DSC Meridian Capital LP
Top Portfolio Positions
11 positions ·
$180,116,989 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CORZ |
Core Scientific, Inc./tx
Technology
|
3,280,252 | $49,072,569 | 27.24% | |
| AERO |
Grupo Aeromexico, S.A.B. de C.V.
Industrials
|
2,851,895 | $39,955,048 | 22.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
45,000 | $29,265,300 | 16.25% | |
| VST |
Vistra Corp.
Utilities
|
99,349 | $14,935,135 | 8.29% | |
| WULF |
Terawulf Inc.
Financial Services
|
900,000 | $12,987,000 | 7.21% | |
| TECK |
Teck Resources Ltd
Basic Materials
|
197,440 | $10,217,520 | 5.67% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
659,400 | $9,396,450 | 5.22% | |
| EA |
Electronic Arts Inc.
Communication Services
|
20,700 | $4,220,109 | 2.34% | |
| GTN |
Gray Media, Inc
Communication Services
|
939,714 | $4,078,358 | 2.26% | |
| SMCI |
Super Micro Computer, Inc.
Technology
|
150,000 | $3,415,500 | 1.90% |
Portfolio Trend
10 quarters · across all stocks
Holdings in WULF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,987,000 | 900,000 | Put | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||