| KKOSMOS ENERGYKOS |
| 20.54% | 23.42% | $4,363.1万 | 2,067.8万股 | $5,748.5万 | 2,067.8万股 | 00.00% | 持仓不变 |
| GGRAN TIERRA ENERGYGTE |
| 18.78% | 23.33% | $3,988.4万 | 638.1万股 | $5,724.2万 | 638.1万股 | 00.00% | 持仓不变 |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 15.29% | 8.8% | $3,247.5万 | 71.4万股 | $2,158.5万 | 46.7万股 | +24.7万股+52.93% | 加仓 |
| BB2GOLDBTG |
| 10.62% | — | $2,256.2万 | 602.1万股 | $0 | 0股 | +602.1万股 | 新买入 |
 VISTA ENERGY S.A.B. DE C.VVIST |
| 10.17% | 9.28% | $2,160.7万 | 33.9万股 | $2,276.7万 | 30.2万股 | +3.7万股+12.27% | 加仓 |
| GGALIANO GOLDGAU |
| 8.22% | 9.54% | $1,746.8万 | 935.8万股 | $2,340.2万 | 935.8万股 | 00.00% | 持仓不变 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 4.89% | 3.82% | $1,038.8万 | 55.1万股 | $937.8万 | 38.5万股 | +16.6万股+43.17% | 加仓 |
 VIZSLA SILVERVZLA |
| 3.48% | 3.04% | $738.8万 | 225.1万股 | $745.6万 | 225.1万股 | 00.00% | 持仓不变 |
| IINTEGRA RESITRG |
| 2.52% | 2.65% | $535.0万 | 241.1万股 | $651.5万 | 241.1万股 | 00.00% | 持仓不变 |
| PPRECISION DRILLINGPDS |
| 2.36% | 2.61% | $500.3万 | 6.5万股 | $641.5万 | 6.5万股 | 00.00% | 持仓不变 |
| II-80 GOLDIAUX/WS |
| 2.24% | 2.19% | $476.0万 | 560.0万股 | $537.5万 | 560.0万股 | 00.00% | 持仓不变 |
| NNEW PAC METALSNEWP |
| 0.89% | 11.32% | $189.9万 | 47.1万股 | $2,778.1万 | 670.0万股 | -622.9万股-92.98% | 减仓 |
