Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Armada Acquisition Corp IICUSIP G0R38G104 | $60.4M | 67.1% | |
| PURRHyperliquid Strategies Inc | $11.8M | 13.1% | +22.4% |
| Zooz Strategy LtdCUSIP M2573A239 | $2.8M | 3.1% | New |
| UPXIUpexi Inc | $2.2M | 2.4% | |
| SUIGSui Group Holdings Limited | $1.9M | 2.1% | |
| SVIAProcap Finl Inc | $1.9M | 2.1% | |
| BILSpdr Series Trust | $1.4M | 1.5% | −35.1% |
| SKYASkyai Inc | $1.2M | 1.3% | |
| HSDTSolana Co | $1.1M | 1.2% | |
| TONXTon Strategy Co | $965K | 1.1% | |
| HYPDHyperion Defi Inc | $935K | 1.0% | New |
| BNCCea Industries Inc | $872K | 1.0% | |
| SPYState Str Spdr S&p 500 Etf T | $747K | 0.8% | New |
| Brera Holdings PLCCUSIP G13311132 | $556K | 0.6% | New |
| EWYIshares Inc | $404K | 0.4% | −84.6% |
| NAKANakamoto Inc | $289K | 0.3% | New |
| COINCoinbase Global Inc | $244K | 0.3% | |
| BMNRBitmine Immersion Techs Inc | $200K | 0.2% | New |
| Armada Acquisition Corp IICUSIP G0R38G112 | $119K | 0.1% | |
| CNTNCanton Strategic Holdings In | $85K | 0.1% | New |
| IPSTIp Strategy Holdings Inc | $49K | 0.1% | New |
| BNCWWCea Industries Inc | $0 | 0.0% | |
| DFDVWDefi Development Corp | $0 | 0.0% | |
| SKYAWSkyai Inc | $0 | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PURRHyperliquid Strategies Inc | December 31, 2025 | +121.1% | $11.8M |
| EWYIshares Inc | March 31, 2026 | +64.1% | $404K |
| TONXTon Strategy Co | December 31, 2025 | +28.1% | $965K |
| SKYAWSkyai Inc | December 31, 2025 | +5.1% | $0 |
| Armada Acquisition Corp IICUSIP G0R38G104 | December 31, 2025 | +1.8% | $60.4M |
| BILSpdr Series Trust | March 31, 2026 | +0.0% | $1.4M |
| Armada Acquisition Corp IICUSIP G0R38G112 | December 31, 2025 | −4.5% | $119K |
| SUIGSui Group Holdings Limited | December 31, 2025 | −30.5% | $1.9M |
| COINCoinbase Global Inc | December 31, 2025 | −35.4% | $244K |
| HSDTSolana Co | December 31, 2025 | −42.9% | $1.1M |
Sold off last quarter
- Zooz Strategy LtdCUSIP M2573A106 was $3.0M
- Brera Holdings PLCCUSIP G13311116 was $862K
- DBAInvesco Db Multi-sector Comm was $683K
- Nakamoto IncCUSIP 49457M106 was $647K
- Ishares Ethereum TrCUSIP 46438R105 was $317K
- GLXYGalaxy Digital Inc. was $258K
- Ip Strategy Holdings IncCUSIP 42727R203 was $109K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.4% | +14.8% |
| March 31, 2026 | −8.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Arrington Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2087115&type=13F-HR&dateb=&owner=include&count=40CIK 2087115
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2087115/000208711526000003/Filed August 11, 2026 · accession 0002087115-26-000003