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Portfolio (Quarterly) Guide ↗

Regal Partners Ltd

· CIK 0001577774
13F Portfolio $1.8B AUM 174 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 122 New
Page 2 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TW Tradeweb Markets Inc Financial Services 109,205.0 $10.9M 0.60% NEW $99.66 +3.7%
22 CCJ Cameco Corp Energy 99,506.0 $10.1M 0.56% NEW $101.86 -3.8%
23 KGC Kinross Gold Corp Basic Materials 409,169.0 $9.7M 0.53% NEW $23.62 +26.6%
24 ALB Albemarle Corp Basic Materials 70,814.0 $9.6M 0.53% NEW $135.03 -0.6%
25 MP MP Materials Corp Basic Materials 167,836.0 $9.4M 0.52% NEW $56.01 +1.2%
26 SII Sprott Inc Financial Services 79,934.0 $9.0M 0.50% NEW $112.35 +7.6%
27 UBER Uber Technologies Inc Technology 118,123.0 $8.5M 0.47% NEW $72.16 +8.1%
28 NTES NetEase Inc Technology 49,829.0 $6.4M 0.35% NEW $128.14 -0.7%
29 CNR Core Natural Resources Inc Energy 70,246.0 $5.6M 0.31% NEW $80.02 +16.6%
30 ASYS Amtech Systems Inc Technology 237,503.0 $5.5M 0.30% NEW $23.08 -35.8%
31 IREN IREN Ltd Financial Services 114,207.0 $5.2M 0.29% NEW $45.73 -6.3%
32 VNET Vnet Group Inc Technology 603,266.0 $4.9M 0.27% NEW $8.04 -15.4%
33 FNV Franco-Nevada Corp Basic Materials 23,218.0 $4.8M 0.27% NEW $208.44 +20.5%
34 Dave Inc 12,381.0 $4.6M 0.26% NEW $372.59
35 Lithium Argentina AG 493,871.0 $4.1M 0.23% NEW $8.27
36 SCCO Southern Copper Corp Basic Materials 20,904.0 $3.6M 0.20% NEW $174.26 +11.7%
37 AEM Agnico Eagle Mines Ltd Basic Materials 22,867.0 $3.5M 0.20% NEW $155.13 +33.9%
38 BTU Peabody Energy Corp Energy 152,576.0 $3.5M 0.20% NEW $23.12 +16.1%
39 REA Rare Earths Americas Inc 230,041.0 $3.5M 0.19% NEW $15.28 -6.7%
40 META Meta Platforms Inc Communication Services 5,966.0 $3.4M 0.19% NEW $563.29 -3.1%
Page 2 of 7  ·  122 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.2%
Basic Materials 28.5%
Healthcare 14.9%
Technology 5.4%
Consumer Cyclical 4.9%
Industrials 4.7%
Communication Services 4.5%
Energy 1.8%
Consumer Defensive 0.0%