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Morton Capital Management LLC/CA → HODL

Morton Capital Management LLC/CA HODL Position History

VanEck Bitcoin ETF • Financial Services

Quarters held
8
Latest value
$27.1M
Q3 2026
Peak value
$27.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.9M
Q4 2025$23.7M
Q1 2026$5.7M
Q1 2026$27.6M
Q2 2026$4.7M
Q2 2026$25.6M
Q3 2026$5.9M
Q3 2026$27.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$27.1M370.2K——
Q3 2026$5.9M67.6K——
Q2 2026$25.6M372.6K——
Q2 2026$4.7M62.5K——
Q1 2026$27.6M380.2K——
Q1 2026$5.7M62.0K——
Q4 2025$23.7M394.2K——
Q4 2025$5.9M68.2K——

Other funds holding HODL

Other Morton Capital Management LLC/CA positions

BTCW

WISDOMTREE TR

$157.3M
OUNZ

VANECK MERK GOLD ETF

$154.7M
OUNZ

VANECK MERK GOLD ETF

$152.3M
OUNZ

VANECK MERK GOLD ETF

$141.1M
OUNZ

VANECK MERK GOLD ETF

$135.8M
DIOD

DIMENSIONAL ETF TRUST

$92.9M
DIOD

DIMENSIONAL ETF TRUST

$90.8M
BTCW

WISDOMTREE TR

$87.6M