Quarter snapshot

Situational Awareness

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

history	Ticker	Change	% of portfolio	Shares	Value
≡	BE	NEW	22.37%	10,076,022	$875,505,552
≡	LITE	NEW	12.23%	1,298,400	$478,577,256
≡	CRWV	NEW	11.16%	6,098,812	$436,735,927
≡	CORZ	NEW	10.7%	28,756,478	$418,694,320
≡	IREN	NEW	8.4%	8,700,621	$328,622,455
≡	APLD	NEW	7.1%	11,339,060	$278,033,751
≡	SNDK	NEW	6.39%	1,054,200	$250,245,996
≡	CIFR	NEW	3.95%	10,469,093	$154,523,813
≡	EQT	NEW	3.4%	2,482,225	$133,047,260
≡	COHR	NEW	2.27%	480,300	$88,648,971
≡	SEI	NEW	2.19%	1,866,500	$85,803,005
≡	TSEM	NEW	2.17%	723,004	$84,895,130
≡	RIOT	NEW	2.0%	6,167,700	$78,144,759
≡	KRC	NEW	1.27%	1,327,700	$49,616,149
≡	HUT	NEW	1.01%	860,200	$39,517,588
≡	WYFI	NEW	0.71%	1,757,600	$27,770,080
≡	PSIX	NEW	0.63%	432,300	$24,701,622
≡	BTDR	NEW	0.51%	1,788,000	$20,043,480
≡	CLSK	NEW	0.42%	1,640,400	$16,600,848
≡	Unmapped CUSIP	NEW	0.41%	6,897,100	$16,208,185
≡	LBRT	NEW	0.27%	567,200	$10,470,512
≡	PUMP	NEW	0.22%	910,300	$8,656,953
≡	BW	NEW	0.22%	1,353,900	$8,583,726
≡	INTC	NEW	0.0%	1	$37

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