Mozayyx Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mozayyx Management LLC disclosed 16 US equity positions worth $98.6m in its Q1 2026 13F filing. The largest position was BMNR at 66.9% of the reported book, followed by ORBS and ZONE.
What did Mozayyx Management LLC own in Q1 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BMNR BITMINE IMMERSION TECNOLOGIE | Financial Services | 66.9% | $65.9m | 3,333,333 | – | |
| 2 | ORBS EIGHTCO HOLDINGS INC | 15.5% | $15.3m | 16,438,356 | – | ||
| 3 | ZONE CLEANCORE SOLUTIONS INC | 4.3% | $4.3m | 12,000,000 | – | ||
| 4 | HCM IV ACQUISITION CORP | 3.4% | $3.3m | 330,400 | – | ||
| 5 | CANTOR EQUITY PARTNERS VI CL A ORD | 3.1% | $3.0m | 300,790 | – | ||
| 6 | SLB SLB LIMITED | Energy | 1.9% | $1.9m | 36,503 | – | |
| 7 | FUTURECREST ACQUISITION CORP | 1.8% | $1.7m | 169,849 | – | ||
| 8 | CMI CUMMINS INC | Industrials | 0.7% | $735.5k | 1,367 | – | |
| 9 | CAT CATERPILLAR INC | Industrials | 0.7% | $695.7k | 982 | – | |
| 10 | FUTURECREST ACQUISITION CORP | 0.5% | $452.5k | 225,000 | – | ||
| 11 | OII OCEANEERING INTL INC | Energy | 0.3% | $290.1k | 8,180 | – | |
| 12 | NTRA NATERA INC | Healthcare | 0.3% | $270.0k | 1,350 | – | |
| 13 | ECHO ECHOSTAR CORP | Communication Services | 0.3% | $267.7k | 2,287 | – | |
| 14 | CANTOR EQUITY PARTNERS V CL A ORD | 0.3% | $248.8k | 24,630 | – | ||
| 15 | TMC TMC THE METALS COMPANY INC | 0.1% | $116.8k | 25,000 | – | ||
| 16 | SMRT SMARTRENT INC | Technology | 0.1% | $60.0k | 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.