Quarterly UpdatesMay 6, 2026, 04:18 PM
Grayscale Updates DEFG, GSC Fund Component Weightings for Q1 2026
AI Summary
Grayscale Investments announced updated Fund Component weightings for its Grayscale Decentralized Finance (DeFi) Fund (DEFG) and Grayscale Smart Contract Fund (GSC Fund) following their first quarter 2026 reviews. For the DEFG Fund, Aerodrome Finance (AERO) was sold, and Ethena (ENA) was purchased, resulting in new top holdings like Uniswap (35.22%) and Aave (21.36%). The GSC Fund adjusted its portfolio by rebalancing existing components, with Ether (30.14%) and Solana (29.69%) as its largest holdings. Both funds regularly distribute components to cover ongoing expenses, leading to a gradual decrease in components represented by shares.
Key Highlights
- Grayscale DEFG Fund sold Aerodrome Finance (AERO) and purchased Ethena (ENA).
- DEFG Fund's updated top holdings: Uniswap (UNI) 35.22%, Aave (AAVE) 21.36%.
- DEFG Fund's new Ethena (ENA) weighting is 13.59%.
- Grayscale GSC Fund adjusted existing component weightings.
- GSC Fund's updated top holdings: Ether (ETH) 30.14%, Solana (SOL) 29.69%.
- GSC Fund's other holdings include Cardano (ADA) 17.96% and Avalanche (AVAX) 7.69%.
- Both funds' compositions are evaluated on a quarterly basis.
Price Impact
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