Multicoin Capital Management, LLC — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

Multicoin Capital Management, LLCholdings as filed

Filed 2026-05-15 · accession 0002017172-26-000004

$75.9M

Reported value

Positions

2026-03-31

Period end

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The Brief · Multicoin Capital Management, LLC · Q1 2026

AI · grounded in 13F

Multicoin Capital Management, LLC closed its position in FORWARD INDS INC N Y 23I, reducing exposure by $52.5M. The fund established a new position in ROBINHOOD MKTS INC HOOD valued at $47.1M and added FORWARD INDUSTRIES INC FWDI with a $7.9M investment. Additionally, the fund exited its holdings in GRAYSCALE BITCOIN TRUST ETF GBTC and GRAYSCALE BITCOIN MINI TRET BTC, totaling a combined reduction of $30.9M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
770700102	HOOD	ROBINHOOD MKTS INC	$47.1M	62.1%	680,100	Common	SOLE
091948109	BSOL	BITWISE SOLANA STAKING ETF	$20.9M	27.5%	1,890,000	Common	SOLE
349932103	FWDI	FORWARD INDUSTRIES INC	$7.9M	10.4%	1,783,519	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.