Institutional Fund
Beartown Capital Management, LLC
Huntington Woods, MICIK 18771622 filings on record
Portfolio Value
$126.75M
Q1 2026
Holdings
30
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-0.9%
from $127.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Terawulf Inc17.9%
- Cleanspark Inc10.4%
- Core Scientific Inc New10.0%
- Echostar Corp7.4%
- Nebius Group N.V.7.4%
- Hut 8 Corp6.7%
- Other40.2%
Portfolio Holdings
30 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Terawulf Inc | 1.57M | $22.73M | 17.9% | −425.0K | Reduced |
| 2 | Cleanspark Inc | 1.55M | $13.19M | 10.4% | +1.55M | New |
| 3 | Core Scientific Inc New | 850.0K | $12.72M | 10.0% | +50.0K | Added |
| 4 | Echostar Corp | 80.0K | $9.37M | 7.4% | −70.0K | Reduced |
| 5 | Nebius Group N.V. | 90.0K | $9.34M | 7.4% | −45.0K | Reduced |
| 6 | Hut 8 Corp | 180.0K | $8.44M | 6.7% | −80.0K | Reduced |
| 7 | Enviri Corp | 422.4K | $8.29M | 6.5% | 0 | Held |
| 8 | Commscope Hldg Co Inc | 400.0K | $7.28M | 5.7% | 0 | Held |
| 9 | Cipher Mining Inc | 400.0K | $5.15M | 4.1% | +400.0K | New |
| 10 | Porch Group Inc | 650.0K | $4.66M | 3.7% | +200.0K | Added |
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