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CIK 0001643569 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLIED DIGITAL CORP | COM NEW | $12.6M | 5.7%Prev: 7.5% | 514,379 SH | Increased-35,100 SH |
| BITFARMS LTD | COM | $2.5M | 1.1% | 1,050,300 SH | New |
| CANAAN INC | SPONSORED ADS | $2.3M | 1.0% | 3,373,430 SH | New |
| CIPHER MINING INC | COM | $5.4M | 2.4% | 366,000 SH | New |
| CLEANSPARK INC | COM NEW | $13.5M | 6.1% | 1,333,600 SH | New |
| CONSTELLATION ENERGY CORP | COM | $9.0M | 4.0%Prev: 6.0% | 25,400 SH | Decreased-5,300 SH |
| CORE SCIENTIFIC INC NEW | COM | $39.3M | 17.6% | 2,696,900 SH | New |
| DELTA AIR LINES INC DEL | COM NEW | $14.4M | 6.5%Prev: 10.1% | 207,700 SH | Decreased-88,800 SH |
| EVERUS CONSTR GROUP | COM | $16.9M | 7.6%Prev: 11.6% | 197,700 SH | Decreased-27,900 SH |
| LESLIES INC | COM | $316K | 0.1%Prev: 0.1% | 191,575 SH | Increased+160,703 SH |
| RIOT PLATFORMS INC | COM | $5.1M | 2.3% | 402,400 SH | New |
| TALEN ENERGY CORP | COM | $14.7M | 6.6%Prev: 11.6% | 39,100 SH | Decreased-6,400 SH |
| TERAWULF INC | COM | $1.3M | 0.6% | 111,700 SH | New |
| UNITED AIRLS HLDGS INC | COM | $26.2M | 11.7%Prev: 21.4% | 234,000 SH | Decreased-135,700 SH |
| US FOODS HLDG CORP | COM | $17.5M | 7.8%Prev: 11.6% | 232,200 SH | Decreased-20,000 SH |
| VERTIV HOLDINGS CO | COM CL A | $13.5M | 6.1%Prev: 9.2% | 83,400 SH | Decreased-18,400 SH |
| VISTRA CORP | COM | $7.8M | 3.5%Prev: 6.9% | 48,481 SH | Decreased-10,519 SH |
| WHITEFIBER INC | SHS | $20.8M | 9.3%Prev: 4.1% | 1,313,659 SH | Increased+1,064,177 SH |
| 13F-HR |
| 0001643569-26-000004 |
| $142.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001643569-25-000006 | $129.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001643569-26-000003 | $187.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001643569-25-000003 | $76.2M | View |