Q2 2025 Holdings
Filed 2025-07-30 | 111 holdings | $719.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netflix Inc(NFLX) | COM | 64110L106 | $8.8M | 6,548 | 1.2% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $9.2M | 22,789 | 1.3% |
| Grayscale Bitcoin Trust ETF(GBTC) | SHS REP COM UT | 389637109 | $11.5M | 135,449 | 1.6% |
| Direxion SHS ETF TR(TSLL) | DAILY TSLA 2X SH | 25460G286 | $16.5M | 1,397,733 | 2.3% |
| Grayscale Ethereum Mini TR E(ETH) | SHS NEW | 38964R203 | $18.3M | 769,517 | 2.5% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $20.4M | 149,749 | 2.8% |
| Grayscale Bitcoin Mini TR ET(BTC) | SHS NEW | 389930207 | $31.3M | 655,939 | 4.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $35.1M | 222,358 | 4.9% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $37.2M | 106,213 | 5.2% |
| Apple Inc(AAPL) | COM | 037833100 | $39.6M | 193,228 | 5.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $373.4M | 1,175,409 | 51.9% |