In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Avenir Tech Ltd reported 21 stock positions worth $789.5 million . Its top holding was iShares Bitcoin Trust ETF (IBIT) at 88.9% of the portfolio, followed by Up Fintech Holding Ltd. - ADR (TIGR, 8.3% ) and Bitwise Bitcoin ETF (BITB, 0.8% ). Compared with Q4 2025, it opened 5 new positions, sold out of 8, added to 1 and reduced 2. The biggest buy was a new position in MF International Class A (MFI) and the biggest sale an exit from Advisorshares Pure Cannabis (YOLO).
Location CENTRAL, HONG KONG, K3
CIK 0002029708
Portfolio Value $789.5M (Q1 2026) Holdings 21 stocks · $789.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 IBIT iShares Bitcoin Trust ETF 18,276,100 $702.2M Reduce -0.1% TIGR Up Fintech Holding Ltd. - ADR 10,346,087 $65.2M No change BITB Bitwise Bitcoin ETF 173,163 $6.4M No change MFI MF International Ltd. Class A filed as MF INTL LTD 500,000 $5.5M New FBTC Fidelity Wise Origin Bitcoin 58,616 $3.5M Reduce 0.0% XXI Twenty One Capital Inc. Class A 400,000 $2.6M No change WDH Waterdrop Inc. 859,202 $1.4M No change ETHA iShares Ethereum Trust ETF 59,464 $941K No change BMNR Bitmine Immersion Technologi 29,105 $576K No change HSDT Solana Co. 290,655 $503K No change NVDA Nvidia Corp. 2,006 $350K Add +33333.3% TSM Taiwan Semiconductor-SP ADR 455 $154K New ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 70 $92K New HOOD Robinhood Markets Inc. Class A 1,250 $87K New AVGO Broadcom Inc. 150 $46K New GS Goldman Sachs Group Inc. 50 $42K No change GOOG Alphabet Inc. Class C 100 $29K No change META Meta Platforms Inc. Class A 50 $29K No change AAPL Apple Inc. 100 $25K No change PDD PDD Holdings Inc. 1 $102 No change IQ Iqiyi Inc.-ADR 1 $1 No change
Options reported separately and not counted above: ISHARES BITCOIN TRUST ETF puts ($8K).
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ YOLO Advisorshares Pure Cannabis Sold out 0.00% 0.00 DSU BlackRock Debt Strategies Sold out 0.00% 0.00 DZZ DB Gold Double Short ETN Sold out 0.00% 0.00 FBT First Trust Nyse Arca Biotec Sold out 0.00% 0.00 FUTU Futu Holdings Ltd.-ADR Sold out 0.00% 0.00 INTC Intel Corp. Sold out 0.00% 0.00 VIXM Proshares Vix Mid-Term Fut Sold out 0.00% 0.00 UNG US Natural Gas Fund LP Sold out 0.00% 0.00 FBTC Fidelity Wise Origin Bitcoin Reduce 0.0% 0.44% +0.00 IBIT iShares Bitcoin Trust ETF Reduce -0.1% 88.94% +0.60
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ MFI MF International Ltd. Class A New 0.70% +0.70 NVDA Nvidia Corp. Add +33333.3% 0.04% +0.04 TSM Taiwan Semiconductor-SP ADR New 0.02% +0.02 ASML ASML Holding NV-NY Reg SHS New 0.01% +0.01 HOOD Robinhood Markets Inc. Class A New 0.01% +0.01 AVGO Broadcom Inc. New 0.01% +0.01
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ INVESCO QQQ TR put Sold out 100,000 $61.4Mbefore exit ISHARES BITCOIN TRUST ETF call Sold out 200 $10Kbefore exit ISHARES BITCOIN TRUST ETF put New 200 $8K IQIYI INC call Sold out 100 $192before exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 30 $611.6M IBIT, TIGR, SPCK, AMD, BITB Q1 2026 21 $789.5M IBIT, TIGR, BITB, MFI, FBTC Q4 2025 24 $1.0B IBIT, TIGR, BITB, FBTC, XXI Q3 2025 22 $1.3B IBIT, TIGR, FBTC, ETHA, WDH Q2 2025 36 $1.2B IBIT, TIGR, RDDT, FBTC, OKLO Q1 2025 21 $737.6M IBIT, TIGR, BA, FBTC, TSM Q4 2024 6 $603.5M IBIT, FBTC, META, GS, AAPL Q3 2024 6 $22.3M IBIT, META, GS, FBTC, AAPL Q2 2024 6 $383.5M FBTC, IBIT, META, GS, AAPL