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Portfolio (Quarterly) Guide ↗

KALEIDOSCOPE CAPITAL LP

· CIK 0001702912
13F Portfolio $271M AUM 16 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 7 Added 4 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ETH GRAYSCALE ETHEREUM STAKING Financial Services 4,165,451.0 $62.6M 23.14% +3.4M +436.3% $15.03 +55.9%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 76,754.0 $57.3M 21.18% +408.0 +0.5% $746.77 +3.1%
3 IBIT ISHARES BITCOIN TRUST ETF Financial Services 740,324.0 $24.6M 9.11% +213K +40.3% $33.29 +35.9%
4 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 431,682.0 $22.0M 8.14% +122K +39.4% $51.05 +36.0%
5 BITB BITWISE BITCOIN ETF TR Financial Services 598,360.0 $19.1M 7.04% +149K +33.0% $31.86 +35.9%
6 ARKB ARK 21SHARES BITCOIN ETF Financial Services 961,963.0 $18.7M 6.92% +241K +33.4% $19.46 +36.0%
7 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 637,727.0 $16.5M 6.12% +181K +39.5% $25.95 +36.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 100.0%