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CIK 0002045724 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLIED DIGITAL CORP | COM NEW | $278.0M | 5.0%Prev: 3.4% | 11,339,060 SH | Increased+5,274,905 SH |
| BABCOCK & WILCOX ENTERPRISES | COM | $8.6M | 0.2% | 1,353,900 SH | New |
| BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | $20.0M | 0.4%Prev: 0.4% | 1,788,000 SH | Increased+858,400 SH |
| BITFARMS LTD | COM | $16.2M | 0.3% | 6,897,100 SH | New |
| BLOOM ENERGY CORP | COM CL A | $911.0M | 16.5%Prev: 1.4% | 10,484,522 SH | Increased+7,290,720 SH |
| CIPHER MINING INC | COM | $154.5M | 2.8%Prev: 1.7% | 10,469,093 SH | Increased+4,728,600 SH |
| CLEANSPARK INC | COM NEW | $16.6M | 0.3% | 1,640,400 SH | New |
| COHERENT CORP | COM | $88.6M | 1.6%Prev: 0.4% | 480,300 SH | Increased+325,900 SH |
| CORE SCIENTIFIC INC NEW | COM | $418.7M | 7.6%Prev: 8.7% | 28,756,478 SH | Increased+8,575,944 SH |
| COREWEAVE INC | COM CL A | $1.21B | 22.0%Prev: 25.9% | 16,913,312 SH | Increased+9,083,356 SH |
| EQT CORP | COM | $170.6M | 3.1%Prev: 1.6% | 3,182,225 SH | Increased+1,964,839 SH |
| HUT 8 CORP | COM | $39.5M | 0.7%Prev: 0.5% | 860,200 SH | Increased+261,200 SH |
| INFOSYS LTD | SPONSORED ADR | $8.9M | 0.2% | 500,000 SH | New |
| INTEL CORP | COM | $746.8M | 13.5%Prev: 16.4% | 20,237,401 SH | Increased+1 SH |
| IREN LIMITED | ORDINARY SHARES | $328.6M | 6.0%Prev: 8.2% | 8,700,621 SH | Decreased+1,480,200 SH |
| KILROY RLTY CORP | COM | $49.6M | 0.9% | 1,327,700 SH | New |
| LIBERTY ENERGY INC | COM CL A | $10.5M | 0.2% | 567,200 SH | New |
| LUMENTUM HLDGS INC | COM | $478.6M | 8.7%Prev: 1.6% | 1,298,400 SH | Increased+880,800 SH |
| POWER SOLUTIONS INTL INC | COM NEW | $24.7M | 0.4% | 432,300 SH | New |
| PROPETRO HLDG CORP | COM | $8.7M | 0.2% | 910,300 SH | New |
| RIOT PLATFORMS INC | COM | $78.1M | 1.4%Prev: 1.7% | 6,167,700 SH | Increased+2,575,001 SH |
| SANDISK CORP | COM | $250.2M | 4.5%Prev: 0.3% | 1,054,200 SH | Increased+939,200 SH |
| SOLARIS ENERGY INFRAS INC | COM CL A | $85.8M | 1.6%Prev: 1.1% | 1,866,500 SH | Increased+716,200 SH |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $84.9M | 1.5%Prev: 0.8% | 723,004 SH | Increased+252,404 SH |
| WHITEFIBER INC | SHS | $27.8M | 0.5% | 1,757,600 SH | New |
| 13F-HR |
| 0000935836-26-000418 |
| $20.24B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0002045724-25-000006 | $2.12B | View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0002045724-26-000008 | $13.68B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0002045724-25-000002 | $1.01B | View |