Follow-The-Filings

Security

Terawulf Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 4 new max 2.3% (Stephen Mandel - Lone Pin...)

owners 14
max % 2.3%
tracked value $1.2B
qoq N 4 A 4 R 4

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 2.3% New 2.3% 19,921,430 $287M hist
Ben Hoskin - Value Aligned Research Advisors, LLC 2026 Q1 0.6% New 0.6% 7,848,232 $113M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.10 pp 9,374,298 $135M hist
Senator Investment Group LP 2026 Q1 0.1% Add +0.05 pp 139,071 $2M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.06 pp 3,956,129 $45M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce -0.02 pp 3,133,122 $45M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.06 pp 4,214,041 $61M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 33,643,009 $387M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 2,824,634 $41M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 1,659,697 $24M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 193,593 $3M hist
Polen Capital Management LLC 2026 Q1 0.0% New 0.0% 106,375 $2M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 399,600 $5M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 299,143 $4M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue
Gross profit $41.91M $66.04M
Gross margin
Net income -$73.42M -$72.42M -$661.42M
Net margin

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $62.59M $281.43M $3.48B
Total non-current assets * $315.52M $506.08M $3.08B
Total assets $378.11M $787.51M $6.56B
Total current liabilities $154.66M $51.84M $1.74B
Total non-current liabilities * $955,000 $491.22M $4.68B
Total equity $222.49M $244.44M $140.44M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $4.26M -$24.42M -$123.18M
Cash from investing -$78.01M -$91.16M -$1.37B
Cash from financing $119.87M $335.21M $4.94B
Net change in cash $46.12M $219.63M $3.45B

ownership over time

filing count by report period · click a bar for that quarter’s holders