Hunt Ledger

Biweekly · paper book · 10x-by-2030 hunt · not investment advice
NAV
$94,413.35
Cash
$0.00
Vs SPY
Today
+2.83%
HPR
-5.51%
Last rebalance
2026-08-21
Target
  • AI data centers / power50.0%
  • Healthcare / biotech26.0%
  • AI software + semis18.0%
  • Quantum + BTC treasury6.0%
Actual
  • AI data centers / power50.4%
  • Healthcare / biotech26.1%
  • AI software + semis17.1%
  • Quantum + BTC treasury6.4%
Equity · Hunt vs SPY
1.021.000.922026-08-212026-09-02
2026-09-02Hunt 0.94 -5.59%SPY 1.00 -0.07%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 Limited668.5769$39.60+7.55%-5.44%$26,475.6428.04%28%0.04pp
2Cipher Mining. US bitcoin miner adding HPC/AI hosting on its power footprint.Cipher Digital1,141.7697$15.18+3.90%-3.71%$17,332.0718.36%18%0.36pp
3Oscar Health. Tech-enabled individual and small-group health insurer.Oscar Health436.9538$30.33+1.68%-5.34%$13,252.8114.04%14%0.04pp
4SoundHound AI. Voice AI and conversational audio for autos, restaurants, and products.SoundHound AI1,366.1202$6.78-1.02%-7.38%$9,262.309.81%10%-0.19pp
5Navitas Semiconductor. GaN and SiC power chips for AI servers, EVs, and adapters.Navitas Semiconductor616.808$11.21+2.47%-13.57%$6,914.427.32%8%-0.68pp
6Recursion Pharmaceuticals. AI-driven drug discovery platform and pipeline.Recursion Pharmaceuticals2,000$3.38+1.50%-3.43%$6,760.007.16%7%0.16pp
7Absci. Generative-AI biologics and antibody design company.Absci523.5602$8.80-0.45%-7.85%$4,607.334.88%5%-0.12pp
8CleanSpark. Bitcoin miner, largely US, with a power-and-hosting footprint.CleanSpark333.8898$11.33+2.44%-5.43%$3,782.974.01%4%0.01pp
9Trapped-ion quantum computers, selling access and systems — not a miner.IonQ89.1663$37.64-0.37%-16.09%$3,356.223.55%4%-0.45pp
10Strive. BTC-treasury / asset-manager style vehicle (not an operating miner).Strive109.7695$24.32+1.33%+33.48%$2,669.592.83%2%0.83pp

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Rebalance history Full history

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