Investor
Feynman Point Asset Management LLC
CIK 0002110123 · filed 2026-05-18 · SEC filing
13F book
$81.1M
Positions
23
6 new · 3 sold
Largest name
6.5%
Cantor Equity Partners I, Inc. · CEPO
Est. mark
−$2.09M
Price effect on 17 names still held. Flow −$18.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Cantor Equity Partners I, Inc. | CEPO | 500K | $5.25M | 6.5% | $45K | Held |
| M3brigade Acquisition V Corp | — | 300K | $3.22M | 4.0% | $33K | Held |
| Figure Technology Solutio | — | 84.4K | $2.87M | 3.5% | — | New |
| WhiteFiber, Inc. | WYFI | 169.9K | $2.02M | 2.5% | −$618.1K | Added−$487.1K |
| Cleanspark Inc | — | 213.3K | $1.82M | 2.2% | −$284.6K | Added$26K |
| Core Scientific Inc New | — | 109.3K | $1.64M | 2.0% | $43.7K | Cut−$1.4M |
| Xanadu Quantum Technolo Ltd | — | 200K | $1.53M | 1.9% | — | New |
| Cipher Mining Inc | CIFR | 96K | $1.24M | 1.5% | −$181.5K | Cut−$1.14M |
| Hut 8 Corp. | HUT | 25K | $1.17M | 1.4% | $24.2K | Cut−$871.6K |
| Tharimmune Inc | — | 350.6K | $1.15M | 1.4% | $84.1K | Cut−$167.5K |
| Applied Digital Corp. | APLD | 46.4K | $1.1M | 1.4% | −$36.2K | Cut−$169.3K |
| Mountain Lake Acquisition Co | — | 100K | $1.05M | 1.3% | $13K | Held |
| Iren Limited | — | 30.1K | $1.03M | 1.3% | −$58.1K | Added$402.1K |
| Galaxy Digital Inc. | GLXY | 46K | $848.7K | 1.0% | −$179.9K | Held |
| Terawulf Inc. | WULF | 57.2K | $824.8K | 1.0% | $168.1K | Cut−$1.11M |
| Sharps Technology Inc | — | 405K | $680.4K | 0.8% | −$141.7K | Cut−$440.4K |
| Ekso Bionics Hldgs Inc | — | 39.9K | $424.9K | 0.5% | — | New |
| Procap Finl Inc | — | 187.5K | $395.6K | 0.5% | −$266.3K | Held |
| Avax One Technology Ltd. | AVX | 615.8K | $368.3K | 0.5% | −$561.5K | Cut−$2.25M |
| Bitgo Holdings, Inc. | BTGO | 38K | $312.7K | 0.4% | — | New |
| M3brigade Acquisition V Corp | — | 300K | $89.5K | 0.1% | −$173K | Held |
| Sharps Technology Inc | — | 552.1K | $20.3K | 0.0% | — | New |
| Invesco Qqq Tr | — | 3 | $1.73K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.