Back to funds
View filing
Beartown Capital Management, LLC
hedge fundUpdated 28 days agoManaged by Beartown Capital Management, Llc • Latest filing Q2 2026
Portfolio value
$227.4M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
99.1%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $138.4M |
| Q1 2026 | $208.6M |
| Q2 2026 | $227.4M |
Top holdings
41 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WULF TERAWULF INC | $37M | 1.50M | 16.29% | — |
| 2 | E ECHO ECHOSTAR CORP | $21.3M | 210.0K | 9.37% | — |
| 3 | G GLXY GALAXY DIGITAL INC. | $20.5M | 750.0K | 9.02% | — |
| 4 | H HUT HUT 8 CORP | $19.6M | 170.0K | 8.63% | — |
| 5 | C CORZR CORE SCIENTIFIC INC NEW | $19.2M | 750.0K | 8.44% | — |
| 6 | C CEG CLEANSPARK INC | $10.9M | 750.0K | 4.80% | — |
| 7 | P PLPC PORCH GROUP INC | $10.1M | 670.0K | 4.43% | — |
| 8 | V VISN VISTANCE NETWORKS INC | $9.6M | 750.0K | 4.21% | — |
| 9 | B BTDR BITDEER TECHNOLOGIES GROUP | $7.9M | 500.0K | 3.49% | — |
| 10 | A ATEX ANTERIX INC | $7.7M | 75.0K | 3.39% | — |
| 11 | N NRGV ENERGY VAULT HOLDINGS INC | $6.6M | 1.40M | 2.90% | — |
| 12 | I IMAX IMAX CORP | $4.4M | 110.0K | 1.93% | — |
| 13 | H HNRG HALLADOR ENERGY COMPANY | $3.5M | 200.0K | 1.53% | — |
| 14 | M MNST MONRO INC | $3.4M | 200.0K | 1.50% | — |
| 15 | J JLL ZIFF DAVIS INC | $3.4M | 65.0K | 1.50% | — |
| 16 | I INMD INMODE LTD | $3.3M | 225.0K | 1.45% | — |
| 17 | C CBNA CHAIN BRIDGE BANCORP INC | $3.2M | 75.8K | 1.40% | — |
| 18 | S SHAZW SHARONAI HOLDINGS INC | $3.1M | 37.0K | 1.38% | — |
| 19 | H HIVE HIVE DIGITAL TECHNOLOGIES LT | $2.9M | 800.0K | 1.28% | — |
| 20 | K KNOP KNOT OFFSHORE PARTNERS LP | $2.8M | 283.0K | 1.24% | — |