CLEARFIELD CAPITAL MANAGEMENT LP.

AUM · $167M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 14, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$23M deployed

EXITS

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	BTDR	BITDEER TECHNOLOGIES GROUP	4.09M	$65M	45.5%	+236%
2	WULF	TERAWULF INC	1.16M	$29M	20.2%	+133%
3	KEEL	KEEL INFRASTRUCTURE CORP	3.99M	$23M	16.1%	NEW
4	APLD	APPLIED DIGITAL CORP	514K	$19M	13.5%	±0%
5	CLSK	CLEANSPARK INC	468K	$7M	4.8%	−65%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE CLEARFIELD SIGNAL

CLEARFIELD CAPITAL MANAGEMENT LP is a Other fund managing $167 million in assets. The fund runs a focused portfolio of just 11 positions.