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Methodical BCI Global Dynamic Fund  |  Global–Multi Asset–Flexible
1.9904    -0.0194    (-0.965%)
NAV price (ZAR) Tue 4 Nov 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Carvana Co206 206 1.40 0.41 0.00 0.00 
Auto Total206 206 1.40 0.41 0.00 0.00 
Cash on call2.45 0.72 7.97 3.33 
Margin Account1.24 0.37 0.53 0.22 
Cash on call Total3.70 1.09 8.50 3.55 
Archer Aviation Inc-28,389 0.00 0.00 28,389 5.28 2.20 
Cyclical Goods & Services Total-28,389 0.00 0.00 28,389 5.28 2.20 
iShares 1-3 Year Treasury Bond ETF-5,101 0.00 0.00 5,101 7.51 3.13 
iShares MSCI USA Quality Factor ETF-2,681 0.00 0.00 2,681 8.66 3.61 
SPDR S&P 500 ETF-2,224 5.16 1.52 2,224 24.34 10.15 
Usen3,229 3,229 17.61 5.19 0.00 0.00 
VanEck Vectors Gold Miners ETF-8,118 0.00 0.00 8,118 7.32 3.05 
Equities Total-14,895 3,229 22.77 6.70 18,124 47.83 19.95 
Cipher Mining Inc20,672 20,672 4.52 1.33 0.00 0.00 
Robinhood Markets Inc748 6,922 16.36 4.82 6,174 9.11 3.80 
Financial Services Total21,420 27,594 20.88 6.15 6,174 9.11 3.80 
Celsius Holdings Inc1,396 1,396 1.37 0.40 0.00 0.00 
Food & Beverage Total1,396 1,396 1.37 0.40 0.00 0.00 
Foreign - Currency51.75 15.23 47.25 19.71 
USA - Currency32.96 9.70 13.93 5.81 
For Currency Total84.71 24.94 61.19 25.52 
Foreign - Equities0.00 0.00 14.83 6.18 
Foreign Invest Total0.00 0.00 14.83 6.18 
Axon Enterprise Inc.-12 0.00 0.00 12 0.17 0.07 
Bloom Energy Company3,920 3,920 4.99 1.47 0.00 0.00 
GE Vernova Inc139 139 1.45 0.43 0.00 0.00 
Hims & Hers Health Inc-5,339 0.00 0.00 5,339 4.69 1.96 
Philip Morris International11,344 11,363 3.14 0.93 19 0.06 0.03 
Robinsons Retail Holdings Inc33,965 33,965 7.27 2.14 0.00 0.00 
Roblox Corporation3,469 3,795 9.28 2.73 326 0.61 0.26 
Goods & Services Total47,486 53,182 26.13 7.69 5,696 5.54 2.31 
Insmed Incorporated594 594 1.45 0.43 0.00 0.00 
Healthcare Total594 594 1.45 0.43 0.00 0.00 
Cadiz BCI Money Market - A27,463,092 46,675,661 46.97 13.83 19,212,569 19.33 8.06 
Granate BCI Money Market - B590,782 32,248,042 32.44 9.55 31,657,260 31.85 13.28 
Money Market Total28,053,874 78,923,703 79.41 23.38 50,869,829 51.18 21.35 
Wayfair Inc2,067 2,067 3.19 0.94 0.00 0.00 
Retail Total2,067 2,067 3.19 0.94 0.00 0.00 
Howmet Aerospace Inc-34 0.00 0.00 34 0.11 0.05 
Specialist Securities Total-34 0.00 0.00 34 0.11 0.05 
Applied Digital Corporation20,018 20,018 7.66 2.26 0.00 0.00 
AppLovin Corporation-671 386 4.75 1.40 1,057 6.27 2.62 
Astera Labs Inc3,129 3,129 10.75 3.16 0.00 0.00 
BigBear.ai Holdings Inc79,266 79,266 8.85 2.61 0.00 0.00 
Credo Technology Group Holding4,894 4,894 12.35 3.64 0.00 0.00 
IonQ Inc-147 8,082 8.98 2.64 8,229 5.89 2.46 
Kratos Defense & Security Solutions Inc.5,353 5,353 8.15 2.40 0.00 0.00 
NuScale Power Corp55 4,752 3.13 0.92 4,697 3.19 1.33 
Palantir Technologies629 4,145 12.81 3.77 3,516 8.17 3.41 
Rigetti Computing Inc2,848 2,848 1.46 0.43 0.00 0.00 
Rocket Lab USA Inc-5,446 10,819 8.79 2.59 16,265 10.23 4.27 
SoundHound AI Inc-13,264 0.00 0.00 13,264 2.32 0.97 
Zscaler Inc-19 0.00 0.00 19 0.11 0.04 
Technology Total96,645 143,692 87.69 25.82 47,047 36.18 15.09 
AST SpaceMobile Inc4,732 4,732 3.99 1.18 0.00 0.00 
Lumentum Holdings Inc.1,068 1,068 3.00 0.88 0.00 0.00 
Telecom Total5,800 5,800 7.00 2.06 0.00 0.00 
Portfolio Total28,186,170 79,161,463 339.67 100.00 50,975,293 239.76 100.00