Investment firm SkyBridge Capital, founded by Anthony Scaramucci, has made a big portfolio change by buying shares of Strategy for the first time while reducing holdings in Bitcoin ETFs and Circle stock.
According to a recent SEC filing, SkyBridge purchased more than 70,000 MSTR shares worth roughly $7 million during the first quarter of 2026. The investment now represents over half of the firm’s disclosed portfolio.
At the same time, the company lowered its holdings in BlackRock’s IBIT Bitcoin ETF and cut its Circle shares by nearly 50%.
Scaramucci has previously praised Michael Saylor’s Bitcoin strategy and recently endorsed Strategy’s debt-driven approach to accumulating Bitcoin reserves.
The move comes as crypto markets face renewed volatility, ETF outflows, and uncertainty surrounding global macroeconomic conditions.
Anthony Scaramucci’s SkyBridge Capital Bets Big on MSTR Stock, Cuts IBIT, Circle & Stake
Big portfolio reshuffles are grabbing attention. SkyBridge is increasing exposure to Strategy while reducing positions in other major crypto-linked plays, signaling shifting institutional… pic.twitter.com/wrCdFid7V1
— 3.0 TV (3verseTV) (@reallive3tv) May 25, 2026
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