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Feynman Point Asset Management LLC
Q2 2026 13F filing
Updated 27 days ago28 disclosed positions worth $54.7M
Portfolio value
$54.7M
Total holdings
28
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A ROBOSTRATEGY INC | $13.1M | 329.2K | 23.91% | — |
| 2 | ? N/A REAL ASSET ACQUISITION CORP | $5.3M | 490.4K | 9.68% | — |
| 3 | C CEPO CANTOR EQUITY PARTNERS I INC | $4.4M | 500.0K | 8.07% | — |
| 4 | F FGRS FIGURE TECHNOLOGY SOLUTIO | $4.1M | 134.0K | 7.52% | — |
| 5 | N NBIS NEBIUS GROUP N.V. | $3.8M | 13.8K | 6.94% | — |
| 6 | H HIVE HIVE DIGITAL TECHNOLOGIES LT | $3.1M | 860.0K | 5.72% | — |
| 7 | M MRVL MARVELL TECHNOLOGY INC | $2.2M | 7.4K | 4.05% | — |
| 8 | S SHAZW SHARONAI HOLDINGS INC | $2M | 23.7K | 3.67% | — |
| 9 | K KLAC KLA CORP | $1.6M | 5.5K | 3.00% | — |
| 10 | A ASMLF ASML HLDG NV | $1.6M | 800 | 2.91% | — |
| 11 | T TLN TALEN ENERGY CORP | $1.4M | 3.6K | 2.52% | — |
| 12 | G GLXY GALAXY DIGITAL INC. | $1.3M | 47.1K | 2.35% | — |
| 13 | C CIFR CIPHER DIGITAL INC | $1.2M | 50.4K | 2.25% | — |
| 14 | A APLD APPLIED DIGITAL CORP | $1.2M | 32.1K | 2.19% | — |
| 15 | C CORZR CORE SCIENTIFIC INC NEW | $1.1M | 43.0K | 2.01% | — |
| 16 | I IREN IREN LIMITED | $1.1M | 24.0K | 2.01% | — |
| 17 | A APH AMPHENOL CORP | $1.1M | 6.0K | 1.93% | — |
| 18 | B BRUNW BOOST RUN INC | $1M | 26.7K | 1.89% | — |
| 19 | P POET POET TECHNOLOGIES INC | $884K | 86.0K | 1.61% | — |
| 20 | S SPCX SPACE EXPLORATION TECHN CORP | $854K | 5.0K | 1.56% | — |
| 21 | N NUAIW NEW ERA ENERGY & DIGITAL INC | $558K | 87.4K | 1.02% | — |
| 22 | A AMTM AMENTUM HOLDINGS INC | $498K | 24.1K | 0.91% | — |
| 23 | M MU MICRON TECHNOLOGY INC | $462K | 400 | 0.84% | — |
| 24 | I INTC INTEL CORP | $419K | 3.0K | 0.77% | — |
| 25 | B BESS-WT BIMERGEN ENERGY CORP | $337K | 82.9K | 0.62% | — |
| 26 | ? N/A SkyAI Inc | $16K | 552.1K | 0.03% | — |
| 27 | B BNCWW CEA INDUSTRIES INC | $8K | 198.0K | 0.01% | — |
| 28 | Q QQQ INVESCO QQQ TR | $4K | 6 | 0.01% | — |