Q2 2026 13F filing
Updated 28 days ago69 disclosed positions worth $934.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WULF TERAWULF INC | $218.9M | 8.86M | 23.42% | Added(+136.3%) |
| 2 | W WULF TERAWULF INC | $193.3M | 7.83M | 20.68% | Added(+108.7%) |
| 3 | W WULF TERAWULF INC | $86.5M | 3.50M | 9.25% | Trimmed(-6.7%) |
| 4 | C CORZR CORE SCIENTIFIC INC NEW | $55M | 2.15M | 5.89% | Trimmed(-31.8%) |
| 5 | E ETHA ISHARES TR | $37.6M | 125.0K | 4.02% | Unchanged |
| 6 | C CORZR CORE SCIENTIFIC INC NEW | $32M | 1.25M | 3.42% | Trimmed(-60.3%) |
| 7 | N NRGV ENERGY VAULT HOLDINGS INC | $29.1M | 6.17M | 3.11% | Added(+394.0%) |
| 8 | H HUT HUT 8 CORP | $20.2M | 175.0K | 2.16% | Trimmed(-30.0%) |
| 9 | E ECHO ECHOSTAR CORP | $17.8M | 175.0K | 1.90% | Added(+40.0%) |
| 10 | P PEGA PELOTON INTERACTIVE INC | $17.7M | 3.00M | 1.90% | Added(+4.3%) |
| 11 | W WMT WARNER BROS DISCOVERY INC | $16.7M | 625.0K | 1.78% | — |
| 12 | S SHAZW SHARONAI HOLDINGS INC | $16.5M | 195.0K | 1.77% | Added(+1200.0%) |
| 13 | P PEGA PELOTON INTERACTIVE INC | $16.3M | 2.75M | 1.74% | Trimmed(-4.3%) |
| 14 | B BRUNW BOOST RUN INC | $13.3M | 342.5K | 1.42% | — |
| 15 | C CORZR CORE SCIENTIFIC INC NEW | $12.8M | 500.0K | 1.37% | Trimmed(-84.1%) |
| 16 | N NRGV ENERGY VAULT HOLDINGS INC | $11.2M | 2.38M | 1.20% | Added(+90.0%) |
| 17 | I IBIT ISHARES BITCOIN TRUST ETF | $10M | 300.0K | 1.07% | Trimmed(-25.0%) |
| 18 | M MSFT MICROSOFT CORP | $9.3M | 25.0K | 1.00% | — |
| 19 | B BRUNW BOOST RUN INC | $8.7M | 225.0K | 0.93% | — |
| 20 | E ECHO ECHOSTAR CORP | $7.6M | 75.0K | 0.81% | Trimmed(-40.0%) |
| 21 | A ABR-PF ARBOR REALTY TRUST INC | $7.5M | 1.38M | 0.80% | — |
| 22 | H HUT HUT 8 CORP | $7.2M | 62.5K | 0.77% | Trimmed(-75.0%) |
| 23 | P PRMB PRIMO BRANDS CORPORATION | $6.1M | 250.0K | 0.65% | Unchanged |
| 24 | A APOS APOLLO GLOBAL MGMT INC | $5.9M | 50.0K | 0.63% | Unchanged |
| 25 | N NOMD NOMAD FOODS LTD | $5.5M | 500.0K | 0.59% | Added(+100.0%) |
| 26 | P PS PERSHING SQUARE INC | $5.1M | 155.0K | 0.54% | — |
| 27 | B BRUNW BOOST RUN INC | $4.9M | 125.0K | 0.52% | — |
| 28 | G GLXY GALAXY DIGITAL INC. | $4.8M | 175.0K | 0.51% | — |
| 29 | ? N/A VIA TRANSN INC | $4.5M | 250.0K | 0.49% | Unchanged |
| 30 | N NXNVW NEXTNAV INC | $4.5M | 250.0K | 0.48% | — |
| 31 | C CTEV CLARITEV CORPORATION | $4.3M | 125.0K | 0.46% | Added(+41.2%) |
| 32 | B BTDR BITDEER TECHNOLOGIES GROUP | $4M | 250.0K | 0.42% | Unchanged |
| 33 | P PSUS PERSHING SQUARE USA LTD | $3.7M | 100.0K | 0.40% | — |
| 34 | C CLNN CLENE INC | $3.7M | 600.0K | 0.40% | Added(+100.0%) |
| 35 | C CEG CLEANSPARK INC | $3.6M | 250.0K | 0.39% | Trimmed(-66.7%) |
| 36 | F FRMI FERMI INC | $3.4M | 375.0K | 0.37% | — |
| 37 | G GPCR STRUCTURE THERAPEUTICS INC | $2.7M | 50.0K | 0.29% | — |
| 38 | S SHAZW SHARONAI HOLDINGS INC | $2.1M | 25.0K | 0.23% | Added(+66.7%) |
| 39 | ? N/A AZUL S A | $1.9M | 210.2K | 0.20% | — |
| 40 | ? N/A METALS RTY CO INC | $1.8M | 255.0K | 0.19% | — |
| 41 | H HIVE HIVE DIGITAL TECHNOLOGIES LT | $1.8M | 500.0K | 0.19% | — |
| 42 | C CEG CLEANSPARK INC | $1.5M | 100.0K | 0.16% | Trimmed(-86.7%) |
| 43 | G GLAS GLASS HOUSE BRANDS INC | $1.3M | 101.2K | 0.13% | — |
| 44 | T TBCH TURTLE BEACH CORP | $1.2M | 100.0K | 0.13% | — |
| 45 | ? N/A SKYAI INC | $1.1M | 1.00M | 0.12% | Unchanged |
| 46 | ? N/A ADVISORSHARES TR | $1M | 200.0K | 0.11% | Trimmed(-46.7%) |
| 47 | L LENZ LENZ THERAPEUTICS INC | $994K | 175.0K | 0.11% | Added(+40.0%) |
| 48 | D DLR-PJ DIGITAL RLTY TR INC | $898K | 5.0K | 0.10% | — |
| 49 | B BTDR BITDEER TECHNOLOGIES GROUP | $794K | 50.0K | 0.08% | Trimmed(-80.0%) |
| 50 | I IONQ-WT IONQ INC | $666K | 12.5K | 0.07% | — |