Filed: 8/12/2025ACC: 0001807559-25-000006
📋 What this filing means
AMITELL CAPITAL PTE LTD filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $193.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$193.28M
Total AUM (reported)
9.66M
Total Shares
Allocation by class
COM$67.01M34.7%
COM NEW$21.25M11.0%
CL A$19.27M10.0%
ORDINARY SHARES$16.43M8.5%
COM CL A$14.98M7.7%
ISHARES SEMICDTR$13.03M6.7%
COM UT LTD PTN$7.76M4.0%
Portfolio Concentration
Top 3$40.24M20.8%
4–10$53.96M27.9%
11–25$66.17M34.2%
Rest$32.91M17.0%
Top 3 weight
20.8%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 9.66M
Sole
Full voting authority
9.66M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:
IREN LIMITED
SOLEShares1.13M
TypeSH
Market value$16.43M
8.50%
Sole
1.13M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares54.60K
TypeSH
Market value$13.03M
6.74%
Sole
54.60K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares49.31K
TypeSH
Market value$10.78M
5.58%
Sole
49.31K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares53.14K
TypeSH
Market value$9.35M
4.84%
Sole
53.14K
Shared
0.00
None
0.00
PATRIA INVESTMENTS LIMITED
SOLEShares601.15K
TypeSH
Market value$8.45M
4.37%
Sole
601.15K
Shared
0.00
None
0.00
ENERGY TRANSFER L P
SOLEShares428.15K
TypeSH
Market value$7.76M
4.02%
Sole
428.15K
Shared
0.00
None
0.00
SPROTT PHYSICAL GOLD TR
SOLEShares295.96K
TypeSH
Market value$7.50M
3.88%
Sole
295.96K
Shared
0.00
None
0.00
ALGOMA STL GROUP INC
SOLEShares1.08M
TypeSH
Market value$7.44M
3.85%
Sole
1.08M
Shared
0.00
None
0.00
NCR ATLEOS CORPORATION
SOLEShares242.59K
TypeSH
Market value$6.92M
3.58%
Sole
242.59K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares245.60K
TypeSH
Market value$6.52M
3.37%
Sole
245.60K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares52.92K
TypeSH
Market value$6.29M
3.26%
Sole
52.92K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares76.31K
TypeSH
Market value$6.21M
3.21%
Sole
76.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares63K
TypeSH
Market value$5.56M
2.88%
Sole
63K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares38.58K
TypeSH
Market value$5.47M
2.83%
Sole
38.58K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares28.68K
TypeSH
Market value$5.22M
2.70%
Sole
28.68K
Shared
0.00
None
0.00
HUNTINGTON INGALLS INDS INC
SOLEShares19.84K
TypeSH
Market value$4.79M
2.48%
Sole
19.84K
Shared
0.00
None
0.00
TASEKO MINES LTD
SOLEShares1.45M
TypeSH
Market value$4.58M
2.37%
Sole
1.45M
Shared
0.00
None
0.00
CACI INTL INC
SOLEShares9.27K
TypeSH
Market value$4.42M
2.29%
Sole
9.27K
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares236.34K
TypeSH
Market value$4.03M
2.09%
Sole
236.34K
Shared
0.00
None
0.00
EZCORP INC
SOLEShares264.24K
TypeSH
Market value$3.67M
1.90%
Sole
264.24K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.73K
TypeSH
Market value$3.49M
1.81%
Sole
4.73K
Shared
0.00
None
0.00
SUPER MICRO COMPUTER INC
SOLEShares68.10K
TypeSH
Market value$3.34M
1.73%
Sole
68.10K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares13.63K
TypeSH
Market value$3.05M
1.58%
Sole
13.63K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC N
SOLEShares1.55K
TypeSH
Market value$3.03M
1.57%
Sole
1.55K
Shared
0.00
None
0.00
NEW GOLD INC CDA
SOLEShares606.84K
TypeSH
Market value$3.00M
1.55%
Sole
606.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IREN LIMITEDSOLE | ORDINARY SHARES | 1.13M | SH | $16.43M 8.50% | 1.13M | 0.00 | 0.00 |
ISHARES TRSOLE | ISHARES SEMICDTR | 54.60K | SH | $13.03M 6.74% | 54.60K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 49.31K | SH | $10.78M 5.58% | 49.31K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 53.14K | SH | $9.35M 4.84% | 53.14K | 0.00 | 0.00 |
PATRIA INVESTMENTS LIMITEDSOLE | COM CL A | 601.15K | SH | $8.45M 4.37% | 601.15K | 0.00 | 0.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 428.15K | SH | $7.76M 4.02% | 428.15K | 0.00 | 0.00 |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 295.96K | SH | $7.50M 3.88% | 295.96K | 0.00 | 0.00 |
ALGOMA STL GROUP INCSOLE | COM | 1.08M | SH | $7.44M 3.85% | 1.08M | 0.00 | 0.00 |
NCR ATLEOS CORPORATIONSOLE | COM SHS | 242.59K | SH | $6.92M 3.58% | 242.59K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 245.60K | SH | $6.52M 3.37% | 245.60K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 52.92K | SH | $6.29M 3.26% | 52.92K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 76.31K | SH | $6.21M 3.21% | 76.31K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 63K | SH | $5.56M 2.88% | 63K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 38.58K | SH | $5.47M 2.83% | 38.58K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 28.68K | SH | $5.22M 2.70% | 28.68K | 0.00 | 0.00 |
HUNTINGTON INGALLS INDS INCSOLE | COM | 19.84K | SH | $4.79M 2.48% | 19.84K | 0.00 | 0.00 |
TASEKO MINES LTDSOLE | COM | 1.45M | SH | $4.58M 2.37% | 1.45M | 0.00 | 0.00 |
CACI INTL INCSOLE | CL A | 9.27K | SH | $4.42M 2.29% | 9.27K | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 236.34K | SH | $4.03M 2.09% | 236.34K | 0.00 | 0.00 |
EZCORP INCSOLE | CL A NON VTG | 264.24K | SH | $3.67M 1.90% | 264.24K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.73K | SH | $3.49M 1.81% | 4.73K | 0.00 | 0.00 |
SUPER MICRO COMPUTER INCSOLE | COM NEW | 68.10K | SH | $3.34M 1.73% | 68.10K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 13.63K | SH | $3.05M 1.58% | 13.63K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC NSOLE | CL A | 1.55K | SH | $3.03M 1.57% | 1.55K | 0.00 | 0.00 |
NEW GOLD INC CDASOLE | COM | 606.84K | SH | $3.00M 1.55% | 606.84K | 0.00 | 0.00 |
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