN INC10,187,0569,135,156-1,051,90062,81446,9402.29%-15,874
ADECOAGRO S A
COM
1,690,6830-1,690,68318,7160-18,716
SIGNET JEWELERS LIMITED
SHS
302,400125,300-177,10031,19010,1130.49%-21,077
ISHARES TR757,7000-757,70024,0800-24,080
ALAMOS GOLD INC NEW4,485,2573,527,775-957,48289,47665,0513.17%-24,425
TRAVEL PLUS LEISURE CO(TNL)3,467,8412,659,341-808,500159,798134,1646.54%-25,634
UBER TECHNOLOGIES INC(UBER)1,352,9001,165,500-187,400101,68470,3033.43%-31,381
WESCO INTL INC(WCC)394,600164,700-229,90066,28529,8041.45%-36,481
ALIBABA GROUP HLDG LTD(BABA)1,170,700767,400-403,300124,23565,0683.17%-59,167
ERO COPPER CORP(ERO)6,133,8675,638,925-494,942136,71275,9863.70%-60,726
HUDBAY MINERALS INC(HBM)37,024,12033,439,920-3,584,200340,930271,10913.21%-69,821
CELANESE CORP DEL(CE)959,3530-959,353130,4340-130,434
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