Institutions / Plustick Management LLC
Plustick Management LLC
CIK 1643351 · Institution · as of Dec 31, 2025
Portfolio value
$226.00M
Positions
21
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| EchoStar CORP | $39.68M | 17.6% |
| Nextnav Inc. | $34.38M | 15.2% |
| Applied Digital Corp | $24.52M | 10.8% |
| Innodata Inc | $16.81M | 7.4% |
| Nebius Group N.V. | $11.30M | 5.0% |
| ANTERO RESOURCES Corp | $11.03M | 4.9% |
| First Solar Inc | $10.45M | 4.6% |
| Globalstar, Inc.GSAT | $10.08M | 4.5% |
| Clear Secure, Inc. | $9.65M | 4.3% |
| Sunrun Inc. | $9.20M | 4.1% |
| Lyft, Inc. | $7.75M | 3.4% |
| Super Micro Computer, Inc. | $6.59M | 2.9% |
| Churchill Cap Corp X | $6.24M | 2.8% |
| T1 Energy Inc | $5.34M | 2.4% |
| Nextdoor Holdings, Inc. | $4.41M | 2.0% |
| Moderna, Inc. | $3.83M | 1.7% |
| LENZ Therapeutics, Inc. | $3.20M | 1.4% |
| Sable Offshore Corp. | $3.16M | 1.4% |
| Lumen Technologies, Inc. | $3.11M | 1.4% |
| Vistance Networks, Inc. | $2.72M | 1.2% |
| Everus Construction Group, Inc. | $2.57M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.