Multicoin Capital Management, LLC holds a concentrated book of 2 stocks worth $165.1M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). Their largest long position is Robinhood Markets Inc - A at 89% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Multicoin Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 3 / 2 | $930.4M |
| MORGAN STANLEY | 3 / 2 | $821.9M |
| Weiss Asset Management LP | 3 / 2 | $131.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 / 2 | $127.3M |
| Ken Griffin | 3 / 2 | $99.1M |
| JANE STREET GROUP, LLC | 3 / 2 | $41.6M |
| Tower Research Capital LLC (TRC) | 3 / 2 | $3.4M |
| Farther Finance Advisors, LLC | 3 / 2 | $2.4M |
Ranked by how many of Multicoin Capital Management, LLC's top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Robinhood MKTS Inc COM CL A | $146.2M | 1.46M | 88.5% | ▲+114% Added · +777K sh | |
| 2 | Bitwise Solana Staking ETF COM SHS OF BENEF | $18.9M | 1.89M | 11.5% | —Held |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2017172/holdings"
Use Arkolith to show Multicoin Capital Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.