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§ 13F · FUND PROFILE

PLUSTICK MANAGEMENT LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $238.5T (13F)Positions · 25Turnover · · Q4Filed · Feb 17, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$27.0T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 17, 2026
#TickerNameShares$ value% portΔ Q4
1SATSECHOSTAR CORP275K$29.9T13.2%+175%
2NNNEXTNAV INC1.58M$26.3T11.6%−4%
3APLDAPPLIED DIGITAL CORP600K$14.7T6.5%−40%
4INODINNODATA INC225K$11.5T5.1%−25%
5NBISNEBIUS GROUP N.V.135K$11.3T5.0%−4%
6FSLRFIRST SOLAR INC40K$10.4T4.6%±0%
7GSATGLOBALSTAR INC165K$10.1T4.5%±0%
8APLDAPPLIED DIGITAL CORP400K$9.8T4.3%−60%
9SATSECHOSTAR CORP90K$9.8T4.3%−10%
10YOUCLEAR SECURE INC275K$9.6T4.3%+25%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE PLUSTICK SIGNAL

AC read

PLUSTICK MANAGEMENT LLC is a Other fund managing $238462.9 trillion in assets. The fund runs a focused portfolio of just 25 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed