Arkolith/Funds/Paradigm Operations LP

Paradigm Operations LP

CIK 1911136Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Paradigm Operations LP holds a concentrated book of 4 stocks worth $1.0B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Amber International Holding and trimmed Coinbase Global Inc -Class A. Their largest long position is Robinhood Markets Inc - A at 46% of the equity book.

Opened
1
bought for the first time
Added to
1
already held, bought more
Trimmed
1
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
100%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Paradigm Operations LP

Manager / fundShared namesTheir $ in those
Ribbit Management Company, LLC2 / 4$443.9M
a16z Perennial Management, L.P.2 / 4$262.5M
Newlands Management Operations LLC2 / 4$2.4B
Bitwise Funds Trust2 / 4$48.9M
Amova Asset Management Americas, Inc.2 / 4$640.3M
Pantera Capital Partners LP2 / 4$14.0M
Kemnay Advisory Services Inc.2 / 4$51.6M
Metavasi Capital LP2 / 4$22.7M

Ranked by the share of each fund's own book sitting in the names it shares with Paradigm Operations LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

4 positions
#SecurityValueShares% PortLast moveHistory
1Robinhood MKTS Inc
COM CL A
$474.8M4.73M
46.0%
+10%
Added · +431K sh
2Coinbase Global Inc
COM CL A
$465.7M3.19M
45.1%
−11%
Reduced · −404K sh
3Amber Intl Hldg Ltd
SPON ADS NEW
$46.0M30.89M
4.5%
New
New position
4Hyperliquid Strategies Inc
COM
$44.9M5.71M
4.4%
Held
Showing all 4 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.9B · Q3 2025Q2 2025 · $1.8BQ2 2026 · $1.0B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d4$1.0B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d3$954.1M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d3$1.4B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d2$1.9B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d2$1.8B13F-HR

Data source

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.