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Amitell Capital PTE LTD

CIK:0001807559
Asset Manager
$193M AUM
51 holdings
Singapore, Singapore
Founded:2015
5 employees
Latest filing:Jun 30, 2025

Amitell Capital Pte Ltd is a Singapore-based asset management and private investment firm founded in 2015. It invests globally in both public and private capital markets, with activities classified under fund management. The firm has 5 listed officers/shareholders and is led by a team with experience in investment management and financial operations. Amitell Capital primarily manages funds on behalf of professional and institutional investors, with recent annual filing activity as of July 2024.

Investment Strategy

Amitell Capital adopts a global investment strategy that includes both public and private capital markets. The firm is sector-agnostic with an emphasis on consumer products, healthcare, and services, as evidenced by its 13F portfolio sector allocations and underlying holdings. It pursues diversified strategies across geographies, with a significant portfolio allocation to US equities and a bias towards large-cap stocks, although it also includes small-cap companies. The team emphasizes robust research, risk management, and due diligence in portfolio construction, aiming for long-term growth across cycles.

Latest 13F Filing Activity

Amitell Capital PTE LTD filed their most recent 13F report on Jun 30, 2025 disclosing 48 equity positions and 3 options positions with a total 13F market value of $193M. The fund increased holdings in Iren Limited, Oracle Corp., Algoma STL Group Inc. among other positions. Amitell Capital PTE LTD reduced exposure to Alphabet Inc., NCR Atleos Corporation, Microchip Technology Inc. among others.

Top Buys
I
IRENIREN LIMITED
+$14.3M
O
ORCLORACLE CORP
+$10.8M
A
ASTLALGOMA STL GROUP INC
+$7.4M
C
CIENCIENA CORP
+$6.2M
A
APOAPOLLO GLOBAL MGMT INC
+$5.5M
Top Sells
G
GOOGALPHABET INC
-$4.0M
N
NATLNCR ATLEOS CORPORATION
-$3.3M
M
MCHPMICROCHIP TECHNOLOGY INC.
-$3.0M
V
VOOVANGUARD INDEX FDS
-$2.7M
Q
QQQINVESCO QQQ TR
-$2.7M

Top Holdings

I
IRENIREN LIMITED
+7.4%$14.3M
O
ORCLORACLE CORP
+5.6%$10.8M
T
THCTENET HEALTHCARE CORP
+4.8%$9.4M
P
PAXPATRIA INVESTMENTS LIMITED
+4.4%$8.5M
E
ETENERGY TRANSFER L P
+4.0%$7.8M

Equity Positions (48)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
IREN LIMITED7.38%$14.3M979,200$14.57$14.57+$14.3M
ORACLE CORP5.58%$10.8M49,311$218.63$218.63+$10.8M
TENET HEALTHCARE CORP4.84%$9.4M53,142$70.95$176.00+$168.1K
PATRIA INVESTMENTS LIMITED4.37%$8.5M601,150$13.77$14.06-$315.5K
ENERGY TRANSFER L P4.02%$7.8M428,146$11.87$18.13-$196.9K

Options Positions (3)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
ISHARES TRNew
Put
$13.0M546$238.70$238.70+546+$13.0M
IREN LIMITEDNew
Call
$2.2M1,485$14.57$14.57+1,485+$2.2M
BURFORD CAP LTDNew
Put
$29.9K21$14.26$14.26+21+$29.9K

Industry Allocation

GOLD AND SILVER ORES
+14.4%
INVESTMENT ADVICE
+6.0%
HOSPITAL & MEDICAL SERVICE PLANS
+5.9%
SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC
+5.5%
COMMODITY CONTRACTS BROKERS & DEALERS
+4.8%