Mozayyx Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Mozayyx Management LLC disclosed 11 US equity positions worth $127.5m in its Q4 2025 13F filing. The largest position was BMNR at 71.0% of the reported book, followed by ORBS and ZONE.
What did Mozayyx Management LLC own in Q4 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BMNR BITMINE IMMERSION | 71.0% | $90.5m | 3,333,333 | – | ||
| 2 | ORBS EIGHTCO HOLDINGS INC | 22.3% | $28.4m | 16,438,356 | – | ||
| 3 | ZONE CLEANCORE SOLUTIONS INC | 2.4% | $3.1m | 12,000,000 | – | ||
| 4 | FUTURECREST ACQUISITION | 1.4% | $1.7m | 169,849 | – | ||
| 5 | FUTURECREST ACQUISITION | 1.1% | $1.4m | 135,263 | – | ||
| 6 | LITS LITE STRATEGY INC | 0.6% | $738.9k | 559,795 | – | ||
| 7 | TMC TMC THE METALS COMPANY INC | 0.4% | $462.8k | 75,000 | – | ||
| 8 | FUTURECREST ACQUISITION | 0.4% | $452.5k | 225,000 | – | ||
| 9 | NTRA NATERA INC | Healthcare | 0.2% | $309.3k | 1,350 | – | |
| 10 | TSLA TESLA INC | Consumer Cyclical | 0.2% | $224.9k | 500 | – | |
| 11 | SMRT SMARTRENT INC | 0.1% | $80.8k | 40,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.