PLUSTICK MANAGEMENT LLC
CIK: 0001643351SEC EDGAR →
Portfolio Value
$226.0B
Holdings
21
As of
Q4 2025
New Positions
8
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ECHOSTAR CORP | 365,000 | $39.7B | 17.56% |
| 2 | NEXTNAV INC | 2,065,818 | $34.4B | 15.21% |
| 3 | APPLIED DIGITAL CORP | 1,000,000 | $24.5B | 10.85% |
| 4 | INNODATA INC | 330,000 | $16.8B | 7.44% |
| 5 | NEBIUS GROUP N.V. | 135,000 | $11.3B | 5.00% |
| 6 | ANTERO RESOURCES CORP | 320,000 | $11.0B | 4.88% |
| 7 | FIRST SOLAR INC | 40,000 | $10.4B | 4.62% |
| 8 | GLOBALSTAR INC | 165,111 | $10.1B | 4.46% |
| 9 | CLEAR SECURE INC | 275,000 | $9.6B | 4.27% |
| 10 | SUNRUN INC | 500,000 | $9.2B | 4.07% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 8 | $113.9B | 50.4% |
| Unknown | 1 | $34.4B | 15.2% |
| Energy | 4 | $33.8B | 15.0% |
| Communication Services | 4 | $28.9B | 12.8% |
| Industrials | 2 | $7.9B | 3.5% |
| Healthcare | 2 | $7.0B | 3.1% |