Themes Lithium & Battery Metal Miners ETF (LIMI) is an ETF managed by Independent / Boutique. Its largest position is PLS GROUP LTD. (PLS), representing 10.72% of fund assets.
Themes Lithium & Battery Metal Miners ETF Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LIMI
- Type:
- ETF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 27, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
PLS GROUP LTD.
|
10.72% | $312,450.07 | 88,449 |
|
-
ALBEMARLE CORP
|
8.59% | $250,264.82 | 1,394 |
|
-
GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD.
|
6.06% | $176,563.50 | 26,516 |
|
-
TIANQI LITHIUM CORP.
|
4.74% | $138,133.81 | 17,200 |
|
-
GANFENG LITHIUM GROUP CO LTD.
|
4.32% | $125,939.90 | 11,100 |
|
-
LIONTOWN LTD.
|
4.07% | $118,535.99 | 101,061 |
|
-
ZHEJIANG HUAYOU COBALT CO. LTD
|
4.03% | $117,320.58 | 13,800 |
|
-
IGO LTD
|
3.64% | $105,939.09 | 19,560 |
|
-
Elevance Health, Inc.
|
3.28% | $95,431.29 | 16,545 |
|
-
GEM CO LTD.
|
2.78% | $80,862.16 | 70,800 |
|
-
LITHIUM AMERICAS CORP.
|
2.77% | $80,598.63 | 20,275 |
|
-
APPLIED MATERIALS INC /DE
|
2.70% | $78,736.79 | 465,794 |
|
-
BEIJING EASPRING M
|
2.55% | $74,346.43 | 10,000 |
|
-
ABERDEEN INTERMEDIATE INCOME FUND
|
2.42% | $70,610.53 | 1,909 |
|
-
ERAMET S.A.
|
2.37% | $69,169.29 | 1,185 |
|
-
Lithium Argentina AG
|
2.34% | $68,050.25 | 10,179 |
|
-
APPLIED MATERIALS INC /DE
|
2.27% | $66,251.70 | 6,000 |
|
-
SHANGHAI PUTAILAI NEW ENERGY TECHNOLOGY GROUP CO. LTD.
|
2.08% | $60,643.58 | 13,100 |
|
-
XIAMEN TUNGSTEN CO LTD.
|
2.07% | $60,384.76 | 7,500 |
|
-
CAPCHEM
|
1.93% | $56,253.15 | 6,900 |
|
-
APPLIED MATERIALS INC /DE
|
1.73% | $50,308.03 | 985,344 |
|
-
CENTENE CORP
|
1.68% | $48,887.93 | 42,505 |
|
-
APPLIED MATERIALS INC /DE
|
1.66% | $48,412.22 | 610,154 |
|
-
CHEMICAL & MINING CO OF CHILE INC
|
1.47% | $42,817.26 | 529 |
|
-
SICHUAN YAHUA INDUSTRIAL GROUP CO LTD.
|
1.42% | $41,307.43 | 12,300 |
|
-
APPLIED MATERIALS INC /DE
|
1.41% | $40,958.38 | 9,044 |
|
-
STANDARD LITHIUM LTD.
|
1.34% | $39,024.50 | 10,901 |
|
-
APPLIED MATERIALS INC /DE
|
1.26% | $36,636.46 | 13,100 |
|
-
PMET RESOURCES INC
|
1.23% | $35,916.41 | 11,253 |
|
-
NINGBO SHANSHAN CO LTD.
|
1.21% | $35,344.66 | 18,400 |
|
-
APPLIED MATERIALS INC /DE
|
1.05% | $30,617.10 | 31,361 |
|
-
INFINITY NATURAL RESOURCES, INC.
|
0.98% | $28,559.85 | 318,416 |
|
-
AFFILIATED MANAGERS GROUP, INC.
|
0.95% | $27,604.19 | 702 |
|
-
APPLIED MATERIALS INC /DE
|
0.94% | $27,442.44 | 58,065 |
|
-
Sigma Lithium Corp
|
0.87% | $25,398.07 | 2,071 |
|
-
APPLIED MATERIALS INC /DE
|
0.80% | $23,416.77 | 364,944 |
|
-
APPLIED MATERIALS INC /DE
|
0.79% | $22,927.20 | 10,417 |
|
-
Atlas Lithium Corp
|
0.65% | $19,018.20 | 4,372 |
|
-
APPLIED MATERIALS INC /DE
|
0.63% | $18,269.59 | 2,100 |
|
-
Q2 Holdings, Inc.
|
0.56% | $16,268.35 | 10,526 |
|
-
APPLIED MATERIALS INC /DE
|
0.50% | $14,653.50 | 163,373 |
|
-
Life Time Group Holdings, Inc.
|
0.33% | $9,535.48 | 11,054 |
|
-
FIRST AMERICAN TREASURY OBLIGA
|
0.29% | $8,495.43 | 8,495 |
|
-
Largo Inc.
|
0.20% | $5,879.49 | 5,144 |
|
-
Li Auto Inc.
|
0.20% | $5,875.75 | 14,596 |
|
-
APPLIED MATERIALS INC /DE
|
0.07% | $2,134.83 | 123,767 |
|
-
APPLIED MATERIALS INC /DE
|
0.00% | $0.00 | 2,024 |
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