Hunt Ledger

Monthly · paper book · 10x-by-2030 hunt · not investment advice
NAV
$99,032.05
Cash
$0.00
Vs SPY
Today
+3.67%
HPR
-1.99%
Last rebalance
2026-08-31
Target
  • AI data centers / power50.0%
  • Healthcare / biotech26.0%
  • AI software + semis18.0%
  • Quantum + BTC treasury6.0%
Actual
  • AI data centers / power52.7%
  • Healthcare / biotech25.2%
  • AI software + semis16.3%
  • Quantum + BTC treasury5.9%
Equity · Hunt vs SPY
1.021.000.912026-08-212026-09-03
2026-09-03Hunt 0.99 -0.97%SPY 1.01 +1.02%1.00 = $100k at 2026-08-21

Holdings

RankTickerNameSharesLast
1Bitcoin miner that is converting and building data-center capacity for AI/HPC power (formerly Iris Energy).IREN Limited709.9737$41.32+4.34%-0.68%$29,336.1129.62%28%1.62pp
2Cipher Mining. US bitcoin miner adding HPC/AI hosting on its power footprint.Cipher Digital1,092.8851$17.17+13.11%+8.91%$18,764.8418.95%18%0.95pp
3Oscar Health. Tech-enabled individual and small-group health insurer.Oscar Health439.7643$31.75+4.68%-0.86%$13,962.5614.10%14%0.10pp
4SoundHound AI. Voice AI and conversational audio for autos, restaurants, and products.SoundHound AI1,314.3793$6.73-0.74%-8.06%$8,845.778.93%10%-1.07pp
5Navitas Semiconductor. GaN and SiC power chips for AI servers, EVs, and adapters.Navitas Semiconductor649.5914$11.16-0.40%-13.45%$7,252.697.32%8%-0.68pp
6Recursion Pharmaceuticals. AI-driven drug discovery platform and pipeline.Recursion Pharmaceuticals1,937.5496$3.37-0.44%-3.86%$6,519.856.58%7%-0.42pp
7Absci. Generative-AI biologics and antibody design company.Absci520.5174$8.60-2.22%-9.90%$4,479.054.52%5%-0.48pp
8CleanSpark. Bitcoin miner, largely US, with a power-and-hosting footprint.CleanSpark323.9572$12.48+10.11%+4.13%$4,041.374.08%4%0.08pp
9Trapped-ion quantum computers, selling access and systems — not a miner.IonQ95.7614$38.87+3.27%-12.61%$3,722.253.76%4%-0.24pp
10Strive. BTC-treasury / asset-manager style vehicle (not an operating miner).Strive77.7123$27.12+11.51%+48.85%$2,107.562.13%2%0.13pp

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Rebalance history Full history

Hunt 2026-08-31 · as-of 2026-08-31 · turnover 4.8% · cash $0.00
BUY 41.3968 IREN @ $37.12 · SELL 48.8846 CIFR @ $15.50 · BUY 2.8105 OSCR @ $29.96 · SELL 51.741 SOUN @ $7.16 · BUY 32.7834 NVTS @ $11.59 · SELL 62.4504 RXRX @ $3.40 · SELL 3.0428 ABSI @ $9.04 · SELL 9.9327 CLSK @ $11.62 · BUY 6.5951 IONQ @ $39.31 · SELL 32.0572 ASST @ $24.22
Hunt 2026-08-23 · as-of 2026-08-21 · turnover 100.0% · cash $0.00
BUY 668.5769 IREN @ $41.88 · BUY 1,141.7697 CIFR @ $15.77 · BUY 436.9538 OSCR @ $32.04 · BUY 1,366.1202 SOUN @ $7.32 · BUY 616.808 NVTS @ $12.97 · BUY 2,000 RXRX @ $3.50 · BUY 523.5602 ABSI @ $9.55 · BUY 333.8898 CLSK @ $11.98 · BUY 89.1663 IONQ @ $44.86 · BUY 109.7695 ASST @ $18.22