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Minotaur Global Opportunities Fund's investment thesis on Hut 8 ($HUT) — Q4 2025 | Buyside Digest

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$HUTNYSEHut 8

BULL

Minotaur Global Opportunities Fund—HUT

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$93.20USD

-0.4% vs last month

$51.27Pitched

+81.8% since pitch

Market Cap$11.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Minotaur purchased Hut 8 on the day they announced a massive 15-year, 245 MW data center lease to Anthropic that is backstopped by Google. The manager views...

— Minotaur Capital Management Pty Ltd

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