EMORY UNIVERSITY BTC — GRAYSCALE BITCOIN MINI TR BT

Ownership history in EMORY UNIVERSITY  ·  7 quarters on record

AI Ownership Summary

EMORY UNIVERSITY reported GRAYSCALE BITCOIN MINI TR BT (BTC) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 92.41% in 2025 Q2. The latest visible filing shows BTC at 15.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EMORY UNIVERSITY's position in GRAYSCALE BITCOIN MINI TR BT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BTC was reported at 15.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
92.41% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTC stock page EMORY UNIVERSITY fund profile EMORY UNIVERSITY full holdings
How EMORY UNIVERSITY held BTC — position size vs. price
% of Fund (quarterly)    BTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,354,148 +330,731 +32.3% 15.19% $40.6M 2026-05-14 $36.01
2025 Q4 UNCHANGED — — — 1,023,417 — 0% 25.24% $39.6M 2026-02-11 $29.88
2025 Q3 ADDED — — — 1,023,417 +487,636 +91.0% 33.00% $51.8M 2025-11-12 $44.94
2025 Q2 UNCHANGED — — — 535,781 — 0% 92.41% $25.6M 2025-08-13 $54.44
2025 Q1 UNCHANGED — — — 535,781 — 0% 89.22% $19.6M 2025-05-15 $45.70
2024 Q4 REDUCED 80.0% -12.8% ✅ 535,781 -2,143,125 -80.0% 32.32% $22.4M 2025-02-13 $42.66
2024 Q3 INITIATED — — — 2,678,906 — — 22.83% $15.1M 2024-10-25 $29.60

🏢 Other funds also holding BTC

As of 2026 Q1 — sorted by position size

Paragon Advisors, LLC 3Y 8.68% KALEIDOSCOPE CAPITAL LP 3Y 7Y 7.06% MSRH, LLC 4.46% Sloy Dahl & Holst, LLC 3Y 3.5% HFG Wealth Management, LLC 3.19% Ovata Capital Management Ltd 3Y 2.38% Cushing Capital Partners, LLC 2.18% VVR Holdings LLC 2.11% Exit Wealth Advisors, LLC. 2.08% SANTA MONICA PARTNERS LP 3Y 7Y 1.91%

FAQ About EMORY UNIVERSITY and BTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has EMORY UNIVERSITY reported owning BTC?

EMORY UNIVERSITY reported BTC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BTC position in EMORY UNIVERSITY's portfolio?

The largest reported portfolio weight for BTC was 92.41% in 2025 Q2.

What is the latest reported BTC position on this page?

The most recent filing on this page is 2026 Q1, when EMORY UNIVERSITY reported 1,354,148 shares, equal to 15.19% of portfolio, with an estimated market value of $40.6M.

What does the chart on this BTC ownership page compare?

The chart compares EMORY UNIVERSITY's quarterly BTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EMORY UNIVERSITY time their BTC position?

Based on 13F filing dates vs. subsequent BTC price moves, EMORY UNIVERSITY correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BTC relative to SPY over the holding period was -4.4%.

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