Form: NPORT-P

Monthly Portfolio Investments Report on Form N-PORT (Public)

May 29, 2026

 

C1 Fund Inc.

Schedule of Investments

March 31, 2026

 

   Geographic
 Region
  Acquisition
Date
  Shares   Cost   Fair Value   Percentage of
 Net Assets
 
Private Common Stock                   
Financial Technology(a)                      
Alchemy Insights, Inc.(b),(c)  United States  11/10/2025   12,480   $2,545,920   $2,496,000    5.10%
Blockchain.com Group Holdings, Inc.(b),(c)  Cayman Islands  11/13/2025   156,250    2,550,000    2,500,000    5.11%
Chainalysis Inc.(b),(c)  United States  10/14/2025   213,585    2,158,267    2,135,850    4.37%
ConsenSys Software Inc.(b),(c)  United States  11/19/2025   57,735    1,509,977    1,645,447    3.36%
Figment Inc.(b),(c)  Canada  9/29/2025   952,381    2,000,000    2,000,000    4.09%
Fireblocks Ltd. (b),(c)  Israel  1/15/2026   192,654    1,107,761    1,107,761    2.27%
Payward Inc. (Kraken)(b),(c)  United States  10/27/2025   56,819    2,502,036    2,215,941    4.53%
Ripple Labs, Inc. (b),(c)  United States  3/12/2026   5,405    999,925    810,750    1.66%
Uphold Ltd. (b),(c)  Bahamas  2/11/2026   200,000    612,000    600,000    1.23%
Total Private Common Stock              15,985,886    15,511,749    31.72%
                           
Private Preferred Stock                          
Financial Technology(a)                          
Payward Inc. (Kraken), Series A(b),(c)  United States  10/22/2025   166,669    7,690,607    6,500,091    13.29%
Ripple Labs Inc., Series A(b),(c)  United States  11/20/2025   66,667    10,070,041    10,000,050    20.45%
Uphold Ltd., Series B-3(b),(c)  Bahamas  2/13/2026   154,221    484,501    485,796    0.99%
Uphold Ltd., Series C(b),(c)  Bahamas  2/11/2026   354,010    1,127,082    1,115,132    2.28%
Total Private Preferred Stock              19,372,231    18,101,069    37.01%
                           
Public Common Stock                          
Financial Technology(a)                          
BitGo Holdings, Inc.(c)  United States  1/9/2026   125,571    2,244,004    1,033,449    2.11%
Total Public Common Stock              2,244,004    1,033,449    2.11%
                           
Total Stock Investments              37,602,121    34,646,267    70.84%

 

Short Term Investments  7 Day Yield   Shares   Cost   Fair Value   Percentage of Net Assets 
Government Securities (U.S. Treasury)                         
First American US Treasury Money Market Fund(d)   3.540%   15,049,802    15,049,802    15,049,802    30.77%
                          
Total Short Term Investments             15,049,802    15,049,802    30.77%
                          
Total Investments            $52,651,923   $49,696,069    101.61%
Liabilities in Excess of Other Assets               (789,732)   (1.61)%
Net Assets                 $48,906,337    100.00%

 

 

 

(a) Investments have no redemption provisions, are issued in private placement transactions and are restricted as to resale. Total fair value of restricted securities amounts to $34,646,267, which represents approximately 70.84% of the Company's net assets as of March 31, 2026.
(b) As a result of the use of significant unobservable inputs to determine fair value, these investments have been classified as Level 3 securities under the fair value hierarchy.
(c) Non-income producing security.
(d) The rate shown is the annualized 7-day yield as of March 31, 2026.

 

Securities by Country as a Percentage of Investments Fair Value

 

   Cost   Fair Value   Percentage of
Net Assets
 
United States               
Private Common Stock  $9,716,126   $9,303,989    19.02%
Private Preferred Stock   17,760,648    16,500,141    33.74%
Public Common Stock   2,244,004    1,033,449     2 .11%
Short Term Investments   15,049,802    15,049,802      30 .77%
Total United States   44,770,579    41,887,380    85.65%
                
 Bahamas               
Private Common Stock   612,000    612,000     1 .23%
Private Preferred Stock   1,611,583    1,600,928     3 .27%
Total Bahamas   2,223,583    2,200,928    4.50%
                
Canada               
Private Common Stock   2,000,000    2,000,000     4 .09%
Total Canada   2,000,000    2,000,000    4.09%
                
Cayman Islands               
Private Common Stock   2,550,000    2,500,000     5 .11%
Total Cayman Islands   2,550,000    2,500,000    5.11%
                
Israel               
Private Common Stock   

1,107,761

    

1,107,761

    

2.27

%
Total Israel   

1,107,761

    

1,107,761

    

2.27

%