InvestorsBitcoin

ANAP Holdings

3189 · Tokyo Stock Exchange (Standard)Operating co.Medium

Japan

BTC held

1,423

as of Apr 21, 2026 · 0.007% of 21M

Value now

$111M

at BTC $78,218

Basic mNAV

0.29×

mkt cap $32M as of Sep 4, 2026

Sats per share

3,117

46M shares as of Aug 31, 2026

Cost basis

Average cost per BTC
$94,096
Total invested
$135M
Unrealized gain
$-23M (-16.9%)

Treasury debt

No convertible notes or treasury-linked debt on file.

Recent activity

Apparel retailer buying BTC via subsidiary ANAP Lightning Capital: reached 1,417 BTC in January 2026 and added ~5-6 BTC in April 2026 to ~1,423 BTC (trackers vary slightly: bitcointreasuries.net 1,423 as of Apr 21; CoinGecko 1,431 as of Apr 22). In April 2026 it announced a strategic partnership with HashKey Group to expand its bitcoin treasury and institutional asset management in Japan; no purchases have been reported by trackers since April.

Risk notes

Deep mNAV discount: market cap (~JPY 5.2B / ~$33M, converted at USD/JPY 159.68) is roughly a quarter of the BTC stack's ~$112M value, and CoinGecko shows an unrealized loss vs its ~$134.7M cost basis; the pivot has been funded by repeated dilutive share/warrant issuances and the core apparel business is loss-making. Holdings figure is ~4 months old.

Sources

Figures are compiled from public disclosures and may lag. This page is information, not investment advice or a recommendation regarding 3189 securities.