MC
Multicoin Capital Management, LLC
13F filer · CIK 0002017172Reported Aug 13, 2026
Net buyer this quarter
13F portfolio value$165MU.S. long equity reported on 13F
Positions20 new · 1 closed
Net flow last quarter+$70.4MBuys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 13, 20262 positions | |||||
| $146M | 88.54% | 0.63% | +114.3% | Q1 2026 | |
| $18.9M | 11.46% | 3.19% | Not reported | Q4 2025 | |
| Q1 2026Reported May 15, 20263 positions | |||||
| $47.1M | 62.08% | 0.29% | New | Q1 2026 | |
| $20.9M | 27.51% | 3.67% | Not reported | Q4 2025 | |
| $7.9M | 10.41% | 2.34% | -77.6% | Q3 2025 | |
| Q4 2025Reported Feb 13, 20264 positions | |||||
| $52.5M | 45.91% | 9.36% | Not reported | Q3 2025 | |
| $31M | 27.09% | 4.82% | New | Q4 2025 | |
| $20.7M | 18.06% | 0.14% | -77.1% | Q1 2024 | |
| $10.2M | 8.95% | 0.24% | Not reported | Q3 2024 | |
| Q3 2025Reported Nov 13, 20253 positions | |||||
| $142M | 51.86% | 9.23% | New | Q3 2025 | |
| $119M | 43.26% | 0.57% | Not reported | Q1 2024 | |
| $13.4M | 4.88% | 0.25% | Not reported | Q3 2024 | |
Premium opens every quarter this fund has filed