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CoinFund Management LLC

Q1 2026 · Filed 2026-05-15
Market Value
$33.1B
Holdings
13
New Purchases
3
Added To
2
Closed
6
Reduced
2
Top 10 Concentration
100.0%
Turnover
69.2%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $4.3B 13.0%
Small Cap 3 $13.1B 39.7%
Micro Cap 7 $15.7B 47.4%

Portfolio Analytics

Avg Market Cap
$9.2B
Median Market Cap
$209M
Avg P/E
16.2
Median P/E
16.2
Avg Dividend Yield
0.00%
Avg Beta
1.71
# Stocks
12
# ETFs / Funds
1

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ORBS 45.95% 16,311,288 $15.2B $932.20 $15.2B -812,000 -4.7%
2 FCRS 21.65% 703,750 $7.2B $10,180.00 +703,750 NEW
3 MLAC 18.01% 566,000 $6.0B $10,530.10 $6.0B +105,000 +22.8%
4 BMNR 12.98% 217,175 $4.3B $19,780.00 $4.3B -259,492 -54.4%
5 BKKT 1.38% 62,097 $457M $7,360.00 $456M +6,842 +12.4%
6 STSSW 0.02% 215,385 $8M $36.80 +215,385 NEW
7 MSTR —% 5,680 $709K $124.80 +5,680 NEW
8 HSDT —% -$2M -726,638 -100.0% SOLD
9 STSS —% -$437K -215,385 -100.0% SOLD
10 ETHM —% -$2M -166,000 -100.0% SOLD
11 IBIT —% -$1M -26,280 -100.0% SOLD
12 VAPEW —% -$27K -495,049 -100.0% SOLD
13 OP —% -$953K -882,354 -100.0% SOLD

New Positions

SymbolValue% Port
FCRS $7.2B 21.65%
STSSW $8M 0.02%
MSTR $709K —%

Sold Out Positions

SymbolValue% Port
HSDT —%
IBIT —%
STSS —%
OP —%
ETHM —%
VAPEW —%
View SEC EDGAR Filings for CoinFund Management LLC →

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