ARRINGTON CAPITAL MANAGEMENT, LLC

PrivateCIK: 2087115
Location

MIAMI, FL

43
Positions
$162.71M
Total AUM (reported)
20.44M
Total Shares

Allocation by class

TOTAL AUM$162.71M43 positions
COM CL A$69.37M42.6%
20 YR TR BD ETF$30.25M18.6%
COM$25.48M15.7%
GOLD SHS$5.89M3.6%
COM NEW$5.23M3.2%
CL A$4.58M2.8%
MSCI STH KOR ETF$4.44M2.7%

Portfolio Concentration

Top 366.2%4–1017.0%11–2512.6%Rest4.3%TOP 1083.2%0%100%
Top 3$107.66M66.2%
4–10$27.71M17.0%
11–25$20.42M12.6%
Rest$6.92M4.3%

Top 3 weight

66.2%

Top 10 weight

83.2%

Voting Authority Distribution

Total shares with voting rights: 18.90M

Sole

Full voting authority

18.90M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:

ARMADA ACQUISITION CORP II

SOLE
COM CL A
Shares5.80M
TypeSH
Market value$60.39M
37.12%
Sole
5.80M
Shared
0.00
None
0.00

ISHARES TR

SOLE
20 YR TR BD ETF
Shares350K
TypeSH
Market value$30.25M
18.59%
Sole
350K
Shared
0.00
None
0.00

HYPERLIQUID STRATEGIES INC

SOLE
COM
Shares2.16M
TypeSH
Market value$17.02M
10.46%
Sole
1.49M
Shared
0.00
None
0.00

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares67.50K
TypeSH
Market value$6.77M
4.16%
Sole
0.00
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares16K
TypeSH
Market value$5.89M
3.62%
Sole
0.00
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI STH KOR ETF
Shares22K
TypeSH
Market value$4.44M
2.73%
Sole
22K
Shared
0.00
None
0.00

UNITED STS BRENT OIL FD LP

SOLE
UNIT
Shares85.10K
TypeSH
Market value$3.46M
2.13%
Sole
0.00
Shared
0.00
None
0.00

ZOOZ STRATEGY LTD

SOLE
ORD SHS
Shares498.37K
TypeSH
Market value$2.76M
1.70%
Sole
498.37K
Shared
0.00
None
0.00

GALAXY DIGITAL INC.

SOLE
CL A
Shares81K
TypeSH
Market value$2.21M
1.36%
Sole
0.00
Shared
0.00
None
0.00

UPEXI INC

SOLE
COM NEW
Shares2.76M
TypeSH
Market value$2.16M
1.33%
Sole
2.76M
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares62.50K
TypeSH
Market value$2.08M
1.28%
Sole
62.50K
Shared
0.00
None
0.00

SUI GROUP HOLDINGS LIMITED

SOLE
COM NEW
Shares1.66M
TypeSH
Market value$1.93M
1.18%
Sole
1.66M
Shared
0.00
None
0.00

PROCAP FINL INC

SOLE
COM SHS
Shares1.25M
TypeSH
Market value$1.93M
1.18%
Sole
1.25M
Shared
0.00
None
0.00

ROCKET COS INC

SOLE
COM CL A
Shares110K
TypeSH
Market value$1.73M
1.06%
Sole
0.00
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW

SOLE
COM
Shares62K
TypeSH
Market value$1.59M
0.98%
Sole
0.00
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
CL A
Shares14K
TypeSH
Market value$1.42M
0.87%
Sole
0.00
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares15K
TypeSH
Market value$1.37M
0.84%
Sole
15K
Shared
0.00
None
0.00

SKYAI INC

SOLE
COM
Shares1.04M
TypeSH
Market value$1.16M
0.71%
Sole
1.04M
Shared
0.00
None
0.00

CIPHER DIGITAL INC

SOLE
COM
Shares47K
TypeSH
Market value$1.15M
0.71%
Sole
0.00
Shared
0.00
None
0.00

GLOBAL X FDS

SOLE
GLOBAL X URANIUM
Shares25K
TypeSH
Market value$1.09M
0.67%
Sole
0.00
Shared
0.00
None
0.00

SOLANA CO

SOLE
COM CL A NEW
Shares658.91K
TypeSH
Market value$1.09M
0.67%
Sole
658.91K
Shared
0.00
None
0.00

TERAWULF INC

SOLE
COM
Shares42K
TypeSH
Market value$1.04M
0.64%
Sole
0.00
Shared
0.00
None
0.00

TON STRATEGY CO

SOLE
COM
Shares378.55K
TypeSH
Market value$965.3K
0.59%
Sole
378.55K
Shared
0.00
None
0.00

ZOOM COMMUNICATIONS INC

SOLE
CL A
Shares11K
TypeSH
Market value$949.4K
0.58%
Sole
0.00
Shared
0.00
None
0.00

HYPERION DEFI INC

SOLE
COM NEW
Shares297.78K
TypeSH
Market value$935.0K
0.57%
Sole
297.78K
Shared
0.00
None
0.00
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