Fund HoldingsGMT CAPITAL CORP

Total Portfolio Value
$1.92B
Total Bought
$11.02M
Total Sold
$523.15M
Net Transaction
-$512.14M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
HUDBAY MINERALS INC(HBM)28,103,62024,641,220-3,462,400425,776489,85825.54%+64,083
DELTA AIR LINES INC DEL(DAL)4,909,6004,459,100-450,500278,620309,46216.13%+30,842
ALPHABET INC(GOOG)232,240232,240056,45872,6913.79%+16,234
REGAL REXNORD CORPORATION(RRX)064,333+64,33309,0270.47%+9,027
ALPHABET INC(GOOG)386,000319,600-66,40094,010100,2905.23%+6,280
JAZZ PHARMACEUTICALS PLC(JAZZ)792,800638,500-154,300104,491108,5455.66%+4,054
COMPASS PATHWAYS PLC(CMPS)2,844,6182,844,618016,30019,6281.02%+3,328
EASTMAN KODAK CO(KODK)981,400981,40006,2918,3030.43%+2,012
CI&T INC0438,942+438,94201,7860.09%+1,786
OSISKO DEVELOPMENT CORP5,500,0005,500,000018,64519,1951.00%+550
LIBERTY ENERGY INC(LBRT)89,27489,27401,1021,6480.09%+546
SENSEONICS HLDGS INC036,468+36,46802010.01%+201
ELECTRONIC ARTS INC(EA)23,32023,32004,7044,7650.25%+61
MARVELL TECHNOLOGY INC(MRVL)5,6005,60004714760.02%+5
AWARE INC MASS24,6000-24,600590-59
CANAAN INC98,4000-98,400870-87
GAOTU TECHEDU INC177,900177,90005804130.02%-167
CANOPY GROWTH CORP138,4590-138,4592020-202
WOLFSPEED INC(WOLF)10,1170-10,1172890-289
INOVIO PHARMACEUTICALS INC126,1190-126,1192950-295
TORONTO DOMINION BK ONT(TD)3,9600-3,9603170-317
SENSEONICS HLDGS INC729,3770-729,3773180-318
NANO X IMAGING LTD
ORD SHS
94,8500-94,8503510-351
STEREOTAXIS INC126,5810-126,5813940-394
MICROVISION INC DEL1,043,1001,043,10001,2938640.05%-430
VIRGIN GALACTIC HOLDINGS INC119,1930-119,1934600-460
KRATOS DEFENSE & SEC SOLUTIO(KTOS)7,9480-7,9487260-726
MARA HOLDINGS INC(MARA)83,80083,80001,5307530.04%-778
TAIWAN SEMICONDUCTOR MFG LTD(TSM)10,6007,000-3,6002,9602,1270.11%-833
OUTSET MED INC98,10898,10801,3853640.02%-1,021
CHARGEPOINT HOLDINGS INC101,2900-101,2901,1060-1,106
OBSIDIAN ENERGY LTD180,0080-180,0081,1770-1,177
CASSAVA SCIENCES INC450,1000-450,1001,3100-1,310
CIENA CORP(CIEN)9,4100-9,4101,3710-1,371
SUPER MICRO COMPUTER INC(SMCI)92,70092,70004,4442,7130.14%-1,731
CLEAN ENERGY FUELS CORP767,7580-767,7581,9810-1,981
UNDER ARMOUR INC(UA)435,7800-435,7802,1750-2,175
PRECIGEN INC(PGEN)668,8300-668,8302,2000-2,200
UNITED AIRLS HLDGS INC(UAL)1,091,900920,900-171,000105,368102,9755.37%-2,393
BEYOND MEAT INC1,445,7470-1,445,7472,7320-2,732
SUNRUN INC(RUN)167,9000-167,9002,9030-2,903
UNITY SOFTWARE INC(U)73,1000-73,1002,9270-2,927
UNDER ARMOUR INC(UA)617,8980-617,8982,9840-2,984
EQUINOX GOLD CORP(EQX)1,658,1001,110,700-547,40018,60415,5940.81%-3,010
AKAMAI TECHNOLOGIES INC(AKAM)41,5000-41,5003,1440-3,144
SNOWFLAKE INC(SNOW)15,7000-15,7003,5410-3,541
CLOVER HEALTH INVESTMENTS CO(CLOV)1,305,2000-1,305,2003,9940-3,994
ESTABLISHMENT LABS HLDGS INC(ESTA)98,7660-98,7664,0480-4,048
ALAMOS GOLD INC NEW2,354,3752,007,975-346,40082,08377,6384.05%-4,445
TRAVEL PLUS LEISURE CO(TNL)1,732,9411,395,541-337,400103,09398,4285.13%-4,665
ERO COPPER CORP(ERO)6,509,4544,472,154-2,037,300131,883127,0446.62%-4,839
RIOT PLATFORMS INC(RIOT)783,900783,900014,9189,9320.52%-4,986
FASTLY INC(FSLY)598,8000-598,8005,1200-5,120
AMC ENTMT HLDGS INC(AMC)1,816,1510-1,816,1515,2670-5,267
MGM RESORTS INTERNATIONAL(MGM)993,900780,100-213,80034,44928,4661.48%-5,983
AMERICAN SUPERCONDUCTOR CORP108,0660-108,0666,4180-6,418
OCUGEN INC4,153,7980-4,153,7986,7710-6,771
SS&C TECHNOLOGIES HLDGS INC(SSNC)779,000703,400-75,60069,14461,4913.21%-7,653
CRESUD S A C I F Y A1,063,712164,579-899,1339,7862,0790.11%-7,708
CONFLUENT INC425,1000-425,1008,4170-8,417
ITAU UNIBANCO HLDG S A(ITUB)2,324,3301,174,334-1,149,99617,0618,4080.44%-8,652
QUANTUMSCAPE CORP(QS)1,163,5000-1,163,50014,3340-14,334
CITIGROUP INC(C)241,40065,000-176,40024,5027,5850.40%-16,917
KYNDRYL HLDGS INC(KD)2,364,8601,930,860-434,00071,01751,2842.67%-19,733
ROBLOX CORP(RBLX)150,4000-150,40020,8330-20,833
UBER TECHNOLOGIES INC(UBER)410,400205,300-205,10040,20716,7750.87%-23,432
BATH & BODY WORKS INC3,466,5003,258,800-207,70089,29765,4373.41%-23,860
ALIBABA GROUP HLDG LTD(BABA)166,20030,800-135,40029,7054,5150.24%-25,190
BAIDU INC258,02760,127-197,90034,0007,8560.41%-26,144
MOSAIC CO NEW(MOS)2,278,300945,600-1,332,70079,01122,7801.19%-56,232
CRACKER BARREL OLD CTRY STOR(CBRL)2,833,7002,240,200-593,500124,85356,9012.97%-67,952
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