Q2 2026 13F filing
Updated 30 days ago56 disclosed positions worth $452.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C COIN COINBASE GLOBAL INC | $40.9M | 279.9K | 9.04% | — |
| 2 | I IREN IREN LIMITED | $35.9M | 784.8K | 7.93% | — |
| 3 | S STRD STRATEGY INC | $30.8M | 354.1K | 6.80% | — |
| 4 | S STT-PG SPDR SERIES TRUST | $22.7M | 247.2K | 5.01% | — |
| 5 | R RIOT RIOT PLATFORMS INC | $21.3M | 778.3K | 4.71% | — |
| 6 | M MARA MARA HOLDINGS INC | $21.2M | 1.53M | 4.68% | — |
| 7 | C CIFR CIPHER DIGITAL INC | $20.9M | 854.9K | 4.63% | — |
| 8 | G GLXY GALAXY DIGITAL INC. | $20.9M | 763.1K | 4.61% | — |
| 9 | W WULF TERAWULF INC | $19.8M | 799.7K | 4.37% | — |
| 10 | H HUT HUT 8 CORP | $19.7M | 170.8K | 4.36% | — |
| 11 | F FGRS FIGURE TECHNOLOGY SOLUTIO | $18M | 586.2K | 3.98% | — |
| 12 | C COIN COINBASE GLOBAL INC | $16.5M | 113.2K | 3.66% | — |
| 13 | B BMNP BITMINE IMMERSION TECHS INC | $16.1M | 1.21M | 3.55% | — |
| 14 | C CRCL CIRCLE INTERNET GROUP INC | $15M | 239.1K | 3.31% | — |
| 15 | C CEG CLEANSPARK INC | $14.7M | 1.01M | 3.25% | — |
| 16 | K KEEL KEEL INFRASTRUCTURE CORP | $13.8M | 2.41M | 3.05% | — |
| 17 | B BTDR BITDEER TECHNOLOGIES GROUP | $9M | 566.5K | 1.99% | — |
| 18 | E ETOR ETORO GROUP LTD | $8.4M | 212.9K | 1.86% | — |
| 19 | H HOOD ROBINHOOD MKTS INC | $7.8M | 77.6K | 1.72% | — |
| 20 | V V VISA INC | $6.8M | 19.8K | 1.50% | — |
| 21 | M MELI MERCADOLIBRE INC | $6.8M | 4.0K | 1.49% | — |
| 22 | M MA MASTERCARD INCORPORATED | $6.7M | 13.0K | 1.48% | — |
| 23 | B BNY-PK BANK OF NY MELLON CORP | $6.5M | 44.9K | 1.44% | — |
| 24 | S STRD STRATEGY INC | $6.5M | 74.7K | 1.44% | — |
| 25 | B BSTZ BLACKROCK INC | $6.2M | 6.4K | 1.37% | — |
| 26 | C CME CME GROUP INC | $5.5M | 24.9K | 1.21% | — |
| 27 | E ETHA ISHARES INC | $5.1M | 79.4K | 1.13% | — |
| 28 | ? N/A AMPLIFY ETF TR | $3.8M | 147.2K | 0.84% | — |
| 29 | ? N/A GLOBAL X FDS | $3.8M | 48.9K | 0.84% | — |
| 30 | B BLSH BULLISH | $3.7M | 158.2K | 0.82% | — |
| 31 | S STRD STRATEGY INC | $2.4M | 27.5K | 0.53% | — |
| 32 | M MARA MARA HOLDINGS INC | $2.2M | 161.0K | 0.49% | — |
| 33 | H HIVE HIVE DIGITAL TECHNOLOGIES LT | $1.7M | 475.5K | 0.38% | — |
| 34 | M MARA MARA HOLDINGS INC | $1.4M | 99.9K | 0.31% | — |
| 35 | G GME-WT GAMESTOP CORP | $1.1M | 50.5K | 0.25% | — |
| 36 | X XXI TWENTY ONE CAP INC | $971K | 196.1K | 0.21% | — |
| 37 | R RIOT RIOT PLATFORMS INC | $830K | 30.3K | 0.18% | — |
| 38 | H HUT HUT 8 CORP | $754K | 6.5K | 0.17% | — |
| 39 | C CEG CLEANSPARK INC | $695K | 47.8K | 0.15% | — |
| 40 | E EMPD EMPERY DIGITAL INC | $691K | 194.1K | 0.15% | — |
| 41 | B BLSH BULLISH | $651K | 27.8K | 0.14% | — |
| 42 | A ABTC AMERICAN BITCOIN CORP. | $549K | 806.5K | 0.12% | — |
| 43 | S SATA STRIVE INC | $455K | 41.7K | 0.10% | — |
| 44 | C CRCL CIRCLE INTERNET GROUP INC | $282K | 4.5K | 0.06% | — |
| 45 | S SLV ISHARES SILVER TR | $280K | 5.2K | 0.06% | — |
| 46 | K KEEL KEEL INFRASTRUCTURE CORP | $279K | 48.8K | 0.06% | — |
| 47 | B BSQKZ BLOCK INC | $275K | 3.6K | 0.06% | — |
| 48 | C CIFR CIPHER DIGITAL INC | $273K | 11.1K | 0.06% | — |
| 49 | ? N/A BITGO HOLDINGS INC | $271K | 52.3K | 0.06% | — |
| 50 | G GLXY GALAXY DIGITAL INC. | $268K | 9.8K | 0.06% | — |