ParaFi Capital LP

Comprehensive Analysis of ParaFi Capital LP SEC 13F Filing

Portfolio Overview

As of the report date September 30, 2025, ParaFi Capital LP manages a portfolio valued at approximately $250.48 million, spread across 9 holdings. This represents a significant contraction in capital deployment, with total portfolio value decreasing by 54.3% from the previous quarter's $548.08 million. The reduction in assets under management (AUM) suggests a substantial rotation out of previous positions, return...