MCM
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Multicoin Capital Management’s Shift4 FOUR Stock Holding History

Multicoin Capital Management’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,095
Closed -$374M – 4
2024
Q2 		$374M Hold
5,095
– – 54.85% 1
2024
Q1 		$337M Hold
5,095
– – 52.83% 1
2023
Q4 		$379M Buy
+5,095
New +$304K 77.11% 1

Other funds holding FOUR

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Multicoin Capital Management's FOUR Position: Q3 2024 in Review

Multicoin Capital Management sold out of Shift4 (FOUR) in Q3 2024, closing a stake of 5,095 shares — an estimated $374M sold.

Multicoin Capital Management first reported a position in FOUR in Q4 2023 and held it in 3 quarters. The position peaked at $379M in Q4 2023. 356 funds tracked by Wall St. Rank hold FOUR as of Q3 2024.

  • Multicoin Capital Management reported no remaining Shift4 position as of Q3 2024 after selling out during the quarter.
  • Multicoin Capital Management sold 5,095 Shift4 shares in Q3 2024, an estimated $374M.
  • Multicoin Capital Management first reported a position in Shift4 in Q4 2023 and held it in 3 quarters.
  • Multicoin Capital Management's Shift4 position peaked at $379M in Q4 2023.
  • 356 funds tracked by Wall St. Rank held Shift4 as of Q3 2024.

Based on Multicoin Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.