
Commodity Discovery Fund
FundDutch discovery-focused fund founded by Willem Middelkoop.
21 tracked positions · from fund disclosures
21 tracked · Fund disclosure · Disclosure as of Mar 31, 2026 · Fact sheets, corporate
Commodity Discovery Fund is a Dutch discovery-stage fund founded by Willem Middelkoop. Holdings on this page are sourced fund names, not invented issuer stakes.
Portfolio allocation
Holdings (21)
Position list · amounts not disclosed
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATED2025 jaarverslag: Predictive Discovery among positions; CDFund Discovery Award 2025.Dec 31, 2025Source
- CURATEDCorporate disclosure · Fund Disclosure Q1 2026Mar 31, 2026
- CURATED2025 jaarverslag: Snowline among disclosed fund positions; doubled gold reserves to 8 million ounces.Dec 31, 2025Source
- CURATEDPortfolio page: private placement investment of over EUR 1 million in Talon Metals that later doubled.Dec 31, 2025Source
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Portfolio Intelligence
Portfolio Intelligence
Aggregated from this investor's disclosed positions. Methodology
Portfolio Gold Beta
Equal-weight average of cached stock-level gold beta values across disclosed holdings with available regression data.
Beta
1.24
R-squared
0.29
Coverage
100%
21 of 21 holdings, equal weight
Consensus Holdings
Holdings also disclosed by other tracked investors.
| Ticker | Company | Also held by |
|---|---|---|
| EGO | Eldorado Gold Corporation | 8 investors, James Luke, John Hathaway, Konwave Gold Equity Fund |
| DSVSF | Discovery Mining Ltd. | 7 investors, ASA Gold and Precious Metals, Don Durrett, Eric Sprott |
| ELE | Elemental Royalty Corporation | 7 investors, Garrett Goggin, Jordan Rusche, La Mancha Resource Fund |
| GMINF | G Mining Ventures Corp. | 7 investors, ASA Gold and Precious Metals, First Eagle Gold Fund, HoldCo Markets |
| NXE | NexGen Energy Ltd. | 5 investors, Goehring & Rozencwajg Associates, HoldCo Markets, Sprott Inc. |
| CNL | Collective Mining Ltd. | 4 investors, HoldCo Markets, Ned Naylor-Leyland, Terra Capital |
| MAUTF | Montage Gold Corp. | 4 investors, HoldCo Markets, Lundin Family, Terra Capital |
| SLSR | Solaris Resources Inc. | 4 investors, HoldCo Markets, NewGen Asset Management, Sprott Inc. |
| SNWGF | Snowline Gold Corp. | 4 investors, HoldCo Markets, Jeff Clark, Rick Rule |
| AMEGF | American Eagle Gold Corp. | 3 investors, Eric Sprott, HoldCo Markets, Terra Capital |
Similar Portfolios
Terra Capital
14 shared holdings
67% overlap
AMEGF, BADEF, CNL, CPPKF, DSVSF, EGO
HoldCo Markets
12 shared holdings
57% overlap
AMEGF, CNL, CPPKF, DNN, FDMIF, FFMFF
Sprott Inc.
6 shared holdings
29% overlap
DNN, EGO, ELE, ISOU, NXE, SLSR
ASA Gold and Precious Metals
3 shared holdings
14% overlap
DSVSF, GMINF, PDIYF
Lundin Family
3 shared holdings
14% overlap
CPPKF, MAUTF, NGXXF
Filing Timeline
- Mar 31, 2026AMEGFAmerican Eagle Gold Corp.
Q1 2026 disclosed holding (AE) Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint) - Mar 31, 2026BADEFHercules Metals Corp.
Q1 2026 disclosed holding (BIG) Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint) - Mar 31, 2026CNLCollective Mining Ltd.
Q1 2026 disclosed holding (CNL) Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint) - Mar 31, 2026CPPKFFaraday Copper Corp.
Q1 2026 disclosed holding (FDY) Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint) - Mar 31, 2026DNNDenison Mines Corp.
Q1 2026 disclosed holding (DML) Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint) - Mar 31, 2026DSVSFDiscovery Mining Ltd.
Q1 2026 disclosed holding (DSV). Source listed Discovery Silver; same issuer renamed Discovery Mining Ltd. 2026-06-29. Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint) - Mar 31, 2026EGOEldorado Gold Corporation
Q1 2026 disclosed holding was Foran Mining (TSX:FOM), not Eldorado Gold. Eldorado closed the Foran acquisition 2026-04-14 and Foran delisted 2026-04-15; EGO is the listed successor. Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint) - Mar 31, 2026ELEElemental Royalty Corporation
Q1 2026 disclosed holding (ELE) Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint) - Mar 31, 2026FDMIFFounders Metals Inc.
Q1 2026 disclosed holding (FDR) Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint) - Mar 31, 2026FFMFFFireFly Metals Ltd.
Q1 2026 disclosed holding (FFM) Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint) - Mar 31, 2026GGPSFGreatland Resources Limited
Q1 2026 disclosed holding (GGP) Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint) - Mar 31, 2026GLATFGlobal Atomic Corporation
Q1 2026 disclosed holding (GLO) Unsized. Do not invent %.
Fund HoldingCorporate disclosure · Fund Disclosure Q1 2026 (UNVERIFIED public reprint)
Notable disclosed positions from fund fact sheets and public statements.