| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|---|---|---|---|---|---|
| $SPCX · Space Exploration Technologies Corp | 91.8% | $20,640,198,965 | -13% | High | NASDAQSerenityBitget → | |
| Fervo Energy Company | 4.4% | $1,000,466,697 | — | Med | ||
| $XNDU · Xanadu Quantum Technologies | 0.6% | $134,190,317 | -72% | Med | NASDAQBitget → | |
| $TSLA · Tesla Motors | 0.2% | $50,472,000 | -14% | Med | NASDAQS&PCitriniSerenityBitget → |
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|---|---|---|---|---|---|
| none | ||||||
| Issuer | % book | Since entry | Business | Tags |
|---|---|---|---|---|
| $SPCX · Space Exploration Technologies Corp | 91.8% | -13% Q2 '26 | NASDAQSerenityBitget → | |
| Fervo Energy Company | 4.4% | — | ||
| $JOBY · Joby Aviation | 1.1% | -34% Q4 '21 | Develops electric vertical-takeoff-and-landing (eVTOL) aircraft and aims to operate an aerial ride-sharing air-taxi service for passenger transportation. | Bitget → |
| $XNDU · Xanadu Quantum Technologies | 0.6% | -72% Q2 '26 | NASDAQBitget → | |
| $PL · Planet Labs | 0.6% | +136% Q4 '21 | Bitget → | |
| $NVTS · Navitas Semiconductor | 0.6% | -46% Q4 '21 | NASDAQCitriniSerenity | |
| $QS · Quantumscape Corp. | 0.4% | -81% Q4 '21 | Solid-state EV battery developer | NASDAQ |
| $OTF · Owl Rock Technology Finance Corp | 0.3% | -35% Q4 '25 | ||
| $TSLA · Tesla Motors | 0.2% | -14% Q2 '26 | NASDAQS&PCitriniSerenityBitget → | |
| Ecofin US Renewables Infrastructure PLC | 0.0% | — |
Since entry / add = price change to the latest close (30-JUN-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-10-17 · Alpha-Investor tracker