BTC β€” Grayscale Bitcoin Trust ETF

Ownership history in SANTA MONICA PARTNERS LP  Β·  10 quarters on record

AI Ownership Summary

SANTA MONICA PARTNERS LP reported Grayscale Bitcoin Trust ETF (BTC) in 10 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.42% in 2025 Q3. The latest visible filing shows BTC at 0.30% 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 SANTA MONICA PARTNERS LP's position in Grayscale Bitcoin Trust ETF, 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
2025 Q4

BTC was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.42% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

How SANTA MONICA PARTNERS LP held BTC β€” position size vs. price
% of Fund (quarterly)    BTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,986 -51,946 -80.0% 0.30% $503K 2026-02-14 (Est.) $30.43
2025 Q4 ADDED 64,932 +51,946 +400.0% 2.69% $4.4M 2026-02-14 (Est.) $30.43
2025 Q3 REDUCED 12,986 -51,946 -80.0% 0.39% $657K 2025-11-12 $44.94
2025 Q3 ADDED 64,932 +51,946 +400.0% 3.42% $5.8M 2025-11-12 $44.94
2025 Q2 REDUCED 12,986 -51,946 -80.0% 0.36% $620K 2025-08-13 $54.44
2025 Q2 ADDED 64,932 +51,946 +400.0% 3.21% $5.5M 2025-08-13 $54.44
2025 Q1 REDUCED 12,986 -51,946 -80.0% 0.26% $474K 2025-05-13 $46.45
2025 Q1 ADDED 64,932 +51,946 +400.0% 2.32% $4.2M 2025-05-13 $46.45
2024 Q4 REDUCED 12,986 -51,946 -80.0% 0.29% $544K 2025-01-30 $46.54
2024 Q4 INITIATED 64,932 β€” β€” 2.60% $4.8M 2025-01-30 $46.54

FAQ About SANTA MONICA PARTNERS LP and BTC

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

How long has SANTA MONICA PARTNERS LP reported owning BTC?

SANTA MONICA PARTNERS LP reported BTC across 10 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BTC position in SANTA MONICA PARTNERS LP's portfolio?

The largest reported portfolio weight for BTC was 3.42% in 2025 Q3.

What is the latest reported BTC position on this page?

The most recent filing on this page is 2025 Q4, when SANTA MONICA PARTNERS LP reported 12,986 shares, equal to 0.30% of portfolio, with an estimated market value of $503K.

What does the chart on this BTC ownership page compare?

The chart compares SANTA MONICA PARTNERS LP'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.

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