Feynman Point Asset Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Feynman Point Asset Management LLC disclosed 20 US equity positions worth $50.1m in its Q4 2025 13F filing. The largest position was PURR at 28.8% of the reported book, followed by CANTOR EQUITY PARTNERS I INC and M3BRIGADE ACQUISITION V CORP.
What did Feynman Point Asset Management LLC own in Q4 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PURR HYPERLIQUID STRATEGIES INC | Financial Services | 28.8% | $14.4m | 4,053,635 | – | |
| 2 | CANTOR EQUITY PARTNERS I INC | 10.4% | $5.2m | 500,000 | – | ||
| 3 | M3BRIGADE ACQUISITION V CORP | 6.4% | $3.2m | 300,000 | – | ||
| 4 | CORZ CORE SCIENTIFIC INC NEW | Technology | 6.1% | $3.0m | 208,465 | – | |
| 5 | AVAX ONE TECHNOLOGY LTD | 5.2% | $2.6m | 1,732,804 | – | ||
| 6 | WYFI WHITEFIBER INC | Technology | 5.0% | $2.5m | 158,900 | – | |
| 7 | CIFR CIPHER MINING INC | Technology | 4.7% | $2.4m | 160,973 | – | |
| 8 | CRANE HBR ACQUISITION CORP | 4.3% | $2.2m | 200,000 | – | ||
| 9 | HUT HUT 8 CORP | Financial Services | 4.1% | $2.0m | 44,500 | – | |
| 10 | WULF TERAWULF INC | Financial Services | 3.9% | $1.9m | 167,961 | – | |
| 11 | CLSK CLEANSPARK INC | Financial Services | 3.6% | $1.8m | 176,800 | – | |
| 12 | CRWV COREWEAVE INC | Technology | 2.9% | $1.5m | 20,600 | – | |
| 13 | CNTN THARIMMUNE INC | 2.6% | $1.3m | 433,604 | – | ||
| 14 | APLD APPLIED DIGITAL CORP | Technology | 2.5% | $1.3m | 51,860 | – | |
| 15 | SHARPS TECHNOLOGY INC | 2.2% | $1.1m | 552,139 | – | ||
| 16 | MOUNTAIN LAKE ACQUISITION CO | 2.1% | $1.0m | 100,000 | – | ||
| 17 | GLXY GALAXY DIGITAL INC. | Financial Services | 2.1% | $1.0m | 46,000 | – | |
| 18 | SVIA PROCAP FINL INC | 1.3% | $661.9k | 187,500 | – | ||
| 19 | IREN IREN LIMITED | Financial Services | 1.3% | $628.6k | 16,643 | – | |
| 20 | M3BRIGADE ACQUISITION V CORP | 0.5% | $262.5k | 300,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.