Clearfield Capital Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Clearfield Capital Management Lp disclosed 5 stock positions valued at approximately $142.58M as of quarter-end June 30, 2026. The largest holdings include BITDEER TECHNOLOGIES GROUP, TERAWULF INC, and KEEL INFRASTRUCTURE CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 5
- Portfolio Value
- $142.58M
Holdings by Sector
Clearfield Capital Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BITDEER TECHNOLOGIES GROUP | BTDR | Other | 45.51% | 4,089,074 | +2,873,326 | +236.34% | $64,893,604 |
| TERAWULF INC | WULF | Financial Services | 20.17% | 1,164,000 | +664,000 | +132.80% | $28,750,800 |
| KEEL INFRASTRUCTURE CORP | KEEL | Other | 16.08% | 3,994,857 | +3,994,857 | +100.00% | $22,930,479 |
| APPLIED DIGITAL CORP | APLD | Technology | 13.46% | 514,379 | - | - | $19,186,337 |
| CLEANSPARK INC | CLSK | Financial Services | 4.78% | 468,455 | -871,343 | -65.04% | $6,816,020 |
Showing 5 of 5 holdings in the latest reporting period.