Arrington Capital Management, LLC reported 11 positions worth $18.68M for the quarter ended Jun 30, 2026, up 32.0% on the prior quarter. It opened 3 new positions, added to 1, trimmed 1 and exited 3. Its largest holding is Hyperliquid Strategies Inc at 62.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PURR Hyperliquid Strategies Inc | Financial Services | 1.49M | $11.75M | 62.91% | +273.2K | +22.4% | Added | 0.74% |
| 2 | UPXI Upexi, Inc. | Technology | 2.76M | $2.16M | 11.59% | 0 | 0.0% | Unchanged | 3.51% |
| 3 | SUIG SUI Group Holdings Ltd. | Financial Services | 1.66M | $1.93M | 10.31% | 0 | 0.0% | Unchanged | 2.05% |
| 4 | TONX TON Strategy Co | Technology | 378.5K | $965.30K | 5.17% | 0 | 0.0% | Unchanged | 0.65% |
| 5 | HYPD Hyperion Defi, Inc. | Technology | 297.8K | $935.02K | 5.01% | +297.8K | – | New | 1.95% |
| 6 | NAKA Nakamoto Inc. | Financial Services | 73.2K | $289.20K | 1.55% | -0 | 0.0% | Reduced | 0.37% |
| 7 | COIN Coinbase Global, Inc. | Technology | 1,669 | $243.99K | 1.31% | 0 | 0.0% | Unchanged | 0% |
| 8 | BMNR Bitmine Immersion Technologies, Inc. | Technology | 15.0K | $199.65K | 1.07% | +15.0K | – | New | 0% |
| 9 | XRPNW Evernorth Holdings Inc. | Financial Services | 140.0K | $119.00K | 0.637% | 0 | 0.0% | Unchanged | 0% |
| 10 | CNTN Canton Strategic Holdings, Inc. | Technology | 30.0K | $84.60K | 0.453% | +30.0K | – | New | 0.01% |
| 11 | DFDVW DeFi Development Corp. | Technology | 534.4K | $0.00 | 0% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Arrington Capital Management.
As of its Q2 2026 13F filing, Arrington Capital Management, LLC’s five largest positions were Hyperliquid Strategies Inc (PURR) at 62.9%, Upexi, Inc. (UPXI) at 11.6%, SUI Group Holdings Ltd. (SUIG) at 10.3%, TON Strategy Co (TONX) at 5.2%, Hyperion Defi, Inc. (HYPD) at 5.0% of the reported portfolio.
Arrington Capital Management, LLC reported a 13F portfolio worth $18.68M across 11 positions for Q2 2026. That is up 32.0% from the previous quarter.
Its largest purchases by value were Hyperliquid Strategies Inc ($2.15M), Hyperion Defi, Inc. ($935.02K), Bitmine Immersion Technologies, Inc. ($199.65K). It opened 3 new positions.
Its largest sales by value were Invesco Db Agriculture Fund ($683.00K), iShares Ethereum Trust ETF ($316.60K), Galaxy Digital Inc. ($258.30K). It exited 3 positions entirely.
From the Form 13F-HR reports Arrington Capital Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.