StockDriftsStockDriftsTop 4 Clearfield Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BTDR | BITDEER TECHNOLOGIES GROUP | 45.51% | 4.09M | $64.9M | +236.34%(+2.87M) | $11.61(-21.37%) | 2026-06-30 | |
| WULF | TERAWULF INC | 20.17% | 1.16M | $28.8M | +132.80%(+664.00K) | $16.38(+4.55%) | 2026-06-30 | |
| APLD | APPLIED DIGITAL CORP | 13.46% | 514.4K | $19.2M | +0.00%(+0) | $6.37(+366.97%) | 2026-06-30 | |
| CLSK | CLEANSPARK INC | 4.78% | 468.5K | $6.8M | -65.04%(-871.34K) | $12.30(-1.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.58% | +84.17% | +12.71% | +81.92% |
| Top 20 Holdings Unweighted | +28.46% | +111.99% | +14.54% | +97.13% |
Clearfield Capital Management LP reports $142.58M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are BTDR (45.5%), WULF (20.2%) and APLD (13.5%). The top 20 holdings account for 83.92% of reported assets. Its disclosed equity book has returned +84.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Clearfield Capital Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Clearfield Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1643569). View Clearfield Capital Management LP’s 13F filings on SEC