Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CoinFund Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

CoinFund Management LLC (CIK 2087493) reported $35.4M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ORBS ($15.2M, 42.98%), FCRSU ($7.2M, 20.25%), MLAC ($6.0M, 16.85%), BMNR ($4.3M, 12.14%), FCRSWS ($1.3M, 3.75%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ORBSEIGHTCO HOLDINGS INC$15.2M42.98%16.3MTrimmed
2FCRSUFUTURECREST ACQUISITION CORP$7.2M20.25%703,750New
3MLACMOUNTAIN LAKE ACQUISITION CO$6.0M16.85%566,000Added
4BMNRBITMINE IMMERSION TECNOLOGIE$4.3M12.14%217,175Trimmed
5FCRSWSFUTURECREST ACQUISITION CORP$1.3M3.75%225,000Trimmed
6MSTRSTRATEGY INC$708,8642.00%5,680New
7BKKTBAKKT HOLDINGS INC$457,0341.29%62,097Added
8FCRSFUTURECREST ACQUISITION CORP$251,5000.71%25,000Hold
9STSSWSHARPS TECHNOLOGY INC$7,9260.02%215,385New
10AVXAVAX ONE TECHNOLOGY LTD$00.00%0Exited
11GNLNGREENLANE HLDGS INC$00.00%0Exited
12HSDTSOLANA CO$00.00%0Exited
13IPSTHERITAGE DISTILLING HLDG CO$00.00%0Exited
14IBITISHARES BITCOIN TRUST ETF$00.00%0Exited
15STSSSHARPS TECHNOLOGY INC$00.00%0Exited
16BNCWWCEA INDUSTRIES INC$00.00%0Exited
17DYNCDYNAMIX CORP$00.00%0Exited
18MLACUMOUNTAIN LAKE ACQUISITION CO$00.00%0Exited
19SVRNOCEANPAL INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31