LMR Partners LLP COIN — COINBASE GLOBAL INC

Ownership history in LMR Partners LLP  ·  21 quarters on record

AI Ownership Summary

LMR Partners LLP reported COINBASE GLOBAL INC (COIN) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.86% in 2025 Q3. The latest visible filing shows COIN at 0.50% 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 COIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LMR Partners LLP's position in COINBASE GLOBAL INC, 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
2026 Q1

COIN was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% 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
2023 Q4 to 2026 Q1

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.

COIN stock page LMR Partners LLP fund profile LMR Partners LLP full holdings
How LMR Partners LLP held COIN — position size vs. price
% of Fund (quarterly)    COIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 21 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,302,300 +1,147,300 +740.2% 0.50% $227.4M 2026-05-15 $195.43
2026 Q1 ADDED — — — 155,000 +68,415 +79.0% 0.06% $27.1M 2026-05-15 $195.43
2026 Q1 REDUCED — — — 86,585 -1,661,015 -95.0% 0.03% $15.1M 2026-05-15 $195.43
2025 Q4 ADDED — — — 1,747,600 +1,488,700 +575.0% 0.74% $395.2M 2026-02-17 $166.02
2025 Q4 ADDED — — — 258,900 +67,905 +35.6% 0.11% $58.5M 2026-02-17 $166.02
2025 Q4 ADDED — — — 190,995 +54,495 +39.9% 0.08% $43.2M 2026-02-17 $166.02
2025 Q3 REDUCED 76.4% -30.7% ✅ 136,500 -442,900 -76.4% 0.20% $46.1M 2025-11-14 $284.00
2025 Q3 ADDED — — — 579,400 +387,841 +202.5% 0.86% $195.5M 2025-11-14 $284.00
2025 Q3 ADDED — — — 191,559 +112,259 +141.6% 0.29% $64.6M 2025-11-14 $284.00
2025 Q2 ADDED — — — 79,300 +24,854 +45.6% 0.20% $27.8M 2025-08-14 $324.89
2025 Q2 REDUCED 41.7% -4.7% ✅ 54,446 -38,954 -41.7% 0.14% $19.1M 2025-08-14 $324.89
2025 Q2 REDUCED 9.7% -4.7% ✅ 93,400 -10,000 -9.7% 0.23% $32.7M 2025-08-14 $324.89
2025 Q1 REDUCED 7.3% +103.5% ❌ 103,400 -8,200 -7.3% 0.17% $17.8M 2025-05-15 $244.44
2025 Q1 ADDED — — — 111,600 +92,623 +488.1% 0.18% $19.2M 2025-05-15 $244.44
2025 Q1 ADDED — — — 18,977 +16,977 +848.9% 0.03% $3.3M 2025-05-15 $244.44
2024 Q4 REDUCED 80.0% -30.6% ✅ 2,000 -8,000 -80.0% 0.00% $497K 2025-02-14 $274.31
2024 Q4 REDUCED 50.0% -30.6% ✅ 10,000 -10,000 -50.0% 0.02% $2.5M 2025-02-14 $274.31
2024 Q4 ADDED — — — 20,000 +18,500 +1233.3% 0.04% $5.0M 2025-02-14 $274.31
2024 Q1 UNCHANGED — — — 1,500 — 0% 0.00% $398K 2024-05-15 $219.91
2023 Q4 REDUCED 98.0% +45.0% ❌ 1,500 -73,500 -98.0% 0.00% $261K 2024-02-14 $160.38
2023 Q4 INITIATED — — — 75,000 — — 0.15% $13.0M 2024-02-14 $160.38

🏢 Other funds also holding COIN

As of 2026 Q1 — sorted by position size

Pinegrove Venture Partners, LLC 74.41% Paradigm Operations LP 3Y 65.69% Cria, Inc. 62.33% a16z Perennial Management, L.P. 21.33% Ruffer LLP 3Y 7Y 10.29% SJBENEN ADVISORY, LLC 8.29% Kemnay Advisory Services Inc. 3Y 7Y 8.28% Ribbit Management Company, LLC 7.66% Refined Wealth Management 3Y 6.52% Step Capital Management Pte. Ltd. 6.37%

FAQ About LMR Partners LLP and COIN

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

How long has LMR Partners LLP reported owning COIN?

LMR Partners LLP reported COIN across 21 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported COIN position in LMR Partners LLP's portfolio?

The largest reported portfolio weight for COIN was 0.86% in 2025 Q3.

What is the latest reported COIN position on this page?

The most recent filing on this page is 2026 Q1, when LMR Partners LLP reported 1,302,300 shares, equal to 0.50% of portfolio, with an estimated market value of $227.4M.

What does the chart on this COIN ownership page compare?

The chart compares LMR Partners LLP's quarterly COIN 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.

How well did LMR Partners LLP time their COIN position?

Based on 13F filing dates vs. subsequent COIN price moves, LMR Partners LLP correctly timed 7 out of 19 reported position changes (37%). The annualised alpha on COIN relative to SPY over the holding period was -17.9%.

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