2
WULF
TERAWULF INC · Financials
Consensus score 2/100 · #154 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
2
opened a position
Avg weight
1.2%
of their portfolios
Combined value
$289M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Lone Pine Capital Concentrated | 2.3% | $287M | NEW |
| Polen Capital Quality growth | 0.0% | $2M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.