Coinbase Global, Inc. (COIN): A Bull Case Theory
We came across a bullish thesis on Coinbase Global, Inc. on The Reservist’s Substack by Yehoshua Zlotogorski. In this article, we will summarize the bulls’ thesis on COIN.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 5,615,000 | $1,269,776,100 | -25% | 0.19% | |
| 2. | 3,288,400 | $743,638,776 | -19% | 0.11% | |
| 3. | ARK Investment Management Catherine D. Wood | 2,541,928 | $574,831,688 | +7% | 3.82% |
| 4. | 1,747,600 | $395,202,264 | +202% | 0.74% | |
| 5. | 1,388,600 | $314,018,004 | +31% | 0.17% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $35.39 | 14 | $495.46 | 10,955 | 2022-12-20 | Filing | |
| $63.24 | 51,382 | $3,249,274.36 | 1,931,844 | 2023-05-10 | Filing | |
| $62.38 | 425,216 | $26,522,933.04 | 1,880,462 | 2023-05-10 | Filing | |
| $61.55 | 168,202 | $10,352,311.67 | 1,455,246 | 2023-05-10 | Filing | |
| $60.51 | 65,200 | $3,945,369.36 | 1,287,044 | 2023-05-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $178.42 | 50 | $8,921.05 | 78,774 | 2026-02-27 | Filing | |
| $177.44 | 105 | $18,630.73 | 78,824 | 2026-02-27 | Filing | |
| $176.53 | 125 | $22,065.68 | 78,929 | 2026-02-27 | Filing | |
| $175.53 | 380 | $66,700.34 | 79,054 | 2026-02-27 | Filing | |
| $174.54 | 274 | $47,823.60 | 79,434 | 2026-02-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 26,400,836 | $5,970,285,052 | 0.09% | |
| 2. | 17,078,477 | $3,862,126,979 | 0.07% | |
| 3. | 10,299,400 | $2,329,106,316 | 0.27% | |
| 4. | 9,481,849 | $2,144,225,333 | 0.07% | |
| 5. | 7,930,100 | $1,793,312,814 | 0.21% |