Clearfield Capital Management LP
Clearfield Capital Management LP reported 5 holdings worth US$143M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Clearfield Capital Management LP reported 5 holdings worth US$143M as of Jun 30, 2026. Largest: Bitdeer Technologies Group, Terawulf Inc. and Keel Infrastructure Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 5
- Value as reported
- US$143M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Bitdeer Technologies Group | 4.09M | US$64.9M | 45.5% |
| Terawulf Inc. | 1.16M | US$28.8M | 20.2% |
| Keel Infrastructure Corp. | 3.99M | US$22.9M | 16.1% |
| Applied Digital Corporation | 514K | US$19.2M | 13.5% |
| Cleanspark, Inc. | 468K | US$6.82M | 4.8% |
| Leslie's, Inc. | 0 | US$0 | 0.00% |
| Riot Platforms, Inc. | 0 | US$0 | 0.00% |
| Talen Energy Corporation | 0 | US$0 | 0.00% |
| United Airlines Holdings, Inc. | 0 | US$0 | 0.00% |
| Us Foods Holding Corp. | 0 | US$0 | 0.00% |
| Vertiv Holdings, Llc | 0 | US$0 | 0.00% |
| Vistra Corp. | 0 | US$0 | 0.00% |
| Whitefiber, Inc. | 0 | US$0 | 0.00% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |
| Core Scientific, Inc. | 0 | US$0 | 0.00% |
| Delta Air Lines, Inc. | 0 | US$0 | 0.00% |
| Everus Construction Group, Inc. | 0 | US$0 | 0.00% |