REX ADVISERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RCAT | 497K | $6.50B |
 | WULF | 48K | $689.75M |
 | VG | 41K | $650.89M |
 | SOC | 39K | $637.67M |
 | APLD | 30K | $707.45M |
 | FLY | 29K | $837.02M |
 | UPST | 28K | $725.89M |
 | FSLY | 26K | $749.75M |
 | PL | 23K | $631.67M |
 | AFRM | 17K | $765.19M |
 | SEDG | 14K | $699.38M |
 | LMND | 12K | $727.09M |
 | AAOI | 7K | $617.51M |
 | NBIS | 7K | $726.32M |
 | COHR | 3K | $690.81M |
 | LITE | 1K | $773.04M |
Red Cat Holdings, Inc.
RCAT
Shares Held
497K
Value
$6.50B
TeraWulf Inc.
WULF
Shares Held
48K
Value
$689.75M
Venture Global, Inc.
VG
Shares Held
41K
Value
$650.89M
Sable Offshore Corp.
SOC
Shares Held
39K
Value
$637.67M
Applied Digital Corp.
APLD
Shares Held
30K
Value
$707.45M
Firefly Aerospace Inc.
FLY
Shares Held
29K
Value
$837.02M
Upstart Holdings, Inc.
UPST
Shares Held
28K
Value
$725.89M
Fastly, Inc.
FSLY
Shares Held
26K
Value
$749.75M
Planet Labs PBC
PL
Shares Held
23K
Value
$631.67M
Affirm Holdings, Inc.
AFRM
Shares Held
17K
Value
$765.19M
SolarEdge Technologies, Inc.
SEDG
Shares Held
14K
Value
$699.38M
Lemonade, Inc.
LMND
Shares Held
12K
Value
$727.09M
Applied Optoelectronics, Inc.
AAOI
Shares Held
7K
Value
$617.51M
Nebius Group N.V.
NBIS
Shares Held
7K
Value
$726.32M
Coherent, Inc.
COHR
Shares Held
3K
Value
$690.81M
Lumentum Holdings Inc.
LITE
Shares Held
1K
Value
$773.04M