Multicoin Capital Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Multicoin Capital Management, LLC reported 2 stock positions worth $165.1 million. Its top holding was Robinhood Markets Class A (HOOD) at 88.5% of the portfolio, followed by Bitwise Solana Staking ETF (BSOL, 11.5%). Compared with Q1 2026, it sold out of 1 and added to 1. The biggest buy was Robinhood Markets Class A (HOOD, shares +114%) and the biggest sale an exit from Forward Industries (FWDI).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0002017172
Portfolio Value
$165.1M (Q2 2026)
SEC Filing
0002017172-26-000005 ↗ filed Aug 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $300.9M Q1 2024 Q2 2024: $308.0M Q2 2024 Q3 2024: $264.4M Q3 2024 Q4 2024: $374.0M Q4 2024 Q1 2025: $95.8M Q1 2025 Q2 2025: $124.8M Q2 2025 Q3 2025: $274.3M Q3 2025 Q4 2025: $114.4M Q4 2025 Q1 2026: $75.9M Q1 2026 Q2 2026: $165.1M $165.1M Q2 2026

Holdings 2 stocks · $165.1M

HOOD Robinhood Markets Inc. Class A 88.54% 1,457,441 $146.2M Add +114.3%
BSOL Bitwise Solana Staking ETF 11.46% 1,890,000 $18.9M No change

Portfolio Sells Q1 2026 → Q2 2026

FWDI Forward Industries Inc. Sold out 0.00% −10.41

Portfolio Buys Q1 2026 → Q2 2026

HOOD Robinhood Markets Inc. Class A Add +114.3% 88.54% +26.46

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$165.1MHOOD, BSOL
Q1 2026 3$75.9MHOOD, BSOL, FWDI
Q4 2025 4$114.4MFWDI, BSOL, GBTC, BTC
Q3 2025 3$274.3MFWDI, GBTC, BTC
Q2 2025 2$124.8MGBTC, BTC
Q1 2025 2$95.8MGBTC, BTC
Q4 2024 3$374.0MCOIN, GBTC, BTC
Q3 2024 3$264.4MCOIN, GBTC, BTC
Q2 2024Amended 3$308.0MCOIN, GBTC, FOUR
Q1 2024Amended 3$300.9MCOIN, GBTC, FOUR