Top 10 Holdings (61.5% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | PLS:AU | Pilbara Minerals Ltd | Unknown | 7.94% |
| 2 | ALB | Albemarle Corp. | Materials | 7.31% |
| 3 | 600111:SH | China Northern Rare Earth Group High-tech Co. Ltd.(600111) | Unknown | 6.77% |
| 4 | MP | Mp Materials Corp Ordinary Shares - Class A | Materials | 6.32% |
| 5 | 002460:SH | Ganfeng Lithium Group Co Ltd | Unknown | 5.73% |
| 6 | LTR:AU | Liontown Resources Ltd | Unknown | 5.70% |
| 7 | LAC:CA | Lithium Americas Corp | Unknown | 5.69% |
| 8 | LYC:AU | Lynas Rare Earths Limited Shs New | Materials | 5.67% |
| 9 | SQM.B:CL | Sociedad Quimica Y Minera De Chile Sa | Unknown | 5.46% |
| 10 | 600549:SH | Xiamen Tungsten Co Ltd | Unknown | 4.95% |
