StockDriftsStockDriftsTop 20 Feynman Point Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CEPO | CANTOR EQUITY PARTNERS I INC | 18.07% | 500.0K | $5.3M | +0.00%(+0) | $10.43(+1.39%) | 2026-03-31 | |
| MBAV | M3BRIGADE ACQUISITION V CORP | 11.09% | 300.0K | $3.2M | +0.00%(+0) | $10.59(+1.79%) | 2026-03-31 | |
| FIGR | FIGURE TECHNOLOGY SOLUTION | 9.86% | 84.4K | $2.9M | new | $37.40(+15.74%) | 2026-03-31 | |
| WYFI | WHITEFIBER INC | 6.97% | 169.9K | $2.0M | +6.92%(+11.00K) | $20.99(+15.29%) | 2026-03-31 | |
| CLSK | CLEANSPARK INC | 6.25% | 213.3K | $1.8M | +20.64%(+36.50K) | $11.80(+11.13%) | 2026-03-31 | |
| CORZ | CORE SCIENTIFIC INC NEW | 5.63% | 109.3K | $1.6M | -47.55%(-99.13K) | $16.25(+48.98%) | 2026-03-31 | |
| CIFR | CIPHER DIGITAL INC | 4.25% | 96.0K | $1.2M | -40.35%(-64.95K) | $13.68(+48.67%) | 2026-03-31 | |
| HUT | HUT 8 CORP | 4.04% | 25.0K | $1.2M | -43.82%(-19.50K) | $40.38(+153.80%) | 2026-03-31 | |
| CNTN | CANTON STRATEGIC HOLDINGS INC | 3.95% | 350.6K | $1.1M | -19.15%(-83.04K) | $2.93(+23.34%) | 2026-03-31 | |
| APLD | APPLIED DIGITAL CORP | 3.79% | 46.4K | $1.1M | -10.46%(-5.43K) | $23.73(+79.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.83% | +123.94% |
| Top 20 Holdings Unweighted | -24.01% | -56.13% |
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