Multicoin Capital Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Multicoin Capital Management, LLC reported 3 stock positions worth $300.9 million. Its top holding was Coinbase Global Class A (COIN) at 72.1% of the portfolio, followed by Grayscale Bitcoin Trust ETF (GBTC, 27.7%) and SHIFT4 Payments Class A (FOUR, 0.1%). Compared with Q4 2023, it opened 1 new position, sold out of 1 and added to 1. The biggest buy was a new position in Grayscale Bitcoin Trust ETF (GBTC) and the biggest sale an exit from Bakkt.