Holdings (Monthly)
Guide ↗
Kinetics Internet Portfolio
· Kinetics Portfolios Trust| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Grayscale Bitcoin Trust ETF | GBTC | Mar 2026 | 2,117,074 | -24,768 | $96.4M | -14.7% | 38.81% | EC |
| 2 | Texas Pacific Land Corp | TPL | Mar 2026 | 184,734 | -4,500 | $80.8M | -10.0% | 32.56% | EC |
| 3 | Grayscale Bitcoin Mini Trust E | BTC | Mar 2026 | 428,419 | — | $11.1M | -13.5% | 4.48% | EC |
| 4 | CACI International Inc | CACI | Mar 2026 | 18,000 | -2,000 | $8.3M | -23.3% | 3.36% | EC |
| 5 | SB Technology Inc | N/A | Mar 2026 | 165,515 | -34,485 | $6.8M | +242.2% | 2.76% | EC |
| 6 | US BANK MMDA - USBGFS 7 | USBGFS7 | Mar 2026 | 6,834,943 | NEW | $6.8M | — | 2.75% | STIV |
| 7 | OTC Markets Group Inc | OTCM | Mar 2026 | 120,900 | -500 | $6.2M | -4.2% | 2.51% | EC |
| 8 | Landbridge Co LLC | LB | Mar 2026 | 66,800 | — | $5.3M | +14.8% | 2.13% | EC |
| 9 | MIAMI INTERNATIONAL HOLDINGS INC | N/A | Mar 2026 | 134,000 | NEW | $5.0M | — | 2.01% | EC |
| 10 | Galaxy Digital Inc | GLXY | Mar 2026 | 150,000 | — | $4.1M | +48.2% | 1.65% | EC |
| 11 | BOLT DATA & ENERGY INC. | N/A | Mar 2026 | 800,000 | NEW | $4.0M | — | 1.61% | EC |
| 12 | Miami International Holdings I | MIAX | Mar 2026 | 87,222 | +11,600 | $3.2M | +10.1% | 1.31% | EC |
| 13 | 99GRAYSC | N/A | Mar 2026 | 200,000 | NEW | $2.0M | — | 0.81% | EC |
| 14 | Mastercard Inc | MA | Mar 2026 | 3,500 | -1,500 | $1.8M | -28.0% | 0.72% | EC |
| 15 | Verisk Analytics Inc | VRSK | Mar 2026 | 7,000 | — | $1.3M | -5.4% | 0.51% | EC |
| 16 | Broadridge Financial Solutions | BR | Mar 2026 | 7,200 | — | $986K | -15.7% | 0.40% | EC |
| 17 | Mesabi Trust | MSB | Mar 2026 | 37,900 | — | $959K | -19.7% | 0.39% | EC |
| 18 | CME Group Inc | CME | Mar 2026 | 4,000 | — | $883K | -25.2% | 0.36% | EC |
| 19 | Sphere Entertainment Co | SPHR | Mar 2026 | 4,000 | — | $692K | +47.4% | 0.28% | EC |
| 20 | Bakkt Inc | BKKT | Mar 2026 | 80,000 | — | $625K | +6.1% | 0.25% | EC |
| 21 | ProShares UltraPro QQQ | TQQQ | Mar 2026 | 6,627 | -6,223 | $537K | +0.2% | 0.22% | EC |
| 22 | ProShares UltraPro Short QQQ | SQQQ | Mar 2026 | 12,469 | +6,732 | $453K | -2.0% | 0.18% | EC |
| 23 | Atlanta Braves Holdings Inc | BATRA | Mar 2026 | 8,000 | — | $450K | +19.4% | 0.18% | EC |
| 24 | Atlanta Braves Holdings Inc | BATRK | Mar 2026 | 8,000 | — | $415K | +21.5% | 0.17% | EC |
| 25 | Madison Square Garden Entertai | MSGE | Mar 2026 | 4,000 | — | $324K | +37.3% | 0.13% | EC |
| 26 | Permian Basin Royalty Trust | PBT | Mar 2026 | 12,550 | — | $314K | +16.4% | 0.13% | EC |
| 27 | IG Port Inc | 3791 | Mar 2026 | 32,200 | NEW | $259K | — | 0.10% | EC |
| 28 | Euronext NV | 2ENX | Mar 2026 | 1,600 | NEW | $256K | — | 0.10% | EC |
| 29 | Ripple Labs Inc Common A Shares | N/A | Mar 2026 | 1,875 | NEW | $246K | — | 0.10% | EC |
| 30 | TXSE Group, Inc | N/A | Mar 2026 | 8,700 | NEW | $200K | — | 0.08% | EC |
| 31 | Nasdaq Inc | NDAQ | Mar 2026 | 2,100 | — | $166K | -7.2% | 0.07% | EC |
| 32 | Toei Animation Co Ltd | 4816 | Mar 2026 | 7,000 | NEW | $105K | — | 0.04% | EC |
| 33 | ProShares UltraShort Bloomberg | KOLD | Mar 2026 | 4,591 | +62 | $104K | +5.8% | 0.04% | EC |
| 34 | ProShares Ultra Bloomberg Natu | BOIL | Jun 2026 | 3,465 | NEW | $95K | — | 0.04% | EC |
| 35 | Booz Allen Hamilton Holding Co | BAH | Mar 2026 | 1,400 | — | $85K | -22.2% | 0.03% | EC |
| 36 | Japan Exchange Group Inc | JPXGY | Mar 2026 | 6,200 | — | $78K | +8.8% | 0.03% | EC |
| 37 | Circle Internet Group Inc | CRCL | Mar 2026 | 1,000 | — | $63K | -34.4% | 0.03% | EC |
| 38 | Fermi Inc | FRMI | Mar 2026 | 6,667 | — | $61K | +56.8% | 0.02% | EC |
| 39 | S&P Global Inc | SPGI | Mar 2026 | 113 | — | $46K | -4.3% | 0.02% | EC |
| 40 | Copart Inc | CPRT | Mar 2026 | 400 | — | $11K | -15.1% | 0.00% | EC |
| 41 | CoStar Group Inc | CSGP | Mar 2026 | 200 | — | $6K | -29.8% | 0.00% | EC |
| 42 | Nippon Television Holdings Inc | 9404 | Mar 2026 | 200 | NEW | $3K | — | 0.00% | EC |
| 43 | CreditRiskMonitor.com Inc | CRMZ | Mar 2026 | 780 | — | $2K | -3.1% | 0.00% | EC |
| 44 | NZX Ltd | NZX | Mar 2026 | 1,200 | NEW | $961 | — | 0.00% | EC |
| 45 | Grayscale Litecoin Trust | LTCN | Mar 2026 | 4 | — | $12 | -24.3% | 0.00% | EC |
| ✕ | ProShares Ultra Bloomberg Natu | 74347Y748 | — | 6,329 | SOLD | $0.1M | — | — | — |