Feynman Point Asset Management LLC

Feynman Point Asset Management LLC reported 28 holdings worth US$54.7M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Feynman Point Asset Management LLC reported 28 holdings worth US$54.7M as of Jun 30, 2026. Largest: Real Asset Acquisition Corp., Cantor Equity Partners I, Inc. and Figure Technology Solutions, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
28
Value as reported
US$54.7M

The filing in full

CompanySharesValue as reported% of portfolio
Real Asset Acquisition Corp.490KUS$5.3M9.7%
Cantor Equity Partners I, Inc.500KUS$4.42M8.1%
Figure Technology Solutions, Inc.134KUS$4.12M7.5%
Marvell Technology, Inc.7,440US$2.22M4.0%
Sharonai Holdings, Inc.23,745US$2.01M3.7%
Kla Corporation5,450US$1.64M3.0%
Asml Holding Nv800US$1.59M2.9%
Talen Energy Corporation3,595US$1.38M2.5%
Galaxy Digital Inc.47,122US$1.29M2.4%
Cipher Digital Inc.50,377US$1.23M2.3%
Applied Digital Corporation32,150US$1.2M2.2%
Core Scientific, Inc.42,950US$1.1M2.0%
Amphenol Corporation6,000US$1.06M1.9%
Boost Run Inc.26,700US$1.04M1.9%
Poet Technologies Inc.86,000US$884K1.6%
Space Exploration Technologies Corp5,000US$854K1.6%
New Era Energy & Digital, Inc.87,412US$558K1.0%
Amentum Holdings, Inc.24,075US$498K0.91%
Micron Technology, Inc.400US$462K0.84%
Intel Corporation3,000US$419K0.77%
Bimergen Energy Corporation82,861US$337K0.62%
Avax One Technology Ltd.0US$00.00%
Bitgo Holdings, Inc.0US$00.00%
Canton Strategic Holdings, Inc.0US$00.00%
Cleanspark, Inc.0US$00.00%
Hut 8 Corp.0US$00.00%
M3-brigade Acquisition V Corp.0US$00.00%
Mountain Lake Acquisition Corp.0US$00.00%
Procap Financial, Inc.0US$00.00%
Sharps Technology Inc.0US$00.00%
Terawulf Inc.0US$00.00%
Whitefiber, Inc.0US$00.00%
Xanadu Quantum Technologies Limited Class B0US$00.00%

Source

View original at SEC

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