The Analysis of PLUSTICK MANAGEMENT LLC's Holdings

Currently, PLUSTICK MANAGEMENT LLC holds 20 types of securities in its portfolio with a total value $238.5M. In the most recent quarter, they have increased their positions in LENZ (+200.0K shares, valued at $9.3M), FSLR (+40.0K shares, valued at $8.8M), YOU (+220.0K shares, valued at $7.3M); decreased their positions in APLD (-550.0K shares, valued at $12.6M), COMM (-775.0K shares, valued at $12.0M), NBIS (-20.0K shares, valued at $2.2M); initiated new positions in LENZ (+200.0K shares, valued at $9.3M), FSLR (+40.0K shares, valued at $8.8M), YOU (+220.0K shares, valued at $7.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APLD APPLIED DIGITAL CORP1.6M shares-25.11%2025-09-302025-11-14

SATS ECHOSTAR CORP400.0K shares23.08%2025-09-302025-11-14

NN NEXTNAV INC2.0M shares-6.69%2025-09-302025-11-14

INOD INNODATA INC360.0K shares1.41%2025-09-302025-11-14

AR ANTERO RESOURCES CORP470.0K shares-6.93%2025-09-302025-11-14

NBIS NEBIUS GROUP N.V.140.0K shares-12.50%2025-09-302025-11-14

SMCI SUPER MICRO COMPUTER INC250.0K shares-5.66%2025-09-302025-11-14

COMM COMMSCOPE HLDG CO INC750.0K shares-50.82%2025-09-302025-11-14

Sponsored

LENZ LENZ THERAPEUTICS INC200.0K sharesnew addition2025-09-302025-11-14

FSLR FIRST SOLAR INC40.0K sharesnew addition2025-09-302025-11-14

LYFT LYFT INC400.0K shares-2.44%2025-09-302025-11-14

YOU CLEAR SECURE INC220.0K sharesnew addition2025-09-302025-11-14

GSAT GLOBALSTAR INC165.1K shares-5.71%2025-09-302025-11-14

WW WW INTL INC210.0K sharesnew addition2025-09-302025-11-14

NXDR NEXTDOOR HOLDINGS INC2.6M sharesnew addition2025-09-302025-11-14

ECG EVERUS CONSTR GROUP30.0K shares0.00%2025-09-302025-11-14