CLSKW · Cleanspark, Inc. · Holdings
One customer — 100% of revenue (the nine months ended June 30, 2026)
“The Company has one mining pool operator (Foundry Digital) that represented 100% of revenue for the nine months ended June 30, 2026 and 2025. Revenues from Foundry Digital represented 100% of the Company's total revenues for each of those years, as all bitcoin mining rewards are received through the Foundry mining pool.”
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Superinvestors Holding CLSKW
All superinvestors →Holder Concentration
Across 2 13F filers · Δ vs Jun 30, 2026Who Holds CLSKW
Last 8 quarters through Sep 30, 2026 (filing window open)Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter: 12 filers, like-for-like change +5.8%; actively managed books +6.8%; index-like books 0.0%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 31.1% | 4 | 0.0% |
| Adviser | 1.8% | 1 | new |
| Bank | 5.1% | 2 | +213.3% |
| Broker-dealer | 0.0% | 0 | -100.0% |
| Holding company | 10.3% | 1 | 0.0% |
| Unknown | 51.6% | 4 | +9.2% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 10.3% | 1 | 0.0% |
| Systematic-like | 0.0% | 0 | -100.0% |
| Concentrated | 40.2% | 5 | +13.8% |
| Diversified active | 46.2% | 5 | +8.0% |
| Unknown | 3.3% | 1 | 0.0% |
| Not measured | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 13.6% | 2 | -23.2% |
| Medium turnover | 56.8% | 7 | +10.2% |
| High turnover | 29.5% | 3 | +17.2% |
| Unknown | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 17.5% | 3 | +21.1% |
| Medium horizon | 35.8% | 4 | +5.4% |
| Long horizon | 46.7% | 5 | +7.9% |
| Unknown | 0.0% | 0 | -100.0% |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 36.3% | 5 | -5.9% |
| $1B to $10B | 17.0% | 2 | +34.4% |
| $10B to $100B | 14.7% | 2 | -2.7% |
| $100B or more | 32.0% | 3 | +13.7% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Pooled investment vehicles | 27.9% | 3 | 0.0% |
| Pension and profit sharing plans | 3.3% | 1 | 0.0% |
| Registered funds and BDCs | 0.0% | 0 | — |
| Unknown | 68.9% | 8 | +8.6% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 27.9% | 3 | 0.0% |
| Private equity funds | 3.3% | 1 | 0.0% |
| Other private funds | 0.0% | 0 | — |
| Unknown | 68.9% | 8 | +8.6% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 93.1% | 9 | +0.2% |
| Outside the US | 6.9% | 3 | +326.1% |
The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
12 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Shared Holders
Companies CLSKW's active holders also own, quarter ended Jun 30, 2026| # | Company | Shared holders |
|---|---|---|
| 1 | HIVE HIVE Digital Technologies Ltd. | 9 |
| 2 | CORZ Core Scientific, Inc. | 16 |
| 3 | KEEL Keel Infrastructure Corp. | 8 |
| 4 | IREN IREN Ltd | 15 |
| 5 | CIFR Cipher Digital Inc. | 11 |
| 6 | WULF Terawulf Inc. | 12 |
| 7 | SHAZ SharonAI Holdings Inc. | 6 |
| 8 | RIOT Riot Platforms, Inc. | 8 |
| 9 | BTDR Bitdeer Technologies Group | 7 |
| 10 | GLXY Galaxy Digital Inc. | 7 |
Shareholder Targets
13F filers that own its peers but not CLSKW, quarter ended Jun 30, 2026Found through its holder-overlap peers: HIVE, CORZ, KEEL, IREN, CIFR, WULF, SHAZ, RIOT, BTDR, GLXY, HUT, ORBS, NRGV, APLD, CRWV, CAR, WMG, FPS, BRUN, COIN. 1,823 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | Magnetar Financial LLC Registered adviser, Concentrated | $5,203,713,039 4 held | CRWV, BRUN, WMG |
| 2 | NVIDIA CORP Unknown, Concentrated | $4,699,617,157 1 held | CRWV |
| 3 | Value Aligned Research Advisors, LLC Registered adviser, Diversified active | $3,033,254,218 11 held | CRWV, IREN, WULF |
| 4 | SRS Investment Management, LLC Registered adviser, Concentrated | $2,692,252,286 2 held | CAR, HUT |
| 5 | COATUE MANAGEMENT LLC Registered adviser, Concentrated | $2,266,810,600 2 held | FPS, HUT |
| 6 | TWO SIGMA INVESTMENTS, LP Registered adviser, Systematic-like | $1,783,800,526 16 held | APLD, CRWV, WULF |
| 7 | LONE PINE CAPITAL LLC Registered adviser, Diversified active | $1,476,674,960 4 held | HUT, WULF, BTDR |
| 8 | NORGES BANK Non-US, Index-like | $1,448,980,327 11 held | CRWV, COIN, IREN |
| 9 | V3 Holding Ltd Unknown, Unknown | $1,428,759,003 1 held | CIFR |
| 10 | Alyeska Investment Group, L.P. Registered adviser, Systematic-like | $1,165,238,144 6 held | CRWV, CORZ, IREN |
Quarterly Activity
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
Top New Positions
vs Jun 30, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small SANDERS MORRIS HARRIS LLC | 11,750 | $2,762 |
Top Sold-Out Positions
vs Jun 30, 2026| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Micro DUPONT CAPITAL MANAGEMENT CORP Registered adviser CLSKW | $2,938 | 51.54% | 12,500 | Shares | 2026-10-23 | |
| Small SANDERS MORRIS HARRIS LLC Broker-dealer CLSKW | $2,762 | 48.46% | 11,750 | Shares | 2026-10-14 |