BNB Becomes Top Holding in Grayscale Smart Contract Fund, Outpacing ETH and SOL

According to The Data Nerd, Grayscale’s Smart Contract Fund wrapped up its latest portfolio rebalance on August 3. After that rebalance, BNB rose to roughly 30.6% of the fund’s holdings, pushing past ETH at 29.47% and SOL at 29.15%. That makes BNB the fund’s largest position, with a lead of about 1.13 percentage points over ETH and about 1.45 points over SOL. The monitoring data points to a notable reshuffle in the fund’s asset weights, as BNB now occupies the top slot ahead of two major crypto assets. The figures, which were shared by The Data Nerd, reflect the fund's composition as of the August 3 rebalance, before any subsequent market moves or further adjustments. In percentage terms, BNB’s share of roughly 30.6% places it above ETH’s 29.47% and SOL’s 29.15%. With all three assets holding close to 30%, BNB, ETH and SOL remain the dominant positions in this Grayscale vehicle, but BNB has moved to the front. The rebalance result is the latest data point from The Data Nerd on how Grayscale’s Smart Contract Fund allocates its holdings.