Holders — by stockHoldings — by fund
Feynman Point Asset Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2110123
$54.7M
disclosed book value
28
positions
23.9%
largest position share
Positions, as of 2026-06-30
top 28 of 28 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BOTROBOSTRATEGY INC | 329,199 | $13.1M | 23.9% |
| 2 | REAL ASSET ACQUISITION CORP | 490,425 | $5.3M | 9.7% |
| 3 | CANTOR EQUITY PARTNERS I INC | 500,000 | $4.4M | 8.1% |
| 4 | FIGRFIGURE TECHNOLOGY SOLUTIO | 134,000 | $4.1M | 7.5% |
| 5 | NEBIUS GROUP N.V. | 13,760 | $3.8M | 6.9% |
| 6 | HIVEHIVE DIGITAL TECHNOLOGIES LT | 860,000 | $3.1M | 5.7% |
| 7 | MRVLMARVELL TECHNOLOGY INC | 7,440 | $2.2M | 4% |
| 8 | SHAZSHARONAI HOLDINGS INC | 23,745 | $2.0M | 3.7% |
| 9 | KLACKLA CORP | 5,450 | $1.6M | 3% |
| 10 | ASML HLDG NV | 800 | $1.6M | 2.9% |
| 11 | TLNTALEN ENERGY CORP | 3,595 | $1.4M | 2.5% |
| 12 | GLXYGALAXY DIGITAL INC. | 47,122 | $1.3M | 2.4% |
| 13 | CIFRCIPHER DIGITAL INC | 50,377 | $1.2M | 2.3% |
| 14 | APLDAPPLIED DIGITAL CORP | 32,150 | $1.2M | 2.2% |
| 15 | CORZCORE SCIENTIFIC INC NEW | 42,950 | $1.1M | 2% |
| 16 | IREN LIMITED | 24,018 | $1.1M | 2% |
| 17 | APHAMPHENOL CORP | 6,000 | $1.1M | 1.9% |
| 18 | BRUNBOOST RUN INC | 26,700 | $1.0M | 1.9% |
| 19 | POETPOET TECHNOLOGIES INC | 86,000 | $884,080 | 1.6% |
| 20 | SPCXSPACE EXPLORATION TECHN CORP | 5,000 | $854,300 | 1.6% |
| 21 | NUAINEW ERA ENERGY & DIGITAL INC | 87,412 | $557,689 | 1% |
| 22 | AMTMAMENTUM HOLDINGS INC | 24,075 | $497,630 | 0.9% |
| 23 | MUMICRON TECHNOLOGY INC | 400 | $461,716 | 0.8% |
| 24 | INTCINTEL CORP | 3,000 | $418,890 | 0.8% |
| 25 | BESSBIMERGEN ENERGY CORP | 82,861 | $337,244 | 0.6% |
| 26 | SKYAWSkyAI Inc | 552,140 | $16,454 | 0% |
| 27 | BNCWZCEA INDUSTRIES INC | 198,020 | $7,723 | 0% |
| 28 | QQQINVESCO QQQ TR | 6 | $4,418 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.