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Portfolio (Quarterly) Guide ↗

Feynman Point Asset Management LLC

· CIK 0002110123
13F Portfolio $81M AUM 25 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 24 New
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BTGO BITGO HOLDINGS INC Financial Services 38,000.0 $313K 0.39% NEW $8.23 -1.3%
22 M3BRIGADE ACQUISITION V CORP 300,000.0 $89K 0.11% NEW $0.30
23 SHARPS TECHNOLOGY INC 552,139.0 $20K 0.03% NEW $0.04
24 QQQ INVESCO QQQ TR Financial Services 3.0 $2K 0.00% NEW $577.33 +23.5%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.8%
Technology 30.7%
Healthcare 10.5%