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 |
|---|---|---|---|
| BTCGreyscale Bitcoin Mini Tr Etf | $117.4M | 65.9% | |
| Greyscale Coindesk CryptoCUSIP G40705108 | $59.5M | 33.4% | |
| IBITIshares Bitcoin Trust Etf | $1.3M | 0.7% |
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 |
|---|---|---|---|
| IBITIshares Bitcoin Trust Etf | December 31, 2025 | −33.0% | $1.3M |
| BTCGreyscale Bitcoin Mini Tr Etf | December 31, 2025 | −33.0% | $117.4M |
| Greyscale Coindesk CryptoCUSIP G40705108 | December 31, 2025 | −36.1% | $59.5M |
Sold off last quarter
- KRYPProshares Tr was $4.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −14.1% | +14.8% |
| March 31, 2026 | −23.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bullish Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1872195&type=13F-HR&dateb=&owner=include&count=40CIK 1872195
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1872195/000092963826003155/Filed August 19, 2026 · accession 0000929638-26-003155