§ 13F · FUND PROFILE
Beartown Capital Management, LLC.
AUM · $227M (13F)Positions · 41Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$37M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WULF | TERAWULF INC | 1.50M | $37M | 16.3% | −28% |
| 2 | SATS | ECHOSTAR CORP | 210K | $21M | 9.4% | +110% |
| 3 | GLXY | GALAXY DIGITAL INC. | 750K | $21M | 9.0% | +650% |
| 4 | HUT | HUT 8 CORP | 170K | $20M | 8.6% | −17% |
| 5 | CORZ | CORE SCIENTIFIC INC NEW | 750K | $19M | 8.4% | −48% |
| 6 | CLSK | CLEANSPARK INC | 750K | $11M | 4.8% | −77% |
| 7 | PRCH | PORCH GROUP INC | 670K | $10M | 4.4% | +3% |
| 8 | VISN | VISTANCE NETWORKS INC | 750K | $10M | 4.2% | +88% |
| 9 | BTDR | BITDEER TECHNOLOGIES GROUP | 500K | $8M | 3.5% | −50% |
| 10 | ATEX | ANTERIX INC | 75K | $8M | 3.4% | −25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEARTOWN SIGNAL
AC read
Beartown Capital Management, LLC is a Other fund managing $227 million in assets. The fund runs a portfolio of 41 positions.
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