Armor Advisors, L.L.C.
- SEC CIK
- 0001600698
- Latest filing
- Aug 10, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 11
- 0 vs. Q1 2021
- Portfolio value
- $230.5M
- +$27.4M (+13.5%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 31,992 | $80.2M | 34.8% | −65−0.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 151,599 | $52.7M | 22.9% | −318−0.2% | Reduced | History |
| FNVFranco Nevada Corp | Stock | 226,478 | $32.9M | 14.3% | −470−0.2% | Reduced | History |
| NBISNebius Group N.V. | Stock | 225,649 | $16.0M | 6.9% | −20,478−8.3% | Reduced | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 1,347,840 | $12.5M | 5.4% | +931,006+223.4% | Added | History |
| MRNAModerna, Inc. | Stock | 52,857 | $12.4M | 5.4% | +21,471+68.4% | Added | History |
| RGLDRoyal Gold Inc | Stock | 72,426 | $8.26M | 3.6% | −155−0.2% | Reduced | History |
| CMBTCmb.tech NV | SHS | 777,960 | $7.25M | 3.1% | −4,870−0.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 15,679 | $4.25M | 1.8% | −28,093−64.2% | Reduced | History |
| SASeabridge Gold Inc | COM | 160,753 | $2.82M | 1.2% | +753+0.5% | Added | History |
| Alkuri Global Acquisition Corp.66981N111 | *W EXP 02/09/202 | 843,949 | $1.23M | 0.5% | +843,949 | New | – |
Options (5)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Headhunter Group PLC42207L106 | SPONSORED ADS | 357,765 | $12.1M | 6.0% | – |