Investor
REX Advisers, LLC
CIK 0002016827 · filed 2026-04-16 · SEC filing
13F book
$33.1M
Positions
16
16 new · 20 sold
Largest name
19.6%
Red Cat Hldgs Inc
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Red Cat Hldgs Inc | — | 496.7K | $6.5M | 19.6% | — | New |
| Firefly Aerospace Inc. | FLY | 29.4K | $837K | 2.5% | — | New |
| Lumentum Hldgs Inc | — | 1.1K | $773K | 2.3% | — | New |
| Affirm Hldgs Inc | — | 16.7K | $765.2K | 2.3% | — | New |
| Fastly, Inc. | FSLY | 25.8K | $749.7K | 2.3% | — | New |
| Lemonade, Inc. | LMND | 11.6K | $727.1K | 2.2% | — | New |
| Nebius Group N.V. | NBIS | 7K | $726.3K | 2.2% | — | New |
| Upstart Hldgs Inc | — | 28.3K | $725.9K | 2.2% | — | New |
| Applied Digital Corp. | APLD | 29.8K | $707.5K | 2.1% | — | New |
| Solaredge Technologies, Inc. | SEDG | 13.7K | $699.4K | 2.1% | — | New |
| Coherent Corp. | COHR | 2.9K | $690.8K | 2.1% | — | New |
| Terawulf Inc. | WULF | 47.8K | $689.8K | 2.1% | — | New |
| Venture Global, Inc. | VG | 41.3K | $650.9K | 2.0% | — | New |
| Sable Offshore Corp. | SOC | 38.6K | $637.7K | 1.9% | — | New |
| Planet Labs Pbc | PL | 22.6K | $631.7K | 1.9% | — | New |
| Applied Optoelectronics, Inc. | AAOI | 7.3K | $617.5K | 1.9% | — | 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.