Q1 2026 Holdings
Filed 2026-04-28 | 204 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Terawulf Inc(WULF) | COM | 88080T104 | $36.1M | 2,501,589 | 3.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $37.2M | 213,085 | 3.1% |
| Matador Resources Co(MTDR) | COM | 576485205 | $38.4M | 607,264 | 3.2% |
| Texas Pacific Land Corporation(TPL) | COM | 88262P102 | $50.0M | 105,315 | 4.1% |