Pantera Capital Partners LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Pantera Capital Partners LP disclosed 4 US equity positions worth $175.4m in its Q2 2025 13F filing. The largest position was CRCL at 45.8% of the reported book, followed by BITB and DEFI DEVELOPMENT CORP. Against the Q1 2025 filing, it opened 3 new positions, added to 0 and reduced 1 among the top 4 holdings.
What did Pantera Capital Partners LP own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CRCL CIRCLE INTERNET GROUP INC | Financial Services | 45.8% | $80.3m | 442,898 | – | new |
| 2 | BITB BITWISE BITCOIN ETF TR | 41.4% | $72.7m | 1,240,000 | -60% | reduced | |
| 3 | DEFI DEVELOPMENT CORP | 10.5% | $18.5m | 862,659 | – | new | |
| 4 | UPXI UPEXI INC | 2.3% | $4.0m | 1,331,804 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.