TwinBeech Capital’s TeraWulf WULF Stock Holding History

TwinBeech Capital’s Portfolio WULF Stock Details WULF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.87M	Buy	197,100 +114,100	+137%	+$2.62M	0.88%	37
2026 Q1	$1.2M	Buy	+83,000	New	+$1.23M	0.12%	223

Other funds holding WULF

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return

TwinBeech Capital's WULF Position: Q2 2026 in Review

TwinBeech Capital increased its TeraWulf (WULF) stake by 137% in Q2 2026, buying an estimated $2.62M and bringing the position to 197,100 shares worth $4.87M. The position accounts for 0.88% of the portfolio, ranked #37.

TwinBeech Capital first reported a position in WULF in Q1 2026 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

TwinBeech Capital held 197,100 shares of TeraWulf worth $4.87M as of Q2 2026.
TwinBeech Capital bought 114,100 TeraWulf shares in Q2 2026, an estimated $2.62M.
TeraWulf made up 0.88% of TwinBeech Capital's portfolio in Q2 2026, its #37 holding.
TwinBeech Capital first reported a position in TeraWulf in Q1 2026 and has held it in 2 quarters since.
501 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.