PLUSTICK MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NN | 2.07M | $34.38M |
 | APLD | 1.00M | $24.52M |
 | RUN | 500K | $9.20M |
 | CCCX | 400K | $6.24M |
 | LYFT | 400K | $7.75M |
 | LUMN | 400K | $3.11M |
 | SATS | 365K | $39.68M |
 | SOC | 350K | $3.16M |
 | INOD | 330K | $16.81M |
 | AR | 320K | $11.03M |
 | YOU | 275K | $9.65M |
 | SMCI | 225K | $6.59M |
 | LENZ | 200K | $3.20M |
 | GSAT | 165K | $10.08M |
 | COMM | 150K | $2.72M |
 | NBIS | 135K | $11.30M |
 | MRNA | 130K | $3.83M |
 | FSLR | 40K | $10.45M |
 | ECG | 30K | $2.57M |
NextNav Inc.
NN
Shares Held
2.07M
Value
$34.38M
Applied Digital Corporation
APLD
Shares Held
1.00M
Value
$24.52M
Sunrun Inc.
RUN
Shares Held
500K
Value
$9.20M
Churchill Capital Corp X
CCCX
Shares Held
400K
Value
$6.24M
Lyft, Inc.
LYFT
Shares Held
400K
Value
$7.75M
Lumen Technologies, Inc.
LUMN
Shares Held
400K
Value
$3.11M
EchoStar Corporation
SATS
Shares Held
365K
Value
$39.68M
Sable Offshore Corp.
SOC
Shares Held
350K
Value
$3.16M
Innodata Inc.
INOD
Shares Held
330K
Value
$16.81M
Antero Resources Corporation
AR
Shares Held
320K
Value
$11.03M
Clear Secure, Inc.
YOU
Shares Held
275K
Value
$9.65M
Super Micro Computer, Inc.
SMCI
Shares Held
225K
Value
$6.59M
LENZ Therapeutics, Inc.
LENZ
Shares Held
200K
Value
$3.20M
Globalstar, Inc.
GSAT
Shares Held
165K
Value
$10.08M
CommScope Holding Company, Inc.
COMM
Shares Held
150K
Value
$2.72M
Nebius Group N.V.
NBIS
Shares Held
135K
Value
$11.30M
Moderna, Inc.
MRNA
Shares Held
130K
Value
$3.83M
First Solar, Inc.
FSLR
Shares Held
40K
Value
$10.45M
Everus Construction Group, Inc.
ECG
Shares Held
30K
Value
$2.57M