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CIK 0001823138 • 6 13F filings • May 15, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABIVAX SA | SPONSORED ADS | $68.1M | 1.3% | 510,990 SH | New |
| ADVISORSHARES TR | PURE US CANN ETF | $11.3M | 0.2% | 2,225,300 SH | New |
| ARBUTUS BIOPHARMA CORP | COM | $91.7M | 1.8%Prev: 0.5% | 19,095,583 SH | Increased+8,652,266 SH |
| BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | $54.2M | 1.1% | 3,417,500 SH | New |
| CALUMET INC | COM | $238.4M | 4.7%Prev: 1.2% | 6,619,708 SH | Increased+2,122,099 SH |
| CIPHER DIGITAL INC | COM | $85.4M | 1.7% | 3,486,600 SH | New |
| CORE SCIENTIFIC INC NEW | *W EXP 01/23/202 | $6.0M | 0.1%Prev: 0.1% | 313,646 SH | Increased-46,839 SH |
| CORE SCIENTIFIC INC NEW | COM | $384.6M | 7.6%Prev: 2.9% | 15,028,509 SH | Increased+4,858,482 SH |
| COREWEAVE INC | COM CL A | $15.2M | 0.3% | 153,139 SH | New |
| DARLING INGREDIENTS INC | COM | $28.2M | 0.6% | 516,527 SH | New |
| ECHOSTAR CORP | CL A | $51.1M | 1.0% | 502,975 SH | New |
| FERMI INC | COM | $3.2M | 0.1% | 352,671 SH | New |
| FIRST SOLAR INC | COM | $141.5M | 2.8%Prev: 7.9% | 599,484 SH | Decreased-2,254,516 SH |
| FTAI AVIATION LTD | SHS | $67.4M | 1.3%Prev: 0.3% | 248,962 SH | Increased+70,118 SH |
| GOLAR LNG LTD | SHS | $73.4M | 1.5%Prev: 0.6% | 1,471,779 SH | Increased+562,424 SH |
| HUT 8 CORP | COM | $18.2M | 0.4% | 158,082 SH | New |
| IMMUNOVANT INC | COM | $121.3M | 2.4%Prev: 0.6% | 3,148,505 SH | Increased+895,733 SH |
| INDIVIOR PHARMACEUTICALS INC | COM | $142.8M | 2.8% | 3,479,493 SH | New |
| IREN LIMITED | ORDINARY SHARES | $6.4M | 0.1%Prev: 0.2% | 140,000 SH | Decreased-831,891 SH |
| LUCID DIAGNOSTICS INC | COM | $6.4M | 0.1% | 6,000,000 SH | New |
| NEKTAR THERAPEUTICS | COM NEW | $215.9M | 4.3% | 3,092,234 SH | New |
| ODYSSEY MARINE EXPL INC | COM NEW | $4.8M | 0.1%Prev: 0.0% | 5,592,985 SH | Increased+4,162,216 SH |
| PAVMED INC | COM | $2.7M | 0.1% | 461,539 SH | New |
| QUANTUM CORP | COM | $27.4M | 0.5% | 2,488,535 SH | New |
| ROIVANT SCIENCES LTD | SHS | $352.4M | 7.0%Prev: 2.0% | 9,957,956 SH | Increased-640,084 SH |
| SABLE OFFSHORE CORP | COM SHS | $25.8M | 0.5%Prev: 0.2% | 8,377,636 SH | Increased+7,935,959 SH |
| SHARONAI HOLDINGS INC | COM CL A | $109.5M | 2.2% | 1,293,753 SH | New |
| SONOS INC | COM | $9.6M | 0.2%Prev: 0.1% | 710,612 SH | Increased+429,570 SH |
| SOTERA HEALTH CO | COM | $103.6M | 2.1%Prev: 0.8% | 5,836,053 SH | Increased+1,815,186 SH |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $35.7M | 0.7% | 208,890 SH | New |
| STAAR SURGICAL CO | COM PAR $0.01 | $30.5M | 0.6% | 1,064,389 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.94B | 38.5% | 2,603,500 SH | New |
| TALEN ENERGY CORP | COM | $194.9M | 3.9%Prev: 1.5% | 507,208 SH | Increased+206,510 SH |
| TERAWULF INC | COM | $103.6M | 2.1%Prev: 0.2% | 4,193,139 SH | Increased+1,906,039 SH |
| UNIQURE NV | SHS | $66.4M | 1.3% | 1,441,410 SH | New |
| USA TODAY CO INC | COM | $120.3M | 2.4% | 14,070,311 SH | New |
| VISTRA CORP | COM | $68.3M | 1.4%Prev: 0.8% | 430,621 SH | Increased+199,364 SH |
| X-ENERGY INC | COM CL A | $18.4M | 0.4% | 1,000,000 SH | New |
| 13F-HR |
| 0001315863-25-000810 |
| $6.23B |
| View |
| Aug 12, 2026 | Q2 2026 | 13F-HR | 0001315863-26-000584 | $5.05B | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001315863-25-000601 | $5.96B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001315863-26-000426 | $7.15B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001315863-25-000402 | $3.17B | View |