Overview
Pure-play lithium mining equities — the producers and developers supplying the battery metal, from established majors to the junior miners with the most leverage to the lithium price.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| PLS | Pilbara Minerals | 9.8% |
| SQM | Sociedad Quimica y Minera | 9.2% |
| ALB | Albemarle Corp. | 8.6% |
| 002460 | Ganfeng Lithium | 7.4% |
| MIN | Mineral Resources | 6.2% |
| LTR | Liontown Resources | 5.4% |
| SGML | Sigma Lithium | 4.8% |
| PMET | Patriot Battery Metals | 4.2% |
| SLI | Standard Lithium | 3.6% |
| 002466 | Tianqi Lithium | 3.4% |
Fund Details
Investment Thesis
Lithium is the one commodity every electrification scenario requires, and LITP owns the companies that dig it up — a far higher-beta exposure than battery-technology funds that dilute the theme with carmakers and electronics. The fund launched almost exactly at the 2023 lithium price peak and endured a brutal drawdown as the market worked through oversupply; the +74% trailing year is what the recovery looks like when spot lithium turns. Sprott's year-end capital-gains distributions produce the unusually high headline yield.
Who It's For
High-conviction investors expressing a view on lithium prices specifically, comfortable with commodity-cycle volatility that regularly exceeds 50% peak-to-trough. A small satellite position for electrification believers — never core ballast.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | -- | -- |
| 2019 | -- | -- |
| 2020 | -- | -- |
| 2021 | -- | -- |
| 2022 | -- | -- |
| 2023 | $16.80 | -- |
| 2024 | $9.24 | -45.0% |
| 2025 | $8.07 | -12.7% |
| Year | Yield |
|---|---|
| 2016 | -- |
| 2017 | -- |
| 2018 | -- |
| 2019 | -- |
| 2020 | -- |
| 2021 | -- |
| 2022 | -- |
| 2023 | 0.00% |
| 2024 | 5.20% |
| 2025 | 8.38% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | -- | -- |
| 2019 | -- | -- |
| 2020 | -- | -- |
| 2021 | -- | -- |
| 2022 | -- | -- |
| 2023 | $25M | -- |
| 2024 | $32M | +28.0% |
| 2025 | $45M | +40.6% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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