Yaupon Capital Management’s Hut 8 HUT Stock Holding History

Yaupon Capital Management’s Portfolio HUT Stock Details HUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.9M	Sell	328,319 -577,997	-64%	-$56M	0.75%	39
2026 Q1	$42.5M	Buy	906,316 +369,794	+69%	+$20M	1.33%	24
2025 Q4	$24.6M	Buy	+536,522	New	+$23.6M	0.89%	36
2025 Q2	–	Sell	-275,000	Closed	-$4.1M	–	131
2025 Q1	$3.2M	Buy	+275,000	New	+$5.08M	0.16%	79
2022 Q3	–	Sell	-45,000	Closed	-$299K	–	95
2022 Q2	$299K	Buy	+45,000	New	+$672K	0.11%	59
2021 Q3	–	Sell	-65,080	Closed	-$1.41M	–	68
2021 Q2	$1.41M	Buy	+65,080	New	+$1.25M	0.78%	34

Other funds holding HUT

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LPC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Yaupon Capital Management's HUT Position: Q2 2026 in Review

Yaupon Capital Management reduced its Hut 8 (HUT) stake by 64% in Q2 2026, selling an estimated $56M and leaving 328,319 shares worth $37.9M. The position accounts for 0.75% of the portfolio, ranked #39.

Yaupon Capital Management first reported a position in HUT in Q2 2021 and has held it in 6 quarters since. The position peaked at $42.5M in Q1 2026. 427 funds tracked by Wall St. Rank hold HUT as of Q2 2026.

Yaupon Capital Management held 328,319 shares of Hut 8 worth $37.9M as of Q2 2026.
Yaupon Capital Management sold 577,997 Hut 8 shares in Q2 2026, an estimated $56M.
Hut 8 made up 0.75% of Yaupon Capital Management's portfolio in Q2 2026, its #39 holding.
Yaupon Capital Management first reported a position in Hut 8 in Q2 2021 and has held it in 6 quarters since.
Yaupon Capital Management's Hut 8 position peaked at $42.5M in Q1 2026.
427 funds tracked by Wall St. Rank held Hut 8 as of Q2 2026.

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