Multicoin Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Multicoin Capital Management, LLC reported 3 stock positions worth $75.9 million. Its top holding was Robinhood Markets Class A (HOOD) at 62.1% of the portfolio, followed by Bitwise Solana Staking ETF (BSOL, 27.5%) and Forward Industries (FWDI, 10.4%). Compared with Q4 2025, it opened 1 new position, sold out of 2 and reduced 1. The biggest buy was a new position in Robinhood Markets Class A (HOOD) and the biggest sale Forward Industries (FWDI, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002017172
- Portfolio Value
- $75.9M (Q1 2026)
- SEC Filing
- 0002017172-26-000004 ↗ filed May 15, 2026
Holdings Value
Holdings 3 stocks · $75.9M
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| HOOD Robinhood Markets Inc. Class A | New | 62.08% | +62.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $165.1M | HOOD, BSOL |
| Q1 2026 | 3 | $75.9M | HOOD, BSOL, FWDI |
| Q4 2025 | 4 | $114.4M | FWDI, BSOL, GBTC, BTC |
| Q3 2025 | 3 | $274.3M | FWDI, GBTC, BTC |
| Q2 2025 | 2 | $124.8M | GBTC, BTC |
| Q1 2025 | 2 | $95.8M | GBTC, BTC |
| Q4 2024 | 3 | $374.0M | COIN, GBTC, BTC |
| Q3 2024 | 3 | $264.4M | COIN, GBTC, BTC |
| Q2 2024Amended | 3 | $308.0M | COIN, GBTC, FOUR |
| Q1 2024Amended | 3 | $300.9M | COIN, GBTC, FOUR |