WIT Partners Advisory Pte. Ltd.
CIK 2000043 · View on SEC EDGAR ↗
- Portfolio value
- $213.0M
- Positions
- 16
- As of
- June 30, 2026
#6,260 of 9,443 by 13F value · top 66.3%
Portfolio value QoQ: -37.7% 13F does not disclose cash
- Top 10 holdings weight
- 98.28%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 8
- Effective number of positions
- 3.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 12.74% Est. buys $35,349,655 · sells $252,712,356
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 69.6% still held
- New positions
- 3
- Increased
- 9
- Decreased
- 2
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Consumer Discretionary
49.6%
Energy
2.0%
Consumer Staples
0.0%
Materials
0.0%
Other/Unmapped
48.5%
Full portfolio 16 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CROX Crocs, Inc. - Common Stock | $105,560,000 | 49.56% | 875,000 | $-131,236,286 | Down ×1 | ||
| PHYS | $42,273,299 | 19.85% | 1,401,170 | $8,916,462 | Up ×2 | ||
| PSLV | $23,739,026 | 11.14% | 1,258,030 | $-835,289 | Up ×3 | ||
| SILJ | $15,120,950 | 7.10% | 583,370 | $3,665,703 | Up ×3 | ||
| PPLT | $7,834,958 | 3.68% | 554,491 | $3,741,015 | Up ×2 | ||
| SIL SIL | $6,024,994 | 2.83% | 77,782 | $-864,504 | Up ×3 | ||
| PBRA | $2,602,480 | 1.22% | 177,765 | $497,511 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,242,892 | 1.05% | 16,405 | $392,750 | Up ×2 | ||
| URNM | $1,984,957 | 0.93% | 37,744 | $-2,560,643 | Down ×1 | ||
| CNQ Canadian Natural Resources Limited Common Stock | $1,954,065 | 0.92% | 49,470 | $-67,597 | Up ×2 | ||
| CQQQ | $1,546,083 | 0.73% | 27,110 | Up ×1 | |||
| URNJ Sprott Junior Uranium Miners ETF | $1,350,825 | 0.63% | 58,150 | $171,902 | Up ×3 | ||
| XOP | $385,650 | 0.18% | 2,500 | $-68,925 | |||
| IBIT iShares Bitcoin Trust ETF | $371,184 | 0.17% | 11,150 | $-57,199 | |||
| BG Bunge Limited Common Shares | $10,673 | 0.01% | 100 | Up ×1 | |||
| NTR Nutrien Ltd. Common Shares | $6,295 | 0.00% | 100 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| PSLV | $23,739,026 | 11.14% | up ×3 |
| SILJ | $15,120,950 | 7.10% | up ×3 |
| SIL | $6,024,994 | 2.83% | up ×3 |
| URNJ | $1,350,825 | 0.63% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CROX | Trimmed | -2.0M | -$131.2M |
| PHYS | Bought more | +460K | +$8.9M |
| PPLT | Bought more | +532K | +$3.7M |
| SILJ | Bought more | +198K | +$3.7M |
| URNM | Trimmed | -34K | -$2.6M |
| SIL | Bought more | +1K | -$865K |
| PSLV | Bought more | +250K | -$835K |
| PBRA | Bought more | +66K | +$498K |
| XOM | Bought more | +6K | +$393K |
| URNJ | Bought more | +18K | +$172K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FRO | June 30, 2026 | 149,560 | $5,213,661 | 26.3% |
| DHT | June 30, 2026 | 282,600 | $5,163,102 | 19.6% |
| SLVR | Dec. 31, 2025 | 90,000 | $3,790,215 | |
| GLNG | June 30, 2026 | 36,888 | $1,996,010 | 5.9% |
| CMBT | March 31, 2026 | 51,735 | $474,281 | 40.0% |
| HAFN | Dec. 31, 2025 | 68,800 | $386,504 | 49.0% |
| LPG | March 31, 2026 | 6,109 | $141,258 | 44.2% |