OnyxPoint Global Management LP

data from 31/03/2026

Capitalization

$ 424.434 M

18.15%

Performance

$ 185.164 M

43.31%

Average holding period

3 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in OnyxPoint Global Management LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 PR PERMIAN RESOURCES CORP 37.89% 160.826 M $ 7543437 2023/12/31 61.200 M $ 51.96 %
2026/03/31 ISHARES TR 17.07% 72.457 M $ 664800 2025/09/30 0.000 $ 0.00 %
2026/03/31 UNITED STS OIL FD LP 5.97% 25.348 M $ 199200 2026/03/31 0.000 $ 0.00 %
2026/03/31 CORE SCIENTIFIC INC NEW 3.98% 16.896 M $ 1129400 2025/03/31 1.657 M $ 2.75 %
2026/03/31 ISHARES TR 3.91% 16.616 M $ 67000 2025/03/31 0.000 $ 0.00 %
2026/03/31 TLN TALEN ENERGY CORP 3.46% 14.705 M $ 46065 2024/09/30 -5.209 M $ -14.84 %
2026/03/31 TALEN ENERGY CORP 2.75% 11.652 M $ 36500 2024/12/31 -1.151 M $ -14.84 %
2026/03/31 OXY-WT OCCIDENTAL PETE CORP 2.45% 10.383 M $ 242021 2022/12/31 4.404 M $ 122.64 %
2026/03/31 CORZ CORE SCIENTIFIC INC NEW 2.09% 8.881 M $ 593622 2025/06/30 67.448 K $ 2.75 %
2026/03/31 TERAWULF INC 2.01% 8.517 M $ 590200 2025/12/31 1.901 M $ 25.59 %
2026/03/31 GDS HLDGS LTD 2.00% 8.477 M $ 210400 2025/12/31 229.614 K $ 15.44 %
2026/03/31 ISHARES TR 1.66% 7.056 M $ 29400 2025/09/30 0.000 $ 0.00 %
2026/03/31 CHRD CHORD ENERGY CORPORATION 1.59% 6.735 M $ 47368 2022/12/31 4.041 M $ 53.38 %
2026/03/31 EQT EQT CORP 1.36% 5.781 M $ 90840 2026/03/31 0.000 $ 0.00 %
2026/03/31 PPTA PERPETUA RESOURCES CORP 1.14% 4.822 M $ 171473 2026/03/31 0.000 $ 0.00 %
2026/03/31 PSIX POWER SOLUTIONS INTL INC 1.12% 4.744 M $ 77919 2026/03/31 0.000 $ 0.00 %
2026/03/31 METLIFE INC 1.01% 4.279 M $ 60500 2026/03/31 0.000 $ 0.00 %
2026/03/31 CALIFORNIA RES CORP 0.94% 3.987 M $ 57600 2025/12/31 1.412 M $ 54.82 %
2026/03/31 MP MATERIALS CORP 0.88% 3.721 M $ 77100 2025/12/31 -174.246 K $ -4.47 %
2026/03/31 EXE EXPAND ENERGY CORPORATION 0.87% 3.708 M $ 33778 2026/03/31 0.000 $ 0.00 %
2026/03/31 PERMIAN RESOURCES CORP 0.85% 3.590 M $ 168400 2025/06/30 1.228 M $ 51.96 %
2026/03/31 LBRT LIBERTY ENERGY INC 0.73% 3.092 M $ 107378 2026/03/31 0.000 $ 0.00 %
2026/03/31 SPDR GOLD TR 0.71% 3.012 M $ 7000 2026/03/31 0.000 $ 0.00 %
2026/03/31 RIOT RIOT PLATFORMS INC 0.68% 2.870 M $ 232206 2025/09/30 -71.983 K $ -2.45 %
2026/03/31 MTDR MATADOR RES CO 0.67% 2.825 M $ 44717 2026/03/31 0.000 $ 0.00 %
2026/03/31 BITFARMS LTD 0.61% 2.610 M $ 1338400 2025/09/30 -535.360 K $ -17.02 %
2026/03/31 APA APA CORPORATION 0.60% 2.537 M $ 59783 2026/03/31 0.000 $ 0.00 %
2026/03/31 TALO TALOS ENERGY INC 0.53% 2.262 M $ 143500 2026/03/31 0.000 $ 0.00 %
2026/03/31 PUMP PROPETRO HLDG CORP 0.48% 2.047 M $ 142046 2026/03/31 0.000 $ 0.00 %
2026/03/31 CARVANA CO 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 AMERICAN ELEC PWR CO INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2026/03/31 ANTERO RESOURCES CORP 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2026/03/31 APPLIED DIGITAL CORP 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 BITDEER TECHNOLOGIES GROUP 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 BLUE OWL CAPITAL INC 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 CIRCLE INTERNET GROUP INC 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 CLEANSPARK INC 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 CONSTELLATION ENERGY CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2026/03/31 COREWEAVE INC 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 ENERGY TRANSFER L P 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2026/03/31 EQT CORP 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2026/03/31 FISERV INC 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 FREEPORT-MCMORAN INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2026/03/31 GOLAR LNG LTD 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2026/03/31 MGM RESORTS INTERNATIONAL 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 PUBLIC SVC ENTERPRISE GRP IN 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2026/03/31 RIOT PLATFORMS INC 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 ROBLOX CORP 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 SKYWORKS SOLUTIONS INC 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 SYMBOTIC INC 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 THOMSON REUTERS CORP 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 TRANSALTA CORP 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 CHKEL EXPAND ENERGY CORPORATION 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %