PARAFI CAPITAL LP

PrivateCIK: 1919332
Location

NEW YORK, NY

22
Positions
$462.03M
Total AUM (reported)
23.17M
Total Shares

Allocation by class

TOTAL AUM$462.03M22 positions
CALL$133.69M28.9%
SHS BEN INT$118.71M25.7%
SHS$61.98M13.4%
SERIES A PERP PF$30.45M6.6%
COM CL A$28.53M6.2%
COM NEW$25.89M5.6%
CL A COM$18.50M4.0%

Portfolio Concentration

Top 354.0%4–1036.4%11–259.6%TOP 1090.4%0%100%
Top 3$249.29M54.0%
4–10$168.23M36.4%
11–25$44.51M9.6%

Top 3 weight

54.0%

Top 10 weight

90.4%

Voting Authority Distribution

Total shares with voting rights: 23.17M

Sole

Full voting authority

23.17M

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)

Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:

ISHARES BITCOIN TRUST ETF

SOLE
CALL
Shares3.25M
TypeSH
Market value$124.73M
27.00%
Sole
3.25M
Shared
0.00
None
0.00

BITWISE BITCOIN ETF TR

SOLE
SHS BEN INT
Shares1.70M
TypeSH
Market value$62.58M
13.54%
Sole
1.70M
Shared
0.00
None
0.00

FIDELITY WISE ORIGIN BITCOIN

SOLE
SHS
Shares1.05M
TypeSH
Market value$61.98M
13.42%
Sole
1.05M
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares1.46M
TypeSH
Market value$56.14M
12.15%
Sole
1.46M
Shared
0.00
None
0.00

STRATEGY INC

SOLE
SERIES A PERP PF
Shares430.63K
TypeSH
Market value$30.45M
6.59%
Sole
430.63K
Shared
0.00
None
0.00

SHARPLINK INC

SOLE
COM NEW
Shares3.90M
TypeSH
Market value$25.17M
5.45%
Sole
3.90M
Shared
0.00
None
0.00

CIRCLE INTERNET GROUP INC

SOLE
COM CL A
Shares165K
TypeSH
Market value$15.74M
3.41%
Sole
165K
Shared
0.00
None
0.00

STRIVE INC

SOLE
CL A COM
Shares156.90K
TypeSH
Market value$15.65M
3.39%
Sole
156.90K
Shared
0.00
None
0.00

GRAYSCALE BITCOIN MINI TR ET

SOLE
SHS NEW
Shares520K
TypeSH
Market value$15.59M
3.38%
Sole
520K
Shared
0.00
None
0.00

ISHARES ETHEREUM TR

SOLE
PUT
Shares599.60K
TypeSH
Market value$9.49M
2.05%
Sole
599.60K
Shared
0.00
None
0.00

CIRCLE INTERNET GROUP INC

SOLE
CALL
Shares93.90K
TypeSH
Market value$8.96M
1.94%
Sole
93.90K
Shared
0.00
None
0.00

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares110.51K
TypeSH
Market value$7.65M
1.66%
Sole
110.51K
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW

SOLE
COM
Shares510.01K
TypeSH
Market value$7.63M
1.65%
Sole
510.01K
Shared
0.00
None
0.00

SEMLER SCIENTIFIC INC

SOLE
NOTE 4.250% 8/0
Shares4.60M
TypePRN
Market value$4.47M
0.97%
Sole
4.60M
Shared
0.00
None
0.00

SHARPS TECHNOLOGY INC

SOLE
*W EXP 99/99/999
Shares2.54M
TypeSH
Market value$4.27M
0.92%
Sole
2.54M
Shared
0.00
None
0.00

COREWEAVE INC

SOLE
COM CL A
Shares37K
TypeSH
Market value$2.87M
0.62%
Sole
37K
Shared
0.00
None
0.00

GEMINI SPACE STA INC

SOLE
CL A COM
Shares646.10K
TypeSH
Market value$2.86M
0.62%
Sole
646.10K
Shared
0.00
None
0.00

COINBASE GLOBAL INC

SOLE
COM CL A
Shares13K
TypeSH
Market value$2.27M
0.49%
Sole
13K
Shared
0.00
None
0.00

SHARPS TECHNOLOGY INC

SOLE
COM
Shares1.15M
TypeSH
Market value$1.93M
0.42%
Sole
1.15M
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
PUT
Shares20K
TypeSH
Market value$768.4K
0.17%
Sole
20K
Shared
0.00
None
0.00

FORWARD INDUSTRIES INC

SOLE
COM NEW
Shares162.16K
TypeSH
Market value$718.4K
0.16%
Sole
162.16K
Shared
0.00
None
0.00

TON STRATEGY CO

SOLE
COM
Shares50.38K
TypeSH
Market value$124.4K
0.03%
Sole
50.38K
Shared
0.00
None
0.00