Q1 2025 Holdings
Filed 2025-05-15 | 5 holdings | $47.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Txnm Energy Inc(TXNM) | COM | 69349H107 | $26.5M | 495,727 | 56.2% |
| Vistra Corp(VST) | COM | 92840M102 | $7.7M | 65,365 | 16.3% |
| HUT 8 Corp(HUT) | COM | 44812J104 | $5.1M | 442,312 | 10.9% |
| Terawulf Inc(WULF) | COM | 88080T104 | $4.1M | 1,497,868 | 8.7% |
| Cipher Mining Inc(CIFR) | COM | 17253J106 | $3.8M | 1,631,927 | 8.0% |