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Bullish

13F filer · CIK 0001872195
Reported Aug 19, 2026
13F portfolio value$178MU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter$0Buys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 19, 20263 positions
BTCGrayscale Bitcoin Mini Trust ETF$117M65.87%3.78%Not reportedQ4 2025
GDLCGrayscale CoinDesk Crypto 5 ETF$59.5M33.39%19.24%Not reportedQ4 2025
IBITiShares Bitcoin Trust ETF$1.33M0.75%0.00%Not reportedQ4 2025
Q1 2026Reported Aug 19, 20263 positions
BTCGrayscale Bitcoin Mini Trust ETF$136M64.15%3.98%Not reportedQ4 2025
GDLCGrayscale CoinDesk Crypto 5 ETF$70.3M33.26%18.52%Not reportedQ4 2025
IBITiShares Bitcoin Trust ETF$1.54M0.73%0.00%Not reportedQ4 2025
Q4 2025Reported Aug 19, 20263 positions
BTCGrayscale Bitcoin Mini Trust ETF$175M64.80%4.15%NewQ4 2025
GDLCGrayscale CoinDesk Crypto 5 ETF$93.2M34.46%17.30%NewQ4 2025
IBITiShares Bitcoin Trust ETF$1.99M0.73%0.00%NewQ4 2025
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