&Partners’s Destiny Tech100 DXYZ Stock Holding History

&Partners’s Portfolio DXYZ Stock Details DXYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$520K	Buy	19,415 +7,446	+62%	+$215K	﹤0.01%	1671
2025 Q4	$367K	Buy	11,969 +1,802	+18%	+$48.2K	﹤0.01%	1795
2025 Q3	$217K	Buy	10,167 +4,589	+82%	+$137K	﹤0.01%	1927
2025 Q2	$233K	Buy	+5,578	New	+$212K	﹤0.01%	1758

Other funds holding DXYZ

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

&Partners's DXYZ Position: Q1 2026 in Review

&Partners increased its Destiny Tech100 (DXYZ) stake by 62% in Q1 2026, buying an estimated $215K and bringing the position to 19,415 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

&Partners first reported a position in DXYZ in Q2 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

&Partners held 19,415 shares of Destiny Tech100 worth $520K as of Q1 2026.
&Partners bought 7,446 Destiny Tech100 shares in Q1 2026, an estimated $215K.
Destiny Tech100 made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1671 holding.
&Partners first reported a position in Destiny Tech100 in Q2 2025 and has held it in 4 quarters since.
131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.