Beartown Capital Management, LLC
Top Portfolio Positions
32 positions ·
$200,165,093 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WULF |
Terawulf Inc.
Financial Services
|
2,075,000 | $29,942,250 | 14.96% | |
| CLSK |
Cleanspark, Inc.
Financial Services
|
3,250,000 | $27,657,500 | 13.82% | |
| CORZ |
Core Scientific, Inc./tx
Technology
|
1,450,000 | $21,692,000 | 10.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
30,000 | $19,510,200 | 9.75% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
120,000 | $12,451,200 | 6.22% | |
| SATS |
EchoStar CORP
Communication Services
|
100,000 | $11,707,000 | 5.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
20,000 | $11,543,600 | 5.77% | |
| HUT |
Hut 8 Corp.
Financial Services
|
205,000 | $9,616,550 | 4.80% | |
| BTDR |
Bitdeer Technologies Group
Technology
|
1,000,000 | $8,650,000 | 4.32% | |
| VISN |
Vistance Networks, Inc.
Technology
|
400,000 | $7,280,000 | 3.64% |
Portfolio Trend
2 quarters · across all stocks
Holdings in LMNR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $162,825 | 12,892 | Shares | Sole | 2026-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||