REX Advisers, LLC
29 holdingsFiling period: 2026-03-31Current AUM: $29.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.50M | $7.0M | $8.1M | 27.06% | +245.0K | 2026-03-31 |
| 2 | RCAT | RED CAT HLDGS INC | 717.9K | $6.6M | $3.8M | 12.67% | -- | 2026-03-31 |
| 3 | TSLA | TESLA INC | 343.5K | $3.8M | $3.2M | 10.75% | +54.8K | 2026-03-31 |
| 4 | FLY | FIREFLY AEROSPACE INC | 147.0K | $1.0M | $740K | 2.48% | -- | 2026-03-31 |
| 5 | AFRM | AFFIRM HLDGS INC | 83.5K | $847K | $1.3M | 4.42% | -- | 2026-03-31 |
| 6 | LITE | LUMENTUM HLDGS INC | 5.5K | $831K | $844K | 2.83% | -- | 2026-03-31 |
| 7 | FSLY | FASTLY INC | 129.0K | $818K | $638K | 2.13% | -- | 2026-03-31 |
| 8 | LMND | LEMONADE INC | 58.0K | $776K | $598K | 2.00% | -- | 2026-03-31 |
| 9 | UPST | UPSTART HLDGS INC | 141.5K | $773K | $827K | 2.77% | -- | 2026-03-31 |
| 10 | SOC | SABLE OFFSHORE CORP | 193.0K | $761K | $244K | 0.82% | -- | 2026-03-31 |
| 11 | COHR | COHERENT CORP | 17.4K | $759K | $838K | 2.80% | -- | 2026-03-31 |
| 12 | SEDG | SOLAREDGE TECHNOLOGIES INC | 82.2K | $752K | $607K | 2.03% | -- | 2026-03-31 |
| 13 | — | NEBIUS GROUP N.V. | 35.0K | $746K | $746K | 2.50% | -- | 2026-03-31 |
| 14 | WULF | TERAWULF INC | 239.0K | $745K | $912K | 3.05% | -- | 2026-03-31 |
| 15 | AAOI | APPLIED OPTOELECTRONICS INC | 43.8K | $735K | $820K | 2.74% | -- | 2026-03-31 |
| 16 | APLD | APPLIED DIGITAL CORP | 149.0K | $735K | $848K | 2.84% | -- | 2026-03-31 |
| 17 | VG | VENTURE GLOBAL INC | 206.5K | $732K | $621K | 2.08% | -- | 2026-03-31 |
| 18 | PL | PLANET LABS PBC | 135.6K | $715K | $524K | 1.75% | -- | 2026-03-31 |
| 19 | WMT | WALMART INC | 175.0K | $689K | $616K | 2.06% | +124.5K | 2026-03-31 |
| 20 | COIN | COINBASE GLOBAL INC | 48.7K | $675K | $565K | 1.89% | -13,800 | 2026-03-31 |
| 21 | LLY | ELI LILLY & CO | 11.0K | $612K | $764K | 2.56% | +6.5K | 2026-03-31 |
| 22 | MSTR | STRATEGY INC | 76.2K | $593K | $443K | 1.48% | -1,300 | 2026-03-31 |
| 23 | CRWV | COREWEAVE INC | 44.5K | $374K | $346K | 1.16% | +17.0K | 2026-03-31 |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | 37.0K | $369K | $310K | 1.04% | +13.0K | 2026-03-31 |
| 25 | HOOD | ROBINHOOD MKTS INC | 41.0K | $275K | $343K | 1.15% | +7.5K | 2026-03-31 |
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