Spark Investment Management LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$36.5B
Holdings
23
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 43,180 | $9.5B | 25.97% | |
| 2 | SPOTSPOTIFY TECHNOLOGY S A | 7,000 | $5.4B | 14.73% | |
| 3 | CLSCELESTICA INC | 23,000 | $3.6B | 9.86% | |
| 4 | TFPMTRIPLE FLAG PRECIOUS METAL | 108,000 | $2.6B | 7.03% | |
| 5 | NVDANVIDIA CORPORATION | 13,600 | $2.1B | 5.89% | |
| 6 | TSLATESLA INC | 6,000 | $1.9B | 5.23% | |
| 7 | MNDYMONDAY COM LTD | 5,900 | $1.9B | 5.09% | |
| 8 | KGCKINROSS GOLD CORP | 98,000 | $1.5B | 4.20% | |
| 9 | AGIALAMOS GOLD INC NEW | 56,000 | $1.5B | 4.09% | |
| 10 | OLAORLA MNG LTD NEW | 111,000 | $1.1B | 3.06% | |
| 11 | AYS1SANDSTORM GOLD LTD | 111,000 | $1.0B | 2.86% | |
| 12 | ASMAVINO SILVER & GOLD MINES LT | 194,000 | $698.6M | 1.92% | |
| 13 | TWLOTWILIO INC | 5,200 | $646.7M | 1.77% | |
| 14 | BIRDALLBIRDS INC | 57,634 | $612.6M | 1.68% | |
| 15 | XYZBLOCK INC | 8,700 | $591.0M | 1.62% | |
| 16 | GOOSCANADA GOOSE HLDGS INC | 41,000 | $458.9M | 1.26% | |
| 17 | MQ8MAG SILVER CORP | 20,000 | $425.2M | 1.17% | |
| 18 | HBMHUDBAY MINERALS INC | 25,000 | $265.5M | 0.73% | |
| 19 | NGDNEW GOLD INC CDA | 48,000 | $238.8M | 0.65% | |
| 20 | NAKNORTHERN DYNASTY MINERALS LT | 137,000 | $185.3M | 0.51% | |
| 21 | EFXENERFLEX LTD | 22,000 | $173.8M | 0.48% | |
| 22 | FOSLFOSSIL GROUP INC | 55,900 | $82.7M | 0.23% | |
| 23 | SVASINOVAC BIOTECH LTD | 29,100 | $0 | 0.00% |