Crystal Cove Asset Management, LLC — 13F holdings

Crystal Cove Asset Management, LLC reported 20 holdings worth $91.7M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. EOSE EOS ENERGY ENTERPRISES INC — $25.2M (27.5%)
  2. IREN IREN LIMITED — $20.3M (22.2%)
  3. AR ANTERO RESOURCES CORP — $17.3M (18.8%)
  4. CSIQ CANADIAN SOLAR INC — $13.9M (15.2%)
  5. AAPL APPLE INC — $4.52M (4.9%)
  6. VG VENTURE GLOBAL INC — $1.50M (1.6%)
  7. VITL VITAL FARMS INC — $1.20M (1.3%)
  8. RIG TRANSOCEAN LTD — $1.18M (1.3%)
  9. GIS GENERAL MLS INC — $1.15M (1.3%)
  10. CAG CONAGRA BRANDS INC — $1.13M (1.2%)