COIN
Coinbase Global Inc -class A
2 super-investors hold COIN worth a combined $192M. The largest position: Samantha McLemore at 2.8% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #250 of 724 scored stocks.
Why super-investors own COIN
Ownership of COIN within this cohort is narrow and has been stable for two years, with just two managers holding a combined $192M as of 2026Q1. The dominant conviction holder is Samantha McLemore, whose $75M position represents 2.8% of her portfolio — a meaningful allocation — and she added to it this quarter, the only activity the cohort recorded. Joel Greenblatt holds a larger absolute dollar amount ($117M) but at a negligible 0.1% portfolio weight, suggesting it is a small diversifying position rather than a high-conviction bet. The cohort owner count has held at one or two for eight consecutive quarters, indicating neither growing enthusiasm nor material exit pressure among this group of super-investors.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 19q | $117M | 671,158 |
| 2 | Samantha McLemore | 2.8% | 17q | $75M | 430,405 |
Owners of COIN also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Samantha McLemore | ADD | 2.8% | +141% | $75M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 19260Q107. Not investment advice.