Cria, Inc.

Key Holdings

• COIN (Coinbase Global, Inc.): Position value $111.18M; 492,000 shares reported. Implied current price in the filing is about $226 per share (111.18M / 492k ≈ $225.95). At 66.28% of the portfolio, COIN is the dominant exposure and will largely determine overall portfolio returns and volatility.
• DLO (dLocal Ltd.): Position value $56.56M; 4,000,000 shares reported. Implied current price in the filing is about $14.14 per share (56.56M / 4.0M ≈ $14.14). At 33.72% of the portfolio, dLocal is the only secondary exposure and materially influences portfolio outcomes but is significantly smaller than the COIN stake.

Both holdings are transaction/payment-related businesses (Coinbase as a crypto exchange and dLocal as a cross-border/merchant payments processor). The economic performance of both names is likely to be sensitive to transaction volumes, payment flows and related macro/industry conditions.