Q3 2025 Holdings
Filed 2025-10-28 | 58 holdings | $700.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bitfarms LTD(BITF) | COM | 09173B107 | $19.8M | 7,033,331 | 2.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $20.2M | 27,462 | 2.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $21.2M | 40,843 | 3.0% |
| Rocket COS Inc(RKT) | COM CL A | 77311W101 | $21.4M | 1,106,003 | 3.1% |
| Iren Limited(IREN) | ORDINARY SHARES | Q4982L109 | $24.1M | 512,993 | 3.4% |
| HUT 8 Corp(HUT) | COM | 44812J104 | $25.1M | 720,587 | 3.6% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $27.0M | 178,980 | 3.9% |
| GE Vernova Inc(GEV) | COM | 36828A101 | $33.5M | 54,439 | 4.8% |