NEWGEN EQUITY LONG/SHORT FUND

PrivateCIK: 1774035
Location

GRAND CAYMAN, E9

28
Positions
$374.04M
Total AUM (reported)
33.12M
Total Shares

Allocation by class

TOTAL AUM$374.04M28 positions
STOCK$373.16M99.8%
FIXED INCOME$883.8K0.2%

Portfolio Concentration

Top 348.0%4–1032.6%11–2519.3%Rest0.1%TOP 1080.6%0%100%
Top 3$179.59M48.0%
4–10$122.03M32.6%
11–25$72.20M19.3%
Rest$217.5K0.1%

Top 3 weight

48.0%

Top 10 weight

80.6%

Voting Authority Distribution

Total shares with voting rights: 33.12M

Sole

Full voting authority

33.12M

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)

Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:

SPDR S&P 500 ETF TRUST

SOLE
Stock
Shares100K
TypeSH
Market value$68.21M
18.23%
Sole
100K
Shared
0.00
None
0.00

INVESCO QQQ TRUST SERIES 1

SOLE
Stock
Shares100K
TypeSH
Market value$62.91M
16.82%
Sole
100K
Shared
0.00
None
0.00

ISHARES IBOXX HIGH YIELD CORP

SOLE
Stock
Shares600K
TypeSH
Market value$48.48M
12.96%
Sole
600K
Shared
0.00
None
0.00

AMERICAS GOLD AND SILVER CORP

SOLE
Stock
Shares9.29M
TypeSH
Market value$36.86M
9.86%
Sole
9.29M
Shared
0.00
None
0.00

ISHARES SILVER TRUST

SOLE
Stock
Shares500K
TypeSH
Market value$22.00M
5.88%
Sole
500K
Shared
0.00
None
0.00

BARRICK MINING CORP

SOLE
Stock
Shares425K
TypeSH
Market value$13.94M
3.73%
Sole
425K
Shared
0.00
None
0.00

BLACKBERRY LTD

SOLE
Stock
Shares2.80M
TypeSH
Market value$13.66M
3.65%
Sole
2.80M
Shared
0.00
None
0.00

CAMECO CORP

SOLE
Stock
Shares129.40K
TypeSH
Market value$13.23M
3.54%
Sole
129.40K
Shared
0.00
None
0.00

URANIUM ENERGY CORP

SOLE
Stock
Shares754.90K
TypeSH
Market value$11.42M
3.05%
Sole
754.90K
Shared
0.00
None
0.00

SOLARIS RESOURCES INC

SOLE
Stock
Shares1.65M
TypeSH
Market value$10.91M
2.92%
Sole
1.65M
Shared
0.00
None
0.00

I-80 GOLD CORP

SOLE
Stock
Shares10M
TypeSH
Market value$9.73M
2.60%
Sole
10M
Shared
0.00
None
0.00

IAMGOLD CORP

SOLE
Stock
Shares780K
TypeSH
Market value$9.03M
2.41%
Sole
780K
Shared
0.00
None
0.00

ENERFLEX LTD

SOLE
Stock
Shares713.34K
TypeSH
Market value$8.98M
2.40%
Sole
713.34K
Shared
0.00
None
0.00

BROOKFIELD RENEWABLE PARTNERS

SOLE
Stock
Shares239.50K
TypeSH
Market value$7.31M
1.96%
Sole
239.50K
Shared
0.00
None
0.00

CENTERRA GOLD INC

SOLE
Stock
Shares600K
TypeSH
Market value$7.03M
1.88%
Sole
600K
Shared
0.00
None
0.00

PERPETUA RESOURCES CORP

SOLE
Stock
Shares245K
TypeSH
Market value$5.89M
1.57%
Sole
245K
Shared
0.00
None
0.00

NORTH AMERICAN CONSTRUCTION

SOLE
Stock
Shares302.91K
TypeSH
Market value$4.72M
1.26%
Sole
302.91K
Shared
0.00
None
0.00

ENBRIDGE INC

SOLE
Stock
Shares90K
TypeSH
Market value$4.20M
1.12%
Sole
90K
Shared
0.00
None
0.00

BROOKFIELD ASSET MANAGEMENT

SOLE
Stock
Shares75K
TypeSH
Market value$3.98M
1.06%
Sole
75K
Shared
0.00
None
0.00

NETSKOPE INC

SOLE
Stock
Shares150K
TypeSH
Market value$3.55M
0.95%
Sole
150K
Shared
0.00
None
0.00

VOX ROYALTY CORP

SOLE
Stock
Shares617.50K
TypeSH
Market value$2.64M
0.70%
Sole
617.50K
Shared
0.00
None
0.00

DEFI TECHNOLOGIES INC

SOLE
Stock
Shares1.37M
TypeSH
Market value$2.62M
0.70%
Sole
1.37M
Shared
0.00
None
0.00

ALGOMA STEEL GROUP INC

SOLE
Stock
Shares246.10K
TypeSH
Market value$1.03M
0.27%
Sole
246.10K
Shared
0.00
None
0.00

CHEGG INC

SOLE
Fixed Income
Shares1M
TypePRN
Market value$883.8K
0.24%
Sole
1M
Shared
0.00
None
0.00

LITE STRATEGY INC

SOLE
Stock
Shares300K
TypeSH
Market value$627.0K
0.17%
Sole
300K
Shared
0.00
None
0.00
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