According to @stocktalkweekly, the top three portfolio positions by weighting are EnerSys (ENS) opened at 112.87 on 2025-10-13, Amkor (AMKR) opened at 24.35 on 2025-09-05, and Viavi (VIAV) opened at 13.58 on 2025-10-24; all positions are subject to change. source: @stocktalkweekly on X, Nov 23, 2025 The author notes the full 14-position portfolio is available at whop.com/stocktalk. source: @stocktalkweekly on X, Nov 23, 2025 No cryptocurrency tickers or digital-asset exposure are mentioned in the post, indicating no direct crypto market impact is specified. source: @stocktalkweekly on X, Nov 23, 2025

According to @StockMKTNewz, Seth Klarman has updated his portfolio, but the post provides no holdings or size details, so no tradeable changes can be confirmed yet (source: @StockMKTNewz on X, Nov 13, 2025). The timing aligns with the U.S. Form 13F deadline of 45 days after quarter-end, so traders should confirm any changes only once the official Form 13F appears on the SEC EDGAR system (source: U.S. SEC Form 13F rules; source: U.S. SEC EDGAR). With no verified position data, there is no identifiable impact on crypto-exposed equities or digital assets at this time, and trading should wait for the publicly filed document to avoid acting on unverified information (source: @StockMKTNewz on X, Nov 13, 2025; source: U.S. SEC EDGAR).