Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (3 quarters reported)
$13.5M in Q1 2025 → — now. Hover for any quarter.
As reported for the quarter ended September 30, 2025. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| N Na | NaN% | Unchanged | 0 | — |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 2 quarters.
quarter ended September 30, 2025 · filed November 04, 2025
No position changes this quarter.
quarter ended June 30, 2025 · filed August 12, 2025
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| Core Scientific Inc | Exited | −328,850 | −$2.36M | — |
| Micron Technology Inc | Exited | −18,496 | −$1.57M | — |
| CM Cipher Mining Inc | Exited | −582,545 | −$1.33M | — |
| IB Ishares Bitcoin Trust ETF | Exited | −21,000 | −$999K | — |
| IB Ishares Bitcoin Trust ETF | Exited | −21,000 | −$999K | — |
| B Bitfarms Ltd | Exited | −1,170,150 | −$915K | — |
| Coinbase Global Inc | Exited | −5,155 | −$880K | — |
| KT Kraneshares Trust | Exited | −22,300 | −$781K | — |
| Block Inc | Exited | −13,408 | −$722K | — |
| Cleanspark Inc | Exited | −99,495 | −$674K | — |
Showing the 10 largest of 15 changes.
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