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Methodical BCI Global Dynamic Fund  |  Global-Multi Asset-Flexible
1.9957    -0.0020    (-0.100%)
NAV price (ZAR) Fri 20 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Carvana Co-206 0.00 0.00 206 1.40 0.41 
Auto Total-206 0.00 0.00 206 1.40 0.41 
Hecla Mining Co33,818 33,818 10.90 3.16 0.00 0.00 
Basic Resources Total33,818 33,818 10.90 3.16 0.00 0.00 
Cash on call13.94 4.04 2.45 0.72 
Margin Account-0.41 -0.12 1.24 0.37 
Cash on call Total13.53 3.92 3.70 1.09 
SPDR S&P 500 ETF1,337 1,337 15.22 4.41 5.16 1.52 
Usen-3,229 0.00 0.00 3,229 17.61 5.19 
Equities Total-1,892 1,337 15.22 4.41 3,229 22.77 6.70 
Cipher Mining Inc35,680 56,352 13.60 3.94 20,672 4.52 1.33 
Robinhood Markets Inc-4,957 1,965 3.75 1.09 6,922 16.36 4.82 
Financial Services Total30,723 58,317 17.35 5.02 27,594 20.88 6.15 
Celsius Holdings Inc-1,396 0.00 0.00 1,396 1.37 0.40 
Food & Beverage Total-1,396 0.00 0.00 1,396 1.37 0.40 
Foreign - Currency76.71 22.21 51.75 15.23 
USA - Currency8.41 2.43 32.96 9.70 
For Currency Total85.12 24.64 84.71 24.94 
Foreign - Equities56.26 16.29 0.00 0.00 
Foreign Invest Total56.26 16.29 0.00 0.00 
Bloom Energy Company3,272 7,192 10.38 3.00 3,920 4.99 1.47 
GE Vernova Inc-139 0.00 0.00 139 1.45 0.43 
Philip Morris International-11,363 0.00 0.00 11,363 3.14 0.93 
QuantumScape36,998 36,998 6.35 1.84 0.00 0.00 
Robinsons Retail Holdings Inc-33,965 0.00 0.00 33,965 7.27 2.14 
Roblox Corporation-3,795 0.00 0.00 3,795 9.28 2.73 
Goods & Services Total-8,992 44,190 16.73 4.84 53,182 26.13 7.69 
Insmed Incorporated-594 0.00 0.00 594 1.45 0.43 
Healthcare Total-594 0.00 0.00 594 1.45 0.43 
Warner Bros. Discovery International3,494 3,494 1.67 0.48 0.00 0.00 
Media Total3,494 3,494 1.67 0.48 0.00 0.00 
Cadiz BCI Money Market - A855,650 47,531,311 47.82 13.84 46,675,661 46.97 13.83 
Granate BCI Money Market - B569,887 32,817,929 33.01 9.56 32,248,042 32.44 9.55 
Money Market Total1,425,537 80,349,240 80.83 23.40 78,923,703 79.41 23.38 
Wayfair Inc-1,227 840 1.40 0.41 2,067 3.19 0.94 
Retail Total-1,227 840 1.40 0.41 2,067 3.19 0.94 
Applied Digital Corporation10,395 30,413 12.11 3.51 20,018 7.66 2.26 
AppLovin Corporation-386 0.00 0.00 386 4.75 1.40 
Astera Labs Inc-3,129 0.00 0.00 3,129 10.75 3.16 
BigBear.ai Holdings Inc-79,266 0.00 0.00 79,266 8.85 2.61 
Credo Technology Group Holding-3,265 1,629 3.90 1.13 4,894 12.35 3.64 
Hut 8 Mining Corp1,034 1,034 0.79 0.23 0.00 0.00 
IonQ Inc-8,082 0.00 0.00 8,082 8.98 2.64 
Kratos Defense & Security Solutions Inc.-5,353 0.00 0.00 5,353 8.15 2.40 
Micron Technology395 395 1.91 0.55 0.00 0.00 
NuScale Power Corp-4,752 0.00 0.00 4,752 3.13 0.92 
Palantir Technologies-4,034 111 0.33 0.10 4,145 12.81 3.77 
Rigetti Computing Inc7,069 9,917 3.68 1.06 2,848 1.46 0.43 
Rocket Lab USA Inc-10,819 0.00 0.00 10,819 8.79 2.59 
Western Digital Corporation6,941 6,941 20.21 5.85 0.00 0.00 
Technology Total-93,252 50,440 42.94 12.43 143,692 87.69 25.82 
AST SpaceMobile Inc-1,907 2,825 3.49 1.01 4,732 3.99 1.18 
Lumentum Holdings Inc.-1,068 0.00 0.00 1,068 3.00 0.88 
Telecom Total-2,975 2,825 3.49 1.01 5,800 7.00 2.06 
Portfolio Total1,383,038 80,544,501 345.44 100.00 79,161,463 339.67 100.00