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Clearfield Capital Management LP

Q2 2026 Holdings

Filed 2026-08-14 | 5 holdings | $142.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Bitdeer Technologies Group(BTDR)CL A ORD SHSG11448100$64.9M4,089,07445.5%
Terawulf Inc(WULF)COM88080T104$28.8M1,164,00020.2%
Keel Infrastructure Corp(KEEL)COM SHS486917107$22.9M3,994,85716.1%
Applied Digital Corp(APLD)COM NEW038169207$19.2M514,37913.5%
Cleanspark Inc(CLSK)COM NEW18452B209$6.8M468,4554.8%