#	Issuer	Ticker	Shares	Value	% of Portfolio
1	NVIDIA Corp	NVDA	46,945,492	$8.8M	12.15%
2	Taiwan Semiconductor Manufacturing Co L	874039100	16,109,706	$4.9M	6.79%
3	Broadcom Inc	AVGO	10,840,230	$3.8M	5.21%
4	Kinross Gold Corp	KGCRF	99,430,702	$2.8M	3.88%
5	Newmont Corp	NEMCL	28,005,770	$2.8M	3.88%
6	Agnico Eagle Mines Ltd	AEM	16,418,231	$2.8M	3.86%
7	Barrick Mining Corp	06849F108	52,690,477	$2.3M	3.18%
8	Advanced Micro Devices Inc	AMD	9,571,270	$2.0M	2.84%
9	Pan American Silver Corp	697900108	38,792,026	$2.0M	2.79%
10	Micron Technology Inc	MU	6,653,515	$1.9M	2.63%
11	ASML Holding NV	ASMLF	1,734,779	$1.9M	2.57%
12	Texas Instruments Inc	882508104	10,587,707	$1.8M	2.55%
13	Applied Materials Inc	038222105	6,884,879	$1.8M	2.45%
14	KLA Corp	KLAC	1,410,635	$1.7M	2.38%
15	Analog Devices Inc	ADI	5,967,448	$1.6M	2.25%
16	Wheaton Precious Metals Corp	WPM	13,722,280	$1.6M	2.24%
17	Intel Corp	INTC	42,884,460	$1.6M	2.20%
18	QUALCOMM Inc	QCOM	9,085,287	$1.6M	2.16%
19	Alamos Gold Inc	AGI	40,017,950	$1.5M	2.14%
20	Anglogold Ashanti Plc	AU	18,019,122	$1.5M	2.13%