Kinetics Internet Portfolio
Registrant
Kinetics Portfolios Trust
Net Assets
$248,279,086
Holdings
25
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 25
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Portfolio coverage: 25 of
45 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| Grayscale Bitcoin Trust ETF | GBTC | 2,117,074 | $96,369,208 | 38.81% | Long | EC | |
| Texas Pacific Land Corp | TPL | 184,734 | $80,846,988 | 32.56% | Long | EC | |
| Grayscale Bitcoin Mini Trust E | BTC | 428,419 | $11,117,473 | 4.48% | Long | EC | |
| CACI International Inc | CACI | 18,000 | $8,338,680 | 3.36% | Long | EC | |
| Landbridge Co LLC | LB | 66,800 | $5,293,232 | 2.13% | Long | EC | |
| Galaxy Digital Inc | GLXY | 150,000 | $4,101,000 | 1.65% | Long | EC | |
| Miami International Holdings I | MIAX | 87,222 | $3,241,158 | 1.31% | Long | EC | |
| Mastercard Inc | MA | 3,500 | $1,797,600 | 0.72% | Long | EC | |
| Verisk Analytics Inc | VRSK | 7,000 | $1,256,710 | 0.51% | Long | EC | |
| Broadridge Financial Solutions | BR | 7,200 | $986,040 | 0.40% | Long | EC | |
| Mesabi Trust | MSB | 37,900 | $958,870 | 0.39% | Long | EC | |
| CME Group Inc | CME | 4,000 | $883,320 | 0.36% | Long | EC | |
| Sphere Entertainment Co | SPHR | 4,000 | $692,120 | 0.28% | Long | EC | |
| Bakkt Inc | BKKT | 80,000 | $624,800 | 0.25% | Long | EC | |
| Atlanta Braves Holdings Inc | BATRA | 8,000 | $450,480 | 0.18% | Long | EC | |
| Madison Square Garden Entertai | MSGE | 4,000 | $323,560 | 0.13% | Long | EC | |
| Permian Basin Royalty Trust | PBT | 12,550 | $314,252 | 0.13% | Long | EC | |
| Nasdaq Inc | NDAQ | 2,100 | $165,522 | 0.07% | Long | EC | |
| Booz Allen Hamilton Holding Co | BAH | 1,400 | $84,938 | 0.03% | Long | EC | |
| Circle Internet Group Inc | CRCL | 1,000 | $62,630 | 0.03% | Long | EC | |
| Fermi Inc | FRMI | 6,667 | $61,070 | 0.02% | Long | EC | |
| S&P Global Inc | SPGI | 113 | $46,020 | 0.02% | Long | EC | |
| Copart Inc | CPRT | 400 | $11,276 | 0.00% | Long | EC | |
| CoStar Group Inc | CSGP | 200 | $5,664 | 0.00% | Long | EC | |
| Grayscale Litecoin Trust | LTCN | 4 | $12 | 0.00% | Long | EC |