Plustick Management as of Dec. 31, 2025
Portfolio Holdings for Plustick Management
Plustick Management holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Echostar Corp Cl A (SATS) | 17.6 | $40M | 365k | 108.70 | |
| Nextnav Common Stock (NN) | 15.2 | $34M | 2.1M | 16.64 | |
| Applied Digital Corp Com New (APLD) | 10.8 | $25M | 1.0M | 24.52 | |
| Innodata Com New (INOD) | 7.4 | $17M | 330k | 50.95 | |
| Nebius Group Shs Class A (NBIS) | 5.0 | $11M | 135k | 83.70 | |
| Antero Res (AR) | 4.9 | $11M | 320k | 34.46 | |
| First Solar (FSLR) | 4.6 | $10M | 40k | 261.23 | |
| Globalstar Com New (GSAT) | 4.5 | $10M | 165k | 61.04 | |
| Clear Secure Com Cl A (YOU) | 4.3 | $9.6M | 275k | 35.08 | |
| Sunrun (RUN) | 4.1 | $9.2M | 500k | 18.40 | |
| Lyft Cl A Com (LYFT) | 3.4 | $7.7M | 400k | 19.37 | |
| Super Micro Computer Com New (SMCI) | 2.9 | $6.6M | 225k | 29.27 | |
| Churchill Cap Corp X Shs Cl A (CCCX) | 2.8 | $6.2M | 400k | 15.60 | |
| T1 Energy Com New (TE) | 2.4 | $5.3M | 800k | 6.68 | |
| Nextdoor Holdings Com Cl A (NXDR) | 2.0 | $4.4M | 2.1M | 2.10 | |
| Moderna (MRNA) | 1.7 | $3.8M | 130k | 29.49 | |
| Lenz Therapeutics (LENZ) | 1.4 | $3.2M | 200k | 16.00 | |
| Sable Offshore Corp Com Shs (SOC) | 1.4 | $3.2M | 350k | 9.02 | |
| Lumen Technologies (LUMN) | 1.4 | $3.1M | 400k | 7.77 | |
| Commscope Hldg | 1.2 | $2.7M | 150k | 18.13 | |
| Everus Constr Group (ECG) | 1.1 | $2.6M | 30k | 85.56 |
