REX Advisers, LLC reported 66 holdings worth US$21.1M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
REX Advisers, LLC reported 66 holdings worth US$21.1M as of Sep 30, 2026. Largest: Dell Technologies Inc., Sandisk Corporation and Bloom Energy Corporation. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 66
- Value as reported
- US$21.1M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Dell Technologies Inc. | 6,300 | US$1.8M | 8.5% |
| Sandisk Corporation | 600 | US$1.04M | 4.9% |
| Bloom Energy Corporation | 3,400 | US$990K | 4.7% |
| Marvell Technology, Inc. | 3,700 | US$974K | 4.6% |
| Strive, Inc. | 32,700 | US$958K | 4.5% |
| Coinbase Global, Inc. | 5,000 | US$950K | 4.5% |
| Tempus Ai, Inc. | 11,500 | US$950K | 4.5% |
| Strategy Inc | 6,100 | US$943K | 4.5% |
| Hewlett Packard Enterprise Company | 15,200 | US$935K | 4.4% |
| Ast Spacemobile, Inc. | 15,700 | US$933K | 4.4% |
| Bitmine Immersion Technologies, Inc. | 34,800 | US$930K | 4.4% |
| Unity Software Inc. | 23,400 | US$929K | 4.4% |
| Cleanspark, Inc. | 69,300 | US$922K | 4.4% |
| Super Micro Computer, Inc. | 22,300 | US$915K | 4.3% |
| Cerebras Systems Inc. | 4,600 | US$897K | 4.3% |
| Riot Platforms, Inc. | 41,800 | US$894K | 4.2% |
| Hyperliquid Strategies Inc | 74,800 | US$892K | 4.2% |
| Cleveland-cliffs Inc. | 78,200 | US$861K | 4.1% |