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ParaFi Capital LP

Q3 2025 · Filed 2025-11-14
Market Value
$457M
-13.5%
Holdings
12
+2
New Purchases
3
Added To
0
Closed
2
Reduced
4
Top 10 Concentration
100.0%
Turnover
41.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SBET 15.34% 8.85% +6.49% $70M
BITB 26.66% 21.70% +4.96% $122M
FBTC 23.78% 19.36% +4.42% $109M
NAKA 4.16% 0.00% +4.16% $19M
STRK 1.23% 0.00% +1.23% $6M
BTC 5.76% 4.69% +1.06% $26M
CEPF 0.45% 0.00% +0.45% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CORZ 0.70% 10.86% -10.15% $3M
ETHW 0.00% 6.21% -6.21% $0
COIN 0.96% 6.16% -5.20% $4M
IBIT 20.96% 21.69% -0.73% $96M
SRM 0.00% 0.47% -0.47% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $215M 46.9%
Mid Cap 3 $152M 33.1%
Small Cap 2 $72M 15.8%
Micro Cap 3 $19M 4.2%

Portfolio Analytics

Avg Market Cap
$13.9B
Median Market Cap
$3.7B
Avg P/E
69.3
Median P/E
61.2
Avg Dividend Yield
—%
Avg Beta
2.81
# Stocks
7
# ETFs / Funds
5

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BITB 26.66% 1,960,000 $122M $62.22 $7M
2 FBTC 23.78% 1,090,000 $109M $99.81 $6M
3 IBIT 20.96% 1,475,000 $96M $65.00 -$19M -400,003 -21.3%
4 SBET 15.34% 4,125,430 $70M $17.01 $23M -590,000 -12.5%
5 BTC 5.76% 520,000 $26M $50.63 $1M
6 NAKA 4.16% 17,764,820 $19M $1.07 +17,764,820 NEW
7 STRK 1.23% 61,500 $6M $91.70 +61,500 NEW
8 COIN 0.96% 13,001 $4M $337.49 -$28M -79,999 -86.0%
9 CORZ 0.70% 179,613 $3M $17.94 -$54M -3,185,150 -94.7%
10 CEPF 0.45% 200,000 $2M $10.19 +200,000 NEW
11 ETHW —% -$33M -1,820,000 -100.0% SOLD
12 SRM —% -$2M -320,000 -100.0% SOLD

New Positions

SymbolValue% Port
NAKA $19M 4.16%
STRK $6M 1.23%
CEPF $2M 0.45%

Sold Out Positions

SymbolValue% Port
ETHW —%
SRM —%
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