Vault-13

Multicoin Capital Management, LLC

AUSTIN, TX · CIK 2017172 · 13F filing filed 2024-08-12

SEC-registered investment adviser since 2021 · limited liability company

$308.0m reported value +2.4% vs Q1 2024
3positions
100.0%in top 10
0 new 1 added 0 reduced 0 sold out vs Q1 2024

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 COINBASE GLOBAL INC COM CL A COIN COIN 1,067,797 $237.3m77.03% 77.03% AddedShares held: Q3 2023 —, Q4 2023 645.8k, Q1 2024 818.9k, Q2 2024 1.1m +248.9k +248,941 30.4%
2 GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC GBTC 1,321,808 $70.4m22.85% 22.85% UnchangedShares held: Q3 2023 —, Q4 2023 0, Q1 2024 1.3m, Q2 2024 1.3m
3 SHIFT4 PMTS INC CL A FOUR FOUR 5,095 $373.7k0.12% 0.12% UnchangedShares held: Q3 2023 —, Q4 2023 5.1k, Q1 2024 5.1k, Q2 2024 5.1k