IBIT
Ishares Bitcoin Trust Etf
2 super-investors hold IBIT worth a combined $91M. The largest position: Samantha McLemore at 1.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 23 — ranked #595 of 724 scored stocks.
Why super-investors own IBIT
Samantha McLemore opened a new position in IBIT in 2026Q1, representing 1.6% of her portfolio at roughly $42M, the highest concentration the ETF carries in any single cohort portfolio. Joel Greenblatt holds a larger absolute position at $49M but at a negligible portfolio weight, suggesting a tactical or exploratory allocation rather than a conviction bet. With cohort ownership flat at just one holder for the prior seven quarters before McLemore's entry, interest remains narrow — two of roughly 80 tracked super-investors is a thin footprint. There is no evidence of broader accumulation across the cohort this quarter, so the signal here is idiosyncratic rather than a developing consensus view on bitcoin exposure.
AI-synthesized from 13F filings. Not investment advice.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 9q | $49M | 1,275,680 |
| 2 | Samantha McLemore | 1.6% | — 1q | $42M | 1,100,000 |
Owners of IBIT also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Samantha McLemore | NEW | 1.6% | +100% | $42M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 46438F101. Not investment advice.