ParaFi Capital LP
NEW YORK NY · SEC CIK 0001919332
$4.44亿2026Q1 申报市值
22持仓数
92.6%前十大占比 · 第一大 28.1%
11 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
STRATEGY INC 加仓+$1,627.87万
CRCL 加仓+$1,478.86万
SEMLER SCIENTIFI 新建仓+$447.08万
HOOD 加仓+$418.78万
CRWV 新建仓+$286.64万
2026Q1 卖出最多 按季末市值估算
BITB 减仓-$957.06万
CORZ 减仓-$912.13万
PROCAP FINL INC 清仓-$288.07万
FBTC 减仓-$236.12万
WULF 清仓-$230.03万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | STRATEGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PROCAP FINL INC | $0 | 0.00% | 0 | -816,073 | -100.0% | -$288.07万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -200,200 | -100.0% | -$230.03万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$58.38万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -60,100 | -100.0% | -$55.95万 | 清仓 |
| — | SHARPS TECHNOLOGY INC | $9.36万 | 0.02% | 2,542,308 | 2,542,308 | — | $9.36万 | 新建仓 |
| — | TON STRATEGY CO | $12.44万 | 0.03% | 50,380 | 50,380 | — | $12.44万 | 新建仓 |
| FWDI | FORWARD INDUSTRIES INC | $71.84万 | 0.16% | 162,164 | 162,164 | — | $71.84万 | 新建仓 |
| — | ISHARES BITCOIN TRUST ETF 看跌期权 | $76.84万 | 0.17% | 20,000 | 20,000 | — | $76.84万 | 新建仓 |
| ASST | STRIVE INC | $157.22万 | 0.35% | 156,904 | 156,904 | — | $157.22万 | 新建仓 |
| — | SHARPS TECHNOLOGY INC | $193.20万 | 0.44% | 1,150,000 | 1,150,000 | — | $193.20万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $226.99万 | 0.51% | 13,000 | -1 | -0.0% | -$175 | 减仓 |
| — | GEMINI SPACE STA INC | $285.58万 | 0.64% | 646,102 | 646,102 | — | $285.58万 | 新建仓 |
| CRWV | COREWEAVE INC | $286.64万 | 0.65% | 37,000 | 37,000 | — | $286.64万 | 新建仓 |
| — | SEMLER SCIENTIFIC INC | $447.08万 | 1.01% | 4,602,000 | 4,602,000 | — | $447.08万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $762.98万 | 1.72% | 510,013 | -609,711 | -54.5% | -$912.13万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $764.83万 | 1.72% | 110,509 | 60,509 | 121.0% | $418.78万 | 加仓 |
| — | CIRCLE INTERNET GROUP INC 看涨期权 | $895.90万 | 2.02% | 93,900 | 93,900 | — | $895.90万 | 新建仓 |
| — | ISHARES ETHEREUM TR 看跌期权 | $949.17万 | 2.14% | 599,600 | 599,600 | — | $949.17万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1,559.48万 | 3.51% | 520,000 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $1,574.27万 | 3.55% | 165,000 | 155,000 | 1,550.0% | $1,478.86万 | 加仓 |
| SBET | SHARPLINK INC | $2,517.07万 | 5.67% | 3,902,430 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $3,044.54万 | 6.86% | 430,628 | 230,250 | 114.9% | $1,627.87万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5,613.72万 | 12.65% | 1,461,145 | -13,901 | -0.9% | -$53.41万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $6,198.15万 | 13.97% | 1,050,000 | -40,000 | -3.7% | -$236.12万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $6,257.70万 | 14.10% | 1,700,000 | -260,000 | -13.3% | -$957.06万 | 减仓 |
| — | ISHARES BITCOIN TRUST ETF 看涨期权 | $1.25亿 | 28.11% | 3,246,400 | 3,234,400 | 26,953.3% | $1.24亿 | 加仓 |