Arrington Capital Management, LLC 13F Holdings · Q2 2026
Arrington Capital Management, LLC reported 24 securities worth $162.71M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: XRPN (37.12%), TLT (18.59%), PURR (10.46%). Among its top 25 positions this quarter: 10 new, 4 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XRPN | ARMADA ACQUISITION CORP II | $60.4M | 37.12% | 5.8M | Hold |
| 2 | TLT | ISHARES TR | $30.2M | 18.59% | 350,000 | New |
| 3 | PURR | HYPERLIQUID STRATEGIES INC | $17.0M | 10.46% | 2.2M | Added |
| 4 | HOOD | ROBINHOOD MKTS INC | $6.8M | 4.16% | 67,500 | New |
| 5 | GLD | SPDR GOLD TR | $5.9M | 3.62% | 16,000 | New |
| 6 | EWY | ISHARES INC | $4.4M | 2.73% | 22,000 | Added |
| 7 | BNO | UNITED STS BRENT OIL FD LP | $3.5M | 2.13% | 85,100 | New |
| 8 | ZOOZ | ZOOZ STRATEGY LTD | $2.8M | 1.70% | 498,368 | New |
| 9 | GLXY | GALAXY DIGITAL INC. | $2.2M | 1.36% | 81,000 | Trimmed |
| 10 | UPXI | UPEXI INC | $2.2M | 1.33% | 2.8M | Hold |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | $2.1M | 1.28% | 62,500 | New |
| 12 | BRR | PROCAP FINL INC | $1.9M | 1.18% | 1.2M | Hold |
| 13 | SUIG | SUI GROUP HOLDINGS LIMITED | $1.9M | 1.18% | 1.7M | Hold |
| 14 | RKT | ROCKET COS INC | $1.7M | 1.06% | 110,000 | Hold |
| 15 | CORZ | CORE SCIENTIFIC INC NEW | $1.6M | 0.98% | 62,000 | Added |
| 16 | ECHO | ECHOSTAR CORP | $1.4M | 0.87% | 14,000 | New |
| 17 | BIL | SPDR SERIES TRUST | $1.4M | 0.84% | 15,000 | Trimmed |
| 18 | CIFR | CIPHER DIGITAL INC | $1.2M | 0.71% | 47,000 | New |
| 19 | SKYA | SKYAI INC | $1.2M | 0.71% | 1.0M | Hold |
| 20 | HSDT | SOLANA CO | $1.1M | 0.67% | 658,908 | Hold |
| 21 | URA | GLOBAL X FDS | $1.1M | 0.67% | 25,000 | Added |
| 22 | WULF | TERAWULF INC | $1.0M | 0.64% | 42,000 | Trimmed |
| 23 | TONX | TON STRATEGY CO | $965,300 | 0.59% | 378,549 | Hold |
| 24 | ZM | ZOOM COMMUNICATIONS INC | $949,410 | 0.58% | 11,000 | New |
| 25 | HYPD | HYPERION DEFI INC | $935,020 | 0.57% | 297,777 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR