Holdings (Monthly)
Guide ↗
Kinetics Internet Portfolio
· Kinetics Portfolios Trust| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Grayscale Bitcoin Trust ETF | GBTC | Mar 2026 | 2,141,842 | $113.0M | 41.29% | EC |
| 2 | Texas Pacific Land Corp | TPL | Mar 2026 | 189,234 | $89.8M | 32.81% | EC |
| 3 | Grayscale Bitcoin Mini Trust E | BTC | Mar 2026 | 428,419 | $12.8M | 4.69% | EC |
| 4 | CACI International Inc | CACI | Mar 2026 | 20,000 | $10.9M | 3.97% | EC |
| 5 | OTC Markets Group Inc | OTCM | Mar 2026 | 121,400 | $6.5M | 2.37% | EC |
| 6 | US BANK MMDA - USBGFS 7 | USBGFS7 | Mar 2026 | 6,186,540 | $6.2M | 2.26% | STIV |
| 7 | MIAMI INTERNATIONAL HOLDINGS INC | N/A | Mar 2026 | 134,000 | $5.2M | 1.91% | EC |
| 8 | Landbridge Co LLC | LB | Mar 2026 | 66,800 | $4.6M | 1.69% | EC |
| 9 | BOLT DATA & ENERGY INC. | N/A | Mar 2026 | 800,000 | $4.0M | 1.46% | EC |
| 10 | Miami International Holdings I | MIAX | Mar 2026 | 75,622 | $2.9M | 1.08% | EC |
| 11 | Galaxy Digital Inc | GLXY | Mar 2026 | 150,000 | $2.8M | 1.01% | EC |
| 12 | SB Technology Inc | N/A | Mar 2026 | 156,886 | $2.7M | 0.99% | EC |
| 13 | Mastercard Inc | MA | Mar 2026 | 5,000 | $2.5M | 0.91% | EC |
| 14 | 99GRAYSC | N/A | Mar 2026 | 200,000 | $2.0M | 0.73% | EC |
| 15 | Verisk Analytics Inc | VRSK | Mar 2026 | 7,000 | $1.3M | 0.49% | EC |
| 16 | Mesabi Trust | MSB | Mar 2026 | 37,900 | $1.2M | 0.44% | EC |
| 17 | CME Group Inc | CME | Mar 2026 | 4,000 | $1.2M | 0.43% | EC |
| 18 | Broadridge Financial Solutions | BR | Mar 2026 | 7,200 | $1.2M | 0.43% | EC |
| 19 | Bakkt Inc | BKKT | Mar 2026 | 80,000 | $589K | 0.22% | EC |
| 20 | ProShares UltraPro QQQ | TQQQ | Mar 2026 | 12,850 | $536K | 0.20% | EC |
| 21 | Sphere Entertainment Co | SPHR | Mar 2026 | 4,000 | $470K | 0.17% | EC |
| 22 | ProShares UltraPro Short QQQ | SQQQ | Mar 2026 | 5,737 | $462K | 0.17% | EC |
| 23 | Atlanta Braves Holdings Inc | BATRA | Mar 2026 | 8,000 | $377K | 0.14% | EC |
| 24 | Atlanta Braves Holdings Inc | BATRK | Mar 2026 | 8,000 | $342K | 0.12% | EC |
| 25 | Permian Basin Royalty Trust | PBT | Mar 2026 | 12,550 | $270K | 0.10% | EC |
| 26 | Euronext NV | 2ENX | Mar 2026 | 1,600 | $256K | 0.09% | EC |
| 27 | IG Port Inc | 3791 | Mar 2026 | 32,200 | $251K | 0.09% | EC |
| 28 | Madison Square Garden Entertai | MSGE | Mar 2026 | 4,000 | $236K | 0.09% | EC |
| 29 | Ripple Labs Inc Preferred A shares | N/A | Mar 2026 | 1,875 | $228K | 0.08% | EC |
| 30 | TXSE Group, Inc | N/A | Mar 2026 | 8,700 | $200K | 0.07% | EC |
| 31 | Nasdaq Inc | NDAQ | Mar 2026 | 2,100 | $178K | 0.07% | EC |
| 32 | Toei Animation Co Ltd | 4816 | Mar 2026 | 7,000 | $114K | 0.04% | EC |
| 33 | Booz Allen Hamilton Holding Co | BAH | Mar 2026 | 1,400 | $109K | 0.04% | EC |
| 34 | ProShares Ultra Bloomberg Natu | BOIL | Mar 2026 | 6,329 | $102K | 0.04% | EC |
| 35 | ProShares UltraShort Bloomberg | KOLD | Mar 2026 | 4,529 | $98K | 0.04% | EC |
| 36 | Circle Internet Group Inc | CRCL | Mar 2026 | 1,000 | $95K | 0.03% | EC |
| 37 | Japan Exchange Group Inc | JPXGY | Mar 2026 | 6,200 | $72K | 0.03% | EC |
| 38 | S&P Global Inc | SPGI | Mar 2026 | 113 | $48K | 0.02% | EC |
| 39 | Fermi Inc | FRMI | Mar 2026 | 6,667 | $39K | 0.01% | EC |
| 40 | Copart Inc | CPRT | Mar 2026 | 400 | $13K | 0.00% | EC |
| 41 | CoStar Group Inc | CSGP | Mar 2026 | 200 | $8K | 0.00% | EC |
| 42 | Nippon Television Holdings Inc | 9404 | Mar 2026 | 200 | $4K | 0.00% | EC |
| 43 | CreditRiskMonitor.com Inc | CRMZ | Mar 2026 | 780 | $2K | 0.00% | EC |
| 44 | NZX Ltd | NZX | Mar 2026 | 1,200 | $903 | 0.00% | EC |
| 45 | Grayscale Litecoin Trust | LTCN | Mar 2026 | 4 | $16 | 0.00% | EC |