| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| BBITDEER TECHNOLOGIES GROUPBTDR | 45.51% | 5.6% | $64.9M | 4.1M | $10.5M | 1.2M | +2.9M+236.34% | Add | |
| TTERAWULF INC COMWULF | 20.17% | 3.84% | $28.8M | 1.2M | $7.2M | 500,000 | +664,000+132.80% | Add | |
| KKEEL INFRASTRUCTURE CORPKEEL | 16.08% | — | $22.9M | 4.0M | $0 | 0 | +4.0M | New Buy | |
| AAPPLIED DIGITAL CORPAPLD | 13.46% | 6.5% | $19.2M | 514,379 | $12.2M | 514,379 | 00.00% | Unchanged | |
| CCLEANSPARK INCCLSK | 4.78% | 6.07% | $6.8M | 468,455 | $11.4M | 1.3M | -871,343-65.04% | Reduce |
