KALEIDOSCOPE CAPITAL LP — 13F Holdings & Portfolio

CIK 1702912 · latest 13F-HR filed 2026-08-11

KALEIDOSCOPE CAPITAL LP manages $270.6M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ETH (23.14%), SPY (21.18%), IBIT (9.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 4, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
33 ARCH STREET SUITE 3120
BOSTON, MA 02110
Phone
(617) 765-2064
Filing Manager
KALEIDOSCOPE CAPITAL LP
BOSTON, MA
Signatory
David Berry
CCO
Loading holdings…
AUM

$270.6M

Long-equity book

Holdings

16

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+1 / −0 / ↑4 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GRAYSCALE ETHEREUM STAKING$35.4M +130.0%
  • STATE STR SPDR S&P 500 ETF T$7.5M +15.1%
  • VANGUARD TAX-MANAGED FDS$2.4M +11.8%
  • ISHARES TR$274.6K +8.5%
Show all 4

Top Trims

  • ISHARES ETHEREUM TR-$17.8M -67.0%
  • FIDELITY ETHEREUM FD-$13.8M -95.3%
  • ISHARES BITCOIN TRUST ETF-$2.7M -9.8%
  • FIDELITY WISE ORIGIN BITCOIN-$2.4M -10.0%
  • BITWISE BITCOIN ETF TR-$2.2M -10.3%
Show all 11

New Positions

  • ISHARES STAKED ETHEREUM TR E$9.3M
Show all 1

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 GRAYSCALE ETHEREUM STAKING ETH 38964R203 $62.6M 23.14% 4,165,451 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $57.3M 21.18% 76,754 SH
3 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $24.6M 9.11% 740,324 SH
4 VANGUARD TAX-MANAGED FDS VEA 921943858 $23.2M 8.56% 324,922 SH
5 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $22.0M 8.14% 431,682 SH
6 BITWISE BITCOIN ETF TR BITB 09174C104 $19.1M 7.05% 598,360 SH
7 ARK 21SHARES BITCOIN ETF ARKB 040919102 $18.7M 6.92% 961,963 SH
8 GRAYSCALE BITCOIN MINI TR ET BTC 389930207 $16.5M 6.12% 637,727 SH
9 ISHARES STAKED ETHEREUM TR E ETHB 46438M106 $9.3M 3.43% 456,769 SH
10 ISHARES ETHEREUM TR ETHA 46438R105 $8.8M 3.23% 735,926 SH
11 ISHARES TR IEFA 46432F842 $3.5M 1.29% 36,280 SH
12 BITWISE XRP ETF XRP 09174F107 $2.5M 0.91% 211,158 SH
13 FRANKLIN XRP TRUST XRPZ 355233107 $1.1M 0.41% 98,666 SH
14 FIDELITY ETHEREUM FD FETH 31613E103 $684.2K 0.25% 43,466 SH
15 BITWISE SOLANA STAKING ETF BSOL 091948109 $413.6K 0.15% 41,320 SH
16 CANARY XRP ETF XRPC 13723M100 $293.1K 0.11% 26,453 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $270.6M 16 0001062993-26-004164
2026-03-31 2026-05-11 $259.7M 15 0001062993-26-002451
2025-12-31 2026-02-13 $261.8M 11 0001062993-26-000887
2025-09-30 2025-11-12 $350.0M 11 0001062993-25-016649