| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Bloom Energy Corp(BE) | 6,485,408 | $878.7M | 6.42% |
| 2 | Sandisk Corp(SNDK) | 1,140,119 | $724.4M | 5.30% |
| 3 | Coreweave Inc(CRWV) | 7,177,919 | $556.1M | 4.07% |
| 4 | Iren Limited(IREN) | 11,698,835 | $401.0M | 2.93% |
| 5 | Core Scientific Inc New(CORZ) | 26,008,473 | $389.1M | 2.84% |
| 6 | Applied Digital Corp(APLD) | 13,478,438 | $320.0M | 2.34% |
| 7 | Riot Platforms Inc(RIOT) | 11,502,137 | $142.2M | 1.04% |
| 8 | Cleanspark Inc(CLSK) | 12,276,139 | $104.5M | 0.76% |
| 9 | Solaris Energy Infras Inc(SEI) | 1,105,551 | $62.5M | 0.46% |
| 10 | T1 Energy Inc(TE) | 10,000,000 | $43.9M | 0.32% |
Latest filing, equity positions only