Multicoin Capital Management
AUSTIN, TXfiles as Multicoin Capital Management, LLC
$165m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 26.5% of the portfolio this quarter.
Value
$165m
Stocks
2
Top 10 share
100.0%
Turnover
26.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Robinhood MarketsHOOD88.5% of the fund+114%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
Holdings
- Bitwise Solana Staking ETFBSOL
- Share
- 11.5%
- Value
- $19m
- Shares
- 1,890,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Robinhood MarketsHOOD | 88.5% | $146m | 1,457,441 | +114% |
| Bitwise Solana Staking ETFBSOL | 11.5% | $19m | 1,890,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 32.3% since 30 June 2025.
Where the money is
Financial services88.5%
Other11.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.