Samantha McLemore - Patient Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $2,681,827,464
Holdings Activity Buys Sells    History
Holding/activity history for  Fidelity Wise Origin Bitcoin Fund (FBTC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 353,831 0.78 Reduce 54.74% 1.26 $59.03 $20,886,708 SEC
2025   Q4 781,695 2.30 Add 26.13% 0.48 $76.23 $59,588,645 SEC
2025   Q3 619,752 2.48 Reduce 0.08% <0.01 $99.81 $61,857,447 SEC
2025   Q2 620,226 2.63 $93.99 $58,295,042 SEC
2025   Q1 620,226 2.30 Add 102.95% 1.17 $71.97 $44,637,665 SEC
2024   Q4 305,603 1.15 Add 215.54% 0.79 $81.58 $24,931,093 SEC
2024   Q3 96,851 0.26 Reduce 5.82% 0.02 $55.53 $5,378,136 SEC
2024   Q2 102,837 0.29 Reduce 8.51% 0.03 $52.46 $5,394,829 SEC
2024   Q1 112,401 0.34 Buy 0.34 $62.06 $6,975,606 SEC