Filed: 8/14/2026ACC: 0001420506-26-001826
📋 What this filing means
FEYNMAN POINT ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $54.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$54.74M
Total AUM (reported)
3.64M
Total Shares
Allocation by class
COM SHS$13.09M23.9%
SHS CL A$9.71M17.7%
COM$7.37M13.5%
COM NEW$7.20M13.1%
COM CL A$6.13M11.2%
SHS CLASS A$3.80M6.9%
NY REGISTRY SHS$1.59M2.9%
Portfolio Concentration
Top 3$22.80M41.6%
4–10$18.51M33.8%
11–25$13.41M24.5%
Rest$28.6K0.1%
Top 3 weight
41.6%
Top 10 weight
75.5%
Voting Authority Distribution
Total shares with voting rights: 3.64M
Sole
Full voting authority
3.64M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
ROBOSTRATEGY INC
SOLEShares329.20K
TypeSH
Market value$13.09M
23.91%
Sole
329.20K
Shared
0.00
None
0.00
REAL ASSET ACQUISITION CORP
SOLEShares490.43K
TypeSH
Market value$5.30M
9.68%
Sole
490.43K
Shared
0.00
None
0.00
CANTOR EQUITY PARTNERS I INC
SOLEShares500K
TypeSH
Market value$4.42M
8.07%
Sole
500K
Shared
0.00
None
0.00
FIGURE TECHNOLOGY SOLUTIO
SOLEShares134K
TypeSH
Market value$4.12M
7.52%
Sole
134K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares13.76K
TypeSH
Market value$3.80M
6.94%
Sole
13.76K
Shared
0.00
None
0.00
HIVE DIGITAL TECHNOLOGIES LT
SOLEShares860K
TypeSH
Market value$3.13M
5.72%
Sole
860K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares7.44K
TypeSH
Market value$2.22M
4.05%
Sole
7.44K
Shared
0.00
None
0.00
SHARONAI HOLDINGS INC
SOLEShares23.75K
TypeSH
Market value$2.01M
3.67%
Sole
23.75K
Shared
0.00
None
0.00
KLA CORP
SOLEShares5.45K
TypeSH
Market value$1.64M
3.00%
Sole
5.45K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares800.00
TypeSH
Market value$1.59M
2.91%
Sole
800.00
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares3.60K
TypeSH
Market value$1.38M
2.52%
Sole
3.60K
Shared
0.00
None
0.00
GALAXY DIGITAL INC.
SOLEShares47.12K
TypeSH
Market value$1.29M
2.35%
Sole
47.12K
Shared
0.00
None
0.00
CIPHER DIGITAL INC
SOLEShares50.38K
TypeSH
Market value$1.23M
2.25%
Sole
50.38K
Shared
0.00
None
0.00
APPLIED DIGITAL CORP
SOLEShares32.15K
TypeSH
Market value$1.20M
2.19%
Sole
32.15K
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares42.95K
TypeSH
Market value$1.10M
2.01%
Sole
42.95K
Shared
0.00
None
0.00
IREN LIMITED
SOLEShares24.02K
TypeSH
Market value$1.10M
2.01%
Sole
24.02K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares6K
TypeSH
Market value$1.06M
1.93%
Sole
6K
Shared
0.00
None
0.00
BOOST RUN INC
SOLEShares26.70K
TypeSH
Market value$1.04M
1.89%
Sole
26.70K
Shared
0.00
None
0.00
POET TECHNOLOGIES INC
SOLEShares86K
TypeSH
Market value$884.1K
1.62%
Sole
86K
Shared
0.00
None
0.00
SPACE EXPLORATION TECHN CORP
SOLEShares5K
TypeSH
Market value$854.3K
1.56%
Sole
5K
Shared
0.00
None
0.00
NEW ERA ENERGY & DIGITAL INC
SOLEShares87.41K
TypeSH
