Patient Capital Management’s Coinbase COIN Stock Holding History

Patient Capital Management’s Portfolio COIN Stock Details COIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-51,500	Closed	-$1.82M	–	43
2022 Q4	$1.82M	Hold	51,500	–	–	0.88%	36
2022 Q3	$3.32M	Hold	51,500	–	–	1.66%	30
2022 Q2	$2.42M	Hold	51,500	–	–	1.07%	34
2022 Q1	$9.78M	Sell	51,500 -1,500	-3%	-$293K	3.31%	8
2021 Q4	$13.4M	Buy	+53,000	New	+$15.4M	3.86%	3

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patient Capital Management's COIN Position: Q1 2026 in Review

Patient Capital Management increased its Coinbase (COIN) stake by 141% in Q1 2026, buying an estimated $49.5M and bringing the position to 430,405 shares worth $75.2M. The position accounts for 2.75% of the portfolio, ranked #14.

Patient Capital Management first reported a position in COIN in Q1 2022 and has held it in 17 quarters since. 1,174 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Patient Capital Management held 430,405 shares of Coinbase worth $75.2M as of Q1 2026.
Patient Capital Management bought 251,482 Coinbase shares in Q1 2026, an estimated $49.5M.
Coinbase made up 2.75% of Patient Capital Management's portfolio in Q1 2026, its #14 holding.
Patient Capital Management first reported a position in Coinbase in Q1 2022 and has held it in 17 quarters since.
1,174 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Patient Capital Management's 13F filing for Q1 2026, filed 14 May 2026.