Managers / Q1 2026
Cria, Inc.
CIK 0002065494 · 28 LIBERTY STREET, 45TH FLOOR, NEW YORK, NY, 10038 · 4157581074
Summary
Cria, Inc. reported $138M in U.S.-listed holdings across 2 positions for Q1 2026.
The portfolio is heavily concentrated: COIN alone accounts for 62.3% of reported value.
The book was largely unchanged from Q4 2025.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 62.3% · $86M
- Other · 37.7% · $52M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| COINCOINBASE GLOBAL INC | HELD | +0 | 491.7K | −$25M | $86M |
| DLOCAL LTD | HELD | +0 | 4.00M | −$5M | $52M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | COINCOINBASE GLOBAL INChistory → | COM CL A | 62.33% | $86M | 491.7K |
| 2 | DLOCAL LTD | CLASS A COM | 37.67% | $52M | 4.00M |
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.