Arrington Capital Management, LLC
•CIK: 2087115•Filing: Q4 2025
**Arrington Capital Management, LLC** manages $106M across a portfolio of 21 positions. The fund exhibits a concentrated approach, with its largest holding in TDBCP at $59.4M, representing over 56% of reported assets. Notable diversification is seen through significant allocations to MIGA ($8.0M) and UPXI ($4.6M). This positioning suggests a focused, conviction-driven strategy across select market sectors.
Total AUM
$90.5M
+ $15.7M in options
QoQ Performance
N/A
Positions
13
+ 7 options
Top 10 Concentration
90.3%
Latest Filing
Q4 2025
Top Holdings Allocation
ARMA
MIGA
ARMADA55.8%
MIGA7.5%
UPXI4.4%
PURR4.3%
BRR4.2%
ZOOZ4.1%
IBIT2.8%
HUT2.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%