Holdings (Monthly) Guide ↗

Kinetics Internet Portfolio

· Kinetics Portfolios Trust

Monthly Holdings $252M AUM 7 positions Period Jun 2026 Filed Aug 19, 2026 EDGAR ↗ ← All Funds

All 12 New 3 Added 7 Reduced 1 Exited · Jun 2026 vs Mar 2026

#	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	CACI International Inc	CACI	Mar 2026	18,000	-2,000	$8.3M	-23.3%	3.36%	EC
4	SB Technology Inc	N/A	Mar 2026	165,515	-34,485	$6.8M	+242.2%	2.76%	EC
5	OTC Markets Group Inc	OTCM	Mar 2026	120,900	-500	$6.2M	-4.2%	2.51%	EC
6	Mastercard Inc	MA	Mar 2026	3,500	-1,500	$1.8M	-28.0%	0.72%	EC
7	ProShares UltraPro QQQ	TQQQ	Mar 2026	6,627	-6,223	$537K	+0.2%	0.22%	EC