1y return−45.7%S&P 500 +20.9%
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.
$100 invested in its stock picks
Since June 30, 2024: $97 against $137 in the S&P 500.2
Avenir Tech LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IBITIshares Bitcoin Trust Etf | $442.4M | 72.3% | −27.3% |
| TIGRUp Fintech Hldg Ltd | $96.0M | 15.7% | +110.8% |
| SPCKCollaborative Investmnt Ser | $12.3M | 2.0% | New |
| AMDAdvanced Micro Devices Inc | $8.6M | 1.4% | New |
| BITBBitwise Bitcoin Etf Tr | $5.5M | 0.9% | |
| MRVLMarvell Technology Inc | $5.5M | 0.9% | New |
| Mf Intl LtdCUSIP G6065C121 | $4.6M | 0.8% | |
| ARMArm Holdings PLC | $4.3M | 0.7% | New |
| LRCXLam Research Corp | $4.2M | 0.7% | New |
| MUMicron Technology Inc | $4.1M | 0.7% | New |
| AMATApplied Matls Inc | $3.9M | 0.6% | New |
| ALABAstera Labs Inc | $3.8M | 0.6% | New |
| Asml Hldg NvCUSIP N07059210 | $3.1M | 0.5% | +2145.7% |
| FBTCFidelity Wise Origin Bitcoin | $3.0M | 0.5% | |
| INTWGraniteshares Etf Tr | $2.5M | 0.4% | New |
| XXITwenty One Cap Inc | $2.0M | 0.3% | |
| AMDLGraniteshares Etf Tr | $1.5M | 0.2% | New |
| HOODRobinhood Mkts Inc | $1.2M | 0.2% | +843.8% |
| WDHWaterdrop Inc | $971K | 0.2% | |
| Ishares Ethereum TrCUSIP 46438R105 | $707K | 0.1% | |
| HSDTSolana Co | $480K | 0.1% | |
| BMNRBitmine Immersion Tecnologie | $387K | 0.1% | |
| Klarna Group PLCCUSIP G5279N105 | $364K | 0.1% | New |
| Strategy IncCUSIP 594972887 | $60K | 0.0% | New |
| GSGoldman Sachs Group Inc | $51K | 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 |
|---|---|---|---|
| GSGoldman Sachs Group Inc | June 30, 2024 | +123.6% | $51K |
| GOOGAlphabet Inc | June 30, 2024 | +92.6% | $35K |
| Asml Hldg NvCUSIP N07059210 | March 31, 2026 | +50.6% | $3.1M |
| HOODRobinhood Mkts Inc | March 31, 2026 | +44.7% | $1.2M |
| AAPLApple Inc | June 30, 2024 | +37.4% | $29K |
| METAMeta Platforms Inc | June 30, 2024 | +11.7% | $28K |
| IBITIshares Bitcoin Trust Etf | June 30, 2024 | −2.5% | $442.4M |
| FBTCFidelity Wise Origin Bitcoin | June 30, 2024 | −2.7% | $3.0M |
| Mf Intl LtdCUSIP G6065C121 | March 31, 2026 | −15.7% | $4.6M |
| PDDPdd Holdings Inc | June 30, 2025 | −27.1% | $76 |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −14.8% | +14.8% |
| March 31, 2026 | −23.7% | −4.6% |
| December 31, 2025 | −22.4% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +30.0% | +10.5% |
| March 31, 2025 | −11.8% | −4.6% |
| December 31, 2024 | +46.7% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Avenir Tech Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2029708&type=13F-HR&dateb=&owner=include&count=40CIK 2029708
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2029708/000110465926097058/Filed August 14, 2026 · accession 0001104659-26-097058