NewGen Equity Long/Short Fund

data from 30/09/2025

Capitalization

$ 373.952 M 119.37 %

Average holding period

1 ans

Performance

$ 18.102 M 10.62 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in NewGen Equity Long/Short Fund

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF TRUST 18.24% 68.206 M $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 QQQ INVESCO QQQ TRUST SERIES 1 16.82% 62.907 M $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HYG ISHARES IBOXX HIGH YIELD CORP 12.96% 48.480 M $ 600000 2025/06/30 107.999 K $ 0.67 %
2025/09/30 AMERICAS GOLD AND SILVER CORP 9.86% 36.863 M $ 9285312 2025/09/30 0.000 $ 0.00 %
2025/09/30 SLV ISHARES SILVER TRUST 5.88% 22.005 M $ 500000 2025/09/30 0.000 $ 0.00 %
2025/09/30 B BARRICK MINING CORP 3.73% 13.940 M $ 425000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BB BLACKBERRY LTD 3.65% 13.664 M $ 2800000 2025/06/30 809.999 K $ 6.55 %
2025/09/30 CCJ CAMECO CORP 3.54% 13.226 M $ 129400 2025/06/30 1.849 M $ 12.97 %
2025/09/30 SLS.TO SOLARIS RESOURCES INC 2.92% 10.911 M $ 1648200 2025/06/30 3.960 M $ 57.65 %
2025/09/30 I-80 GOLD CORP 2.60% 9.728 M $ 10000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 IAG IAMGOLD CORP 2.42% 9.032 M $ 780000 2025/06/30 5.168 M $ 75.81 %
2025/09/30 ENERFLEX LTD 2.40% 8.981 M $ 713344 2025/06/30 3.353 M $ 59.57 %
2025/09/30 BEP BROOKFIELD RENEWABLE PARTNERS 1.96% 7.314 M $ 239500 2025/06/30 67.731 K $ 1.10 %
2025/09/30 CGAU CENTERRA GOLD INC 1.88% 7.031 M $ 600000 2025/09/30 0.000 $ 0.00 %
2025/09/30 UEC URANIUM ENERGY CORP 1.62% 6.052 M $ 400000 2025/09/30 0.000 $ 0.00 %
2025/09/30 PPTA PERPETUA RESOURCES CORP 1.57% 5.887 M $ 245000 2025/06/30 2.225 M $ 66.64 %
2025/09/30 UEC URANIUM ENERGY CORP 1.44% 5.370 M $ 354900 2025/09/30 0.000 $ 0.00 %
2025/09/30 NOA NORTH AMERICAN CONSTRUCTION 1.26% 4.719 M $ 302908 2025/09/30 0.000 $ 0.00 %
2025/09/30 ENB ENBRIDGE INC 1.12% 4.196 M $ 90000 2025/06/30 462.600 K $ 11.34 %
2025/09/30 BAM BROOKFIELD ASSET MANAGEMENT 1.06% 3.977 M $ 75000 2025/09/30 0.000 $ 0.00 %
2025/09/30 NTSK NETSKOPE INC 0.95% 3.546 M $ 150000 2025/09/30 0.000 $ 0.00 %
2025/09/30 VOX ROYALTY CORP 0.71% 2.637 M $ 617500 2025/09/30 0.000 $ 0.00 %
2025/09/30 DEFT DEFI TECHNOLOGIES INC 0.70% 2.616 M $ 1369864 2025/09/30 0.000 $ 0.00 %
2025/09/30 ASTL ALGOMA STEEL GROUP INC 0.27% 1.026 M $ 246097 2025/09/30 0.000 $ 0.00 %
2025/09/30 CHEGG INC 0.24% 883.764 K $ 1002000 2025/06/30 98.977 K $ 12.61 %
2025/09/30 0JW9.L LITE STRATEGY INC 0.17% 627.000 K $ 300000 2025/09/30 0.000 $ 0.00 %
2025/09/30 POET POET TECHNOLOGIES INC 0.03% 121.716 K $ 18900 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALEANNA INC 0.02% 91.920 K $ 28283 2025/09/30 0.000 $ 0.00 %
2025/09/30 SUIG SUI GROUP HOLDINGS LTD 0.00% 3.874 K $ 1300 2025/09/30 0.000 $ 0.00 %
2025/09/30 IAUX I-80 GOLD CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SAND SANDSTORM GOLD LTD 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CABLE ONE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CLS CELESTICA INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PRMB PRIMO BRANDS CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SQNS SEQUANS COMMUNICATIONS-ADR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BITDEER TECHNOLOGIES GROUP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 USAS AMERICAS GOLD AND SILVER CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 RBA RB GLOBAL INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 JETBLUE AIRWAYS CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 NXE NEXGEN ENERGY LTD 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 UPXI UPEXI INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CNQ CANADIAN NATURAL RESOURCES INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %