RIOT

Riot Platforms Inc

2 super-investor ownerscombined $108Mlargest position 0.7%

1 NEW

2 of the 83 super-investors we track hold RIOT, worth a combined $108M per their latest 13F filings. The largest position: John Armitage at 0.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 27 of 100 (how strongly the cohort backs it) — ranked #487 of 725 stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own RIOT

The most notable development this quarter is John Armitage's new $72M position, which at 0.7% of his portfolio represents the highest conviction in the cohort. Joel Greenblatt holds a much smaller, rounding-to-zero slice worth $36M, a position that has been present for several quarters. Combined cohort exposure sits at $108M across just two holders. The eight-quarter ownership count — which oscillated at one before briefly touching two last quarter, then returning to one, and now back to two — suggests RIOT has not built durable broad interest among super-investors. Armitage's entry lifts aggregate exposure materially, but the cohort remains thin and concentrated in a single new conviction bet.

AI-synthesized from 13F filings. Not investment advice.