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ParaFi Capital LP

Q2 2025 · Filed 2025-08-14
Market Value
$529M
+157.9%
Holdings
10
+1
New Purchases
3
Added To
4
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BITB 21.70% 0.00% +21.70% $115M
SBET 8.85% 0.00% +8.85% $47M
COIN 6.16% 5.31% +0.86% $33M
SRM 0.47% 0.00% +0.47% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBIT 21.69% 43.07% -21.37% $115M
ETHW 6.21% 11.64% -5.43% $33M
BTC 4.69% 7.47% -2.78% $25M
FBTC 19.36% 20.52% -1.16% $102M
WULF 0.00% 0.87% -0.87% $0
CORZ 10.86% 11.13% -0.28% $57M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $250M 47.2%
Mid Cap 3 $197M 37.3%
Small Cap 1 $47M 8.8%
Micro Cap 2 $35M 6.7%

Portfolio Analytics

Avg Market Cap
$15.5B
Median Market Cap
$6.0B
Avg P/E
78.6
Median P/E
78.6
Avg Dividend Yield
—%
Avg Beta
3.51
# Stocks
5
# ETFs / Funds
5

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BITB 21.70% 1,960,000 $115M $58.59 +1,960,000 NEW
2 IBIT 21.69% 1,875,003 $115M $61.21 $26M -12,498 -0.7%
3 FBTC 19.36% 1,090,000 $102M $93.99 $60M +505,000 +86.3%
4 CORZ 10.86% 3,364,763 $57M $17.07 $35M +209,940 +6.7%
5 SBET 8.85% 4,715,430 $47M $9.93 +4,715,430 NEW
6 ETHW 6.21% 1,820,000 $33M $18.06 $9M
7 COIN 6.16% 93,000 $33M $350.49 $22M +29,800 +47.1%
8 BTC 4.69% 520,000 $25M $47.75 $10M +100,000 +23.8%
9 SRM 0.47% 320,000 $2M $7.75 +320,000 NEW
10 WULF —% -$2M -651,000 -100.0% SOLD

New Positions

SymbolValue% Port
BITB $115M 21.70%
SBET $47M 8.85%
SRM $2M 0.47%

Sold Out Positions

SymbolValue% Port
WULF —%
View SEC EDGAR Filings for ParaFi Capital LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms