Q2 2026 13F filing
Updated 29 days ago184 disclosed positions worth $201.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I IBIT ISHARES BITCOIN TRUST ETF | $11.6M | 349.5K | 5.76% | — |
| 2 | E ETHA ISHARES TR | $10.5M | 95.1K | 5.20% | — |
| 3 | L LLOBF LLOYDS BANKING GROUP PLC | $10.5M | 1.80M | 5.19% | — |
| 4 | R RBSPF NATWEST GROUP PLC | $9.2M | 523.9K | 4.58% | — |
| 5 | E ETHA ISHARES ETHEREUM TR | $8.6M | 719.6K | 4.24% | — |
| 6 | B BCLYF BARCLAYS PLC | $6.7M | 251.2K | 3.34% | — |
| 7 | A AVGO BROADCOM INC | $5.9M | 15.5K | 2.91% | — |
| 8 | G GOOGN ALPHABET INC | $5.1M | 14.3K | 2.51% | — |
| 9 | A ARKB ARK 21SHARES BITCOIN ETF | $5M | 255.4K | 2.46% | — |
| 10 | B BITB BITWISE BITCOIN ETF TR | $4.9M | 155.4K | 2.45% | — |
| 11 | B BTCO INVESCO GALAXY BITCOIN ETF | $4.9M | 84.6K | 2.45% | — |
| 12 | H HODL VANECK BITCOIN ETF | $4.9M | 296.4K | 2.44% | — |
| 13 | G GLAXF GSK PLC | $4.1M | 78.7K | 2.04% | — |
| 14 | S SPGI S&P GLOBAL INC | $3.8M | 9.3K | 1.87% | — |
| 15 | P PBR-A PETROLEO BRASILEIRO S A | $3.5M | 217.4K | 1.74% | — |
| 16 | P PHYS SPROTT ASSET MANAGEMENT LP | $3.3M | 110.7K | 1.65% | — |
| 17 | A AMD ADVANCED MICRO DEVICES INC | $3.2M | 5.5K | 1.60% | — |
| 18 | A AMZN AMAZON COM INC | $3.2M | 13.5K | 1.59% | — |
| 19 | N NVDA NVIDIA CORPORATION | $3.1M | 15.4K | 1.52% | — |
| 20 | L LLY ELI LILLY & CO | $3.1M | 2.5K | 1.51% | — |
| 21 | M META META PLATFORMS INC | $3M | 5.4K | 1.50% | — |
| 22 | L LBTYK LIBERTY GLOBAL LTD | $3M | 275.3K | 1.50% | — |
| 23 | F FBTC FIDELITY WISE ORIGIN BITCOIN | $3M | 58.8K | 1.49% | — |
| 24 | S STRD STRATEGY INC | $2.9M | 33.6K | 1.45% | — |
| 25 | ? N/A VOLATILITY SHS TR | $2.8M | 489.3K | 1.39% | — |
| 26 | C COIN COINBASE GLOBAL INC | $2.8M | 19.2K | 1.39% | — |
| 27 | M MA MASTERCARD INCORPORATED | $2.8M | 5.4K | 1.37% | — |
| 28 | Z Z ZILLOW GROUP INC | $2.6M | 81.7K | 1.27% | — |
| 29 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.3M | 4.6K | 1.15% | — |
| 30 | B BTAFF BRITISH AMERN TOB PLC | $1.9M | 30.2K | 0.93% | — |
| 31 | R RYDAF SHELL PLC | $1.8M | 23.8K | 0.91% | — |
| 32 | H HEI-A HEICO CORP NEW | $1.8M | 6.9K | 0.89% | — |
| 33 | D DGEAF DIAGEO PLC | $1.7M | 21.2K | 0.84% | — |
| 34 | V VGES VANGUARD SCOTTSDALE FDS | $1.4M | 30.5K | 0.71% | — |
| 35 | D DEC DIVERSIFIED ENERGY CO | $1.3M | 94.1K | 0.65% | — |
| 36 | B BRRR COINSHARES BITCOIN ETF | $1.2M | 72.5K | 0.59% | — |
| 37 | N NWSLL NEWS CORP NEW | $1.2M | 42.1K | 0.58% | — |
| 38 | H HBCYF HSBC HLDGS PLC | $1.2M | 12.4K | 0.58% | — |
| 39 | R RTPPF RIO TINTO PLC | $1.2M | 12.3K | 0.58% | — |
| 40 | C CENTA CENTRAL GARDEN & PET CO | $938K | 24.2K | 0.46% | — |
| 41 | W WSE WISE GROUP PLC | $928K | 77.9K | 0.46% | — |
| 42 | A AZN ASTRAZENECA PLC | $852K | 4.5K | 0.42% | — |
| 43 | U UHAL-B U HAUL HOLDING COMPANY | $852K | 14.8K | 0.42% | — |
| 44 | L LILAP LIBERTY LATIN AMERICA LTD | $747K | 95.9K | 0.37% | — |
| 45 | U UNFI UNDER ARMOUR INC | $736K | 118.3K | 0.36% | — |
| 46 | P PSORF PEARSON PLC | $719K | 45.3K | 0.36% | — |
| 47 | B BPPFF BP PLC | $686K | 18.6K | 0.34% | — |
| 48 | M MDT MEDTRONIC PLC | $650K | 8.3K | 0.32% | — |
| 49 | S SAPGF SAP SE | $612K | 4.0K | 0.30% | — |
| 50 | C CVX CHEVRON CORPORATION | $600K | 3.6K | 0.30% | — |