C1 Fund adds Polymarket, Fireblocks, Uphold, BitGo to portfolio in 2026
CFND•Portfolio additions and exposure changes
C1 Fund deployed $41.3 million across 11 late-stage private digital-asset firms through June 30, 2026, from $53.3 million IPO proceeds.
The fund's 2026 additions include Polymarket, Fireblocks, Uphold, and BitGo, and it also increased stakes in several 2025 holdings.
The portfolio also includes Alchemy, Blockchain.com, Chainalysis, ConsenSys, and Figment, with the focus remaining on digital-asset infrastructure.
Largest holdings and liquidity milestones
The largest exposures as of June 30, 2026, were Ripple, at 17.49% of net assets, and Payward (Kraken), at 16.92%.
The brief also noted several liquidity milestones: Kraken and Blockchain.com filed confidentially for IPOs, BitGo completed an IPO in January 2026, and a partial Ripple buyback returned 141.5%.
