StockDriftsStockDriftsTop 17 Arrington Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XRPN | ARMADA ACQUISITION CORP II | 67.1% | 5.80M | $60.4M | +0.00%(+0) | $10.34(+1.29%) | 2026-06-30 | |
| PURR | HYPERLIQUID STRATEGIES INC | 13.06% | 1.49M | $11.8M | +22.39%(+273.20K) | $4.08(+61.69%) | 2026-06-30 | |
| UPXI | UPEXI INC | 2.4% | 2.76M | $2.2M | +0.00%(+0) | $3.72(-78.46%) | 2026-06-30 | |
| SUIG | SUI GROUP HOLDINGS LIMITED | 2.14% | 1.66M | $1.9M | +0.00%(+0) | $2.76(-68.52%) | 2026-06-30 | |
| BRR | PROCAP FINL INC | 2.14% | 1.25M | $1.9M | +0.00%(+0) | $6.82(-74.07%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 1.53% | 15.0K | $1.4M | -35.06%(-8.10K) | $91.51(-0.03%) | 2026-06-30 | |
| STSS | SKYAI INC | 1.29% | 1.04M | $1.2M | +0.00%(+0) | $4.13(-70.44%) | 2026-06-30 | |
| HSDT | SOLANA CO | 1.21% | 658.9K | $1.1M | +0.00%(+0) | $8.89(-80.43%) | 2026-06-30 | |
| TONX | TON STRATEGY CO | 1.07% | 378.5K | $965K | +0.00%(+0) | $4.51(-30.01%) | 2026-06-30 | |
| HYPD | HYPERION DEFI INC | 1.04% | 297.8K | $935K | new | $3.17(-16.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +59.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +100.91% |
Arrington Capital Management LLC reports $162.71M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are XRPN (67.1%), PURR (13.1%) and UPXI (2.4%). The top 20 holdings account for 95.94% of reported assets. Its disclosed equity book has returned +59.97% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arrington Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2087115). View Arrington Capital Management LLC’s 13F filings on SEC