Quarterly Report March 2026 - What’s Changed in The Portfolio?

At the end of our March 2025 financial  year-end (last year), the portfolio held fourteen cryptocurrencies as it had recently added Artificial Superintelligence Alliance, giving the portfolio exposure to decentralised AI alongside existing exposure to cryptocurrencies, smart contract platforms, payments, DeFi, oracles and sports-focused digital assets. 

Over this financial year the portfolio has further evolved. We exited our small legacy position in both EOS and Litecoin and welcomed Solana into the portfolio, which now contains thirteen-assets as at March 2026. This change reflects our strategy of investing in assets that we believe offer stronger long term strategic relevance within their respective categories and sectors.

Get the full breakdown in our latest report.