Arrington Capital Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Arrington Capital Management, LLC reported 14 stock positions worth $90.8 million. Its top holding was Armada Acquisition Class A (XRPN) at 65.4% of the portfolio, followed by Upexi (UPXI, 5.1%) and Hyperliquid Strategies (PURR, 5.0%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0002087115
- Portfolio Value
- $90.8M (Q4 2025)
- SEC Filing
- 0002087115-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 14 stocks · $90.8M
| XRPN Armada Acquisition Class A | 65.37% | 5,796,000 | $59.4M | — |
| UPXI Upexi Inc. | 5.11% | 2,760,107 | $4.6M | — |
| PURR Hyperliquid Strategies | 5.02% | 1,280,001 | $4.6M | — |
| SVIA Silvia Inc. filed as PROCAP FINL INC | 4.86% | 1,250,000 | $4.4M | — |
| ZZPWF Zooz Power Ltd. filed as ZOOZ STRATEGY LTD | 4.81% | 9,967,378 | $4.4M | — |
| SUIG Sui Group Holdings Ltd. | 3.05% | 1,660,510 | $2.8M | — |
| BNC Cea Industries Inc. | 2.27% | 320,545 | $2.1M | — |
| SLMT Brera Holdings PLC Class B | 2.26% | 1,099,049 | $2.1M | — |
| HSDT Solana Co. | 2.10% | 658,908 | $1.9M | — |
| SKYA Skyai Inc. filed as SHARPS TECHNOLOGY INC | 2.06% | 923,076 | $1.9M | — |
| NAKA Nakamoto Inc. filed as KINDLY MD INC | 1.13% | 2,928,571 | $1.0M | — |
| TONX Ton Strategy Co. | 0.83% | 378,549 | $753K | — |
| IPST Ip Strategy Holdings Inc. filed as HERITAGE DISTILLING HLDG CO | 0.71% | 413,701 | $645K | — |
| COIN Coinbase Global Inc. Class A | 0.42% | 1,669 | $377K | — |
Options reported separately and not counted above: MSTR calls ($8.0M), IBIT calls ($3.0M), HUT calls ($2.9M), IREN calls ($661K), SBET calls ($648K), COIN puts ($362K), GLXY calls ($224K).
Other holdings (3): bonds, preferreds, convertibles and warrants · $125K (not counted above)
Total filed on the 13F, all lines: $90.9M.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.