Market value$557.7K
1.02%
Sole
87.41K
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
SOLEShares24.07K
TypeSH
Market value$497.6K
0.91%
Sole
24.07K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares400.00
TypeSH
Market value$461.7K
0.84%
Sole
400.00
Shared
0.00
None
0.00
INTEL CORP
SOLEShares3K
TypeSH
Market value$418.9K
0.77%
Sole
3K
Shared
0.00
None
0.00
BIMERGEN ENERGY CORP
SOLEShares82.86K
TypeSH
Market value$337.2K
0.62%
Sole
82.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROBOSTRATEGY INCSOLE | Com SHS | 329.20K | SH | $13.09M 23.91% | 329.20K | 0.00 | 0.00 |
REAL ASSET ACQUISITION CORPSOLE | SHS CL A | 490.43K | SH | $5.30M 9.68% | 490.43K | 0.00 | 0.00 |
CANTOR EQUITY PARTNERS I INCSOLE | SHS CL A | 500K | SH | $4.42M 8.07% | 500K | 0.00 | 0.00 |
FIGURE TECHNOLOGY SOLUTIOSOLE | Com CL A | 134K | SH | $4.12M 7.52% | 134K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS Class A | 13.76K | SH | $3.80M 6.94% | 13.76K | 0.00 | 0.00 |
HIVE DIGITAL TECHNOLOGIES LTSOLE | Com New | 860K | SH | $3.13M 5.72% | 860K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | Com | 7.44K | SH | $2.22M 4.05% | 7.44K | 0.00 | 0.00 |
SHARONAI HOLDINGS INCSOLE | Com CL A | 23.75K | SH | $2.01M 3.67% | 23.75K | 0.00 | 0.00 |
KLA CORPSOLE | Com New | 5.45K | SH | $1.64M 3.00% | 5.45K | 0.00 | 0.00 |
ASML HLDG NVSOLE | NY REGISTRY SHS | 800.00 | SH | $1.59M 2.91% | 800.00 | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | Com | 3.60K | SH | $1.38M 2.52% | 3.60K | 0.00 | 0.00 |
GALAXY DIGITAL INC.SOLE | CL A | 47.12K | SH | $1.29M 2.35% | 47.12K | 0.00 | 0.00 |
CIPHER DIGITAL INCSOLE | Com | 50.38K | SH | $1.23M 2.25% | 50.38K | 0.00 | 0.00 |
APPLIED DIGITAL CORPSOLE | Com New | 32.15K | SH | $1.20M 2.19% | 32.15K | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | Com | 42.95K | SH | $1.10M 2.01% | 42.95K | 0.00 | 0.00 |
IREN LIMITEDSOLE | Ordinary Shares | 24.02K | SH | $1.10M 2.01% | 24.02K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | Class A | 6K | SH | $1.06M 1.93% | 6K | 0.00 | 0.00 |
BOOST RUN INCSOLE | ORD SHS CL A | 26.70K | SH | $1.04M 1.89% | 26.70K | 0.00 | 0.00 |
POET TECHNOLOGIES INCSOLE | Com New | 86K | SH | $884.1K 1.62% | 86K | 0.00 | 0.00 |
SPACE EXPLORATION TECHN CORPSOLE | Class A Com Stk | 5K | SH | $854.3K 1.56% | 5K | 0.00 | 0.00 |
NEW ERA ENERGY & DIGITAL INCSOLE | Com | 87.41K | SH | $557.7K 1.02% | 87.41K | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | Common | 24.07K | SH | $497.6K 0.91% | 24.07K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Com | 400.00 | SH | $461.7K 0.84% | 400.00 | 0.00 | 0.00 |
INTEL CORPSOLE | Com | 3K | SH | $418.9K 0.77% | 3K | 0.00 | 0.00 |
BIMERGEN ENERGY CORPSOLE | Com New | 82.86K | SH | $337.2K 0.62% | 82.86K | 0.00 | 0.00 |
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