Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Feynman Point Asset Management LLC (CIK 2110123) reported $54.7M across 28 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BOT ($13.1M, 23.91%), RAAQ ($5.3M, 9.68%), CEPO ($4.4M, 8.07%), FIGR ($4.1M, 7.52%), NBIS ($3.8M, 6.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOT | ROBOSTRATEGY INC | $13.1M | 23.91% | 329,199 | New |
| 2 | RAAQ | REAL ASSET ACQUISITION CORP | $5.3M | 9.68% | 490,425 | New |
| 3 | CEPO | CANTOR EQUITY PARTNERS I INC | $4.4M | 8.07% | 500,000 | Hold |
| 4 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $4.1M | 7.52% | 134,000 | Added |
| 5 | NBIS | NEBIUS GROUP N.V. | $3.8M | 6.94% | 13,760 | New |
| 6 | HIVE | HIVE DIGITAL TECHNOLOGIES LT | $3.1M | 5.72% | 860,000 | New |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $2.2M | 4.05% | 7,440 | New |
| 8 | SHAZ | SHARONAI HOLDINGS INC | $2.0M | 3.67% | 23,745 | New |
| 9 | KLAC | KLA CORP | $1.6M | 3.00% | 5,450 | New |
| 10 | ASML | ASML HLDG NV | $1.6M | 2.91% | 800 | New |
| 11 | TLN | TALEN ENERGY CORP | $1.4M | 2.52% | 3,595 | New |
| 12 | GLXY | GALAXY DIGITAL INC. | $1.3M | 2.35% | 47,122 | Added |
| 13 | CIFR | CIPHER DIGITAL INC | $1.2M | 2.25% | 50,377 | Trimmed |
| 14 | APLD | APPLIED DIGITAL CORP | $1.2M | 2.19% | 32,150 | Trimmed |
| 15 | CORZ | CORE SCIENTIFIC INC NEW | $1.1M | 2.01% | 42,950 | Trimmed |
| 16 | IREN | IREN LIMITED | $1.1M | 2.01% | 24,018 | Trimmed |
| 17 | APH | AMPHENOL CORP | $1.1M | 1.93% | 6,000 | New |
| 18 | BRUN | BOOST RUN INC | $1.0M | 1.89% | 26,700 | New |
| 19 | POET | POET TECHNOLOGIES INC | $884,080 | 1.62% | 86,000 | New |
| 20 | SPCX | SPACE EXPLORATION TECHN CORP | $854,300 | 1.56% | 5,000 | New |
| 21 | NUAI | NEW ERA ENERGY & DIGITAL INC | $557,689 | 1.02% | 87,412 | New |
| 22 | AMTM | AMENTUM HOLDINGS INC | $497,630 | 0.91% | 24,075 | New |
| 23 | MU | MICRON TECHNOLOGY INC | $461,716 | 0.84% | 400 | New |
| 24 | INTC | INTEL CORP | $418,890 | 0.77% | 3,000 | New |
| 25 | BESS | BIMERGEN ENERGY CORP | $337,244 | 0.62% | 82,861 | New |
Source: SEC Form 13F filings · as of 2026-06-30