New York, NYCIK 10864164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Terawulf Inc | 6.33M | $72.67M | 27.7% | −525.0K | Reduced |
| 2 | Echostar Corp | 400.0K | $43.48M | 16.6% | +37.5K | Added |
| 3 | Warner Bros Discovery Inc | 850.0K | $24.50M | 9.3% | +850.0K | New |
| 4 | Energy Vault Holdings Inc |
| 5.08M |
| $23.40M |
| 8.9% |
| −175.0K |
| Reduced |
| 5 | Core Scientific Inc New | 1.18M | $17.11M | 6.5% | +425.0K | Added |
| 6 | Nebius Group N.V. | 200.0K | $16.74M | 6.4% | −62.5K | Reduced |
| 7 | Peloton Interactive Inc | 2.00M | $12.32M | 4.7% | +1.63M | Added |
| 8 | Willow Lane Acquisition Corp | 700.0K | $8.85M | 3.4% | +115.0K | Added |
| 9 | Enviri Corp | 375.0K | $6.72M | 2.6% | +375.0K | New |
| 10 | Commscope Hldg Co Inc | 250.0K | $4.53M | 1.7% | 0 | Held |
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