Feynman Point Asset Management LLC: 13F holdings
CIK 21101232026Q2
| Positions | 28 |
|---|---|
| Reported value | $54.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ROBOSTRATEGY INC | 329,199 | $13.1m | 23.9% |
| REAL ASSET ACQUISITION CORP | 490,425 | $5.3m | 9.7% |
| CANTOR EQUITY PARTNERS I INC | 500,000 | $4.4m | 8.1% |
| FIGURE TECHNOLOGY SOLUTIO | 134,000 | $4.1m | 7.5% |
| NBIS NEBIUS GROUP N.V. | 13,760 | $3.8m | 6.9% |
| HIVE DIGITAL TECHNOLOGIES LT | 860,000 | $3.1m | 5.7% |
| MRVL MARVELL TECHNOLOGY INC | 7,440 | $2.2m | 4.0% |
| SHARONAI HOLDINGS INC | 23,745 | $2.0m | 3.7% |
| KLAC KLA CORP | 5,450 | $1.6m | 3.0% |
| ASML HLDG NV | 800 | $1.6m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110123")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.