- Minotaur Quarterly March 2026 Minotaur increased AI-infrastructure exposure, adding Micron during the March sell-off while retaining SK hynix and Hut 8 as demand for compute and memory tightened. The fund made Leapmotor a top-ten holding after its Shenzhen research trip, arguing that vertical integration, scale and Stellantis distribution position it to gain from Chinese EV consolidation. March 2026 BYDDF $99BMU $946B
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