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Portfolio (Quarterly) Guide ↗

Corecam Pte. Ltd.

· CIK 0002106977
13F Portfolio $264M AUM 82 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 38 Added 10 Reduced 8 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLV SELECT SECTOR SPDR TR 56,550.0 $9.0M 3.40% NEW $158.67 +8.6%
2 XLP SELECT SECTOR SPDR TR 105,150.0 $8.7M 3.31% NEW $83.07 +2.7%
3 XLE SELECT SECTOR SPDR TR 107,050.0 $5.7M 2.15% NEW $53.14 +20.0%
4 OXY OCCIDENTAL PETE CORP Energy 106,080.0 $5.2M 1.95% NEW $48.57 +26.7%
5 EQNR EQUINOR ASA Energy 95,650.0 $3.0M 1.14% NEW $31.39 +36.6%
6 OUSTER INC 34,098.0 $2.1M 0.81% NEW $62.52
7 TRUP TRUPANION INC Financial Services 18,465.0 $457K 0.17% NEW $24.77 +23.9%
8 FRPT FRESHPET INC Consumer Defensive 7,433.0 $439K 0.17% NEW $59.12 +25.4%
9 MP MP MATERIALS CORP Basic Materials 7,698.0 $431K 0.16% NEW $56.01 -1.7%
10 QCOM QUALCOMM INC Technology 2,243.0 $414K 0.16% NEW $184.78 -13.0%
11 INDA ISHARES TR 8,320.0 $410K 0.15% NEW $49.30 +0.5%
12 CHWY CHEWY INC Consumer Cyclical 18,875.0 $371K 0.14% NEW $19.65 +21.5%
13 USAR USA RARE EARTH INC Basic Materials 14,737.0 $318K 0.12% NEW $21.58 -20.7%
14 LANDBRIDGE COMPANY LLC 3,520.0 $279K 0.11% NEW $79.24
15 JNJ JOHNSON & JOHNSON Healthcare 1,090.0 $277K 0.10% NEW $253.97 +5.3%
16 ITA ISHARES TR 1,110.0 $269K 0.10% NEW $242.42 -2.0%
17 EPU ISHARES TR 3,020.0 $252K 0.10% NEW $83.50 +8.7%
18 SITM SITIME CORP Technology 337.0 $251K 0.10% NEW $744.81 -19.6%
19 ADI ANALOG DEVICES INC Technology 624.0 $248K 0.09% NEW $397.31 -6.8%
20 LEU CENTRUS ENERGY CORP Energy 1,471.0 $247K 0.09% NEW $167.94 +4.9%
Page 1 of 2  ·  25 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 49.3%
Technology 17.0%
Energy 6.9%
Healthcare 6.6%
Industrials 6.5%
Basic Materials 5.3%
Consumer Cyclical 4.1%
Communication Services 3.6%
Consumer Defensive 0.4%
Real Estate 0.3%