Medici Capital LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Medici Capital LLC disclosed 31 US equity positions worth $134.4m in its Q3 2025 13F filing. The largest position was AEM at 17.3% of the reported book, followed by GLDM and GENESIS MINERALS LTD. Against the Q2 2025 filing, it opened 13 new positions, added to 8 and reduced 1 among the top 31 holdings.
What did Medici Capital LLC own in Q3 2025? Top 31 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AEM AGNICO EAGLE MINES LTD | Basic Materials | 17.3% | $23.2m | 137,682 | 0% | held |
| 2 | GLDM SPDR GOLD MINISHARES TRUST | 11.6% | $15.6m | 204,026 | 0% | held | |
| 3 | GENESIS MINERALS LTD | 11.5% | $15.5m | 3,974,346 | – | new | |
| 4 | EMX EMX RTY CORP | 10.7% | $14.4m | 2,817,200 | 34% | added | |
| 5 | DISCOVERY SILVER CORP | 6.2% | $8.4m | 2,253,660 | 2% | added | |
| 6 | NORTHERN STAR RES LTD | 6.0% | $8.0m | 509,246 | – | new | |
| 7 | AGI ALAMOS GOLD INC | Basic Materials | 5.4% | $7.3m | 208,000 | 0% | held |
| 8 | G MNG VENTURES CORP | 4.7% | $6.3m | 317,700 | 2% | added | |
| 9 | SA SEABRIDGE GOLD INC | 4.0% | $5.3m | 221,450 | – | new | |
| 10 | RAMELIUS RESOURCES LTD | 3.9% | $5.3m | 2,061,849 | – | new | |
| 11 | WPM WHEATON PRECIOUS METALS CORP | Basic Materials | 3.0% | $4.0m | 36,000 | 0% | held |
| 12 | ORA BANDA MINING LTD | 1.7% | $2.3m | 2,896,940 | – | new | |
| 13 | SKE SKEENA RESOURCES LTD | 1.7% | $2.2m | 121,800 | 0% | held | |
| 14 | EMERALD RES NL | 1.4% | $1.8m | 552,488 | – | new | |
| 15 | ELEMENTAL ALTUS ROYALTIES CO | 1.1% | $1.5m | 82,430 | – | new | |
| 16 | ALEC ALECTOR INC | Healthcare | 1.1% | $1.4m | 481,974 | 188% | added |
| 17 | GLD SPDR GOLD SHARES | 1.1% | $1.4m | 4,000 | 0% | held | |
| 18 | CATALYST METALS LTD | 1.0% | $1.4m | 265,619 | – | new | |
| 19 | SLV ISHARES SILVER TRUST | 0.9% | $1.3m | 30,000 | 0% | held | |
| 20 | MINERALS 260 LTD | 0.9% | $1.2m | 7,489,625 | – | new | |
| 21 | DUNDEE CORP CL A | 0.8% | $1.1m | 353,400 | 0% | held | |
| 22 | CAPRICORN METALS LTD | 0.6% | $807.8k | 92,147 | – | new | |
| 23 | SOUTHERN CROSS GOLD CONSOLIDATED LTD | 0.6% | $789.6k | 147,844 | – | new | |
| 24 | GROY GOLD ROYALTY CORP | 0.5% | $717.5k | 185,890 | 63% | added | |
| 25 | SNOWLINE GOLD CORP | 0.4% | $558.5k | 70,000 | – | new | |
| 26 | MACQUARIE GROUP LTD | 0.4% | $511.0k | 3,500 | – | new | |
| 27 | VOXR VOX ROYALTY CORP | 0.4% | $487.6k | 113,400 | -63% | reduced | |
| 28 | PROBE GOLD INC | 0.3% | $445.7k | 206,000 | 49% | added | |
| 29 | KENORLAND MINERALS LTD | 0.3% | $400.7k | 277,325 | 51% | added | |
| 30 | ITRG INTEGRA RESOURCES CORP | 0.3% | $356.3k | 122,100 | 0% | held | |
| 31 | DC DAKOTA GOLD CORP | 0.2% | $329.1k | 72,321 | 48% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.