Multicoin Capital Management, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Multicoin Capital Management, LLC reported 3 stock positions worth $308.0 million. Its top holding was Coinbase Global Class A (COIN) at 77.0% of the portfolio, followed by Grayscale Bitcoin Trust ETF (GBTC, 22.8%) and SHIFT4 Payments Class A (FOUR, 0.1%). Compared with Q1 2024, it added to 1. The biggest buy was Coinbase Global Class A (COIN, shares +30%).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0002017172
Portfolio Value
$308.0M (Q2 2024)
SEC Filing
0001172661-24-003211 ↗ filed Aug 12, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $300.9M Q1 2024 Q2 2024: $308.0M $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 Q2 2026

Holdings 3 stocks · $308.0M
COIN Coinbase Global Inc. Class A 77.03% 1,067,797 $237.3M Add +30.4%
GBTC Grayscale Bitcoin Trust ETF 22.85% 1,321,808 $70.4M No change
FOUR SHIFT4 Payments Inc. Class A 0.12% 5,095 $374K No change

Portfolio Sells Q1 2024 → Q2 2024
None this quarter.

Portfolio Buys Q1 2024 → Q2 2024
COIN Coinbase Global Inc. Class A Add +30.4% 77.03% +4.89

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