Mozayyx Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Mozayyx Management LLC disclosed 19 US equity positions worth $103.9m in its Q2 2026 13F filing. The largest position was BMNR at 42.7% of the reported book, followed by ORBS and ZONE. Against the Q1 2026 filing, it opened 13 new positions, added to 0 and reduced 2 among the top 19 holdings.
What did Mozayyx Management LLC own in Q2 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | BMNR BITMINE IMMERSION TECHS INC | Financial Services | 42.7% | $44.4m | 3,333,333 | 0% | held |
| 2 | ORBS EIGHTCO HOLDINGS INC | 11.0% | $11.4m | 16,438,356 | 0% | held | |
| 3 | ZONE CLEANCORE SOLUTIONS INC | 9.5% | $9.8m | 12,000,000 | 0% | held | |
| 4 | EBAY EBAY INC. | Consumer Cyclical | 6.3% | $6.6m | 58,825 | – | new |
| 5 | CANTOR EQUITY PARTNERS VII I | 5.6% | $5.9m | 580,000 | – | new | |
| 6 | MU MICRON TECHNOLOGY INC | Technology | 5.1% | $5.3m | 4,630 | – | new |
| 7 | WILCO 63 CORP | 4.8% | $5.0m | 500,000 | – | new | |
| 8 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.7% | $2.8m | 4,775 | – | new |
| 9 | GFS GLOBALFOUNDRIES INC | Technology | 2.5% | $2.6m | 31,495 | – | new |
| 10 | DELL DELL TECHNOLOGIES INC | Technology | 2.3% | $2.4m | 5,640 | – | new |
| 11 | WBD WARNER BROS DISCOVERY INC | Communication Services | 2.1% | $2.1m | 80,000 | – | new |
| 12 | WYFI WHITEFIBER INC | Technology | 1.5% | $1.6m | 40,797 | – | new |
| 13 | KLAC KLA CORP | Technology | 0.7% | $769.4k | 2,550 | – | new |
| 14 | RXT RACKSPACE TECHNOLOGY INC | Technology | 0.7% | $760.7k | 116,500 | – | new |
| 15 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 0.7% | $756.0k | 2,780 | – | new |
| 16 | FCEL FUELCELL ENERGY INC | Industrials | 0.5% | $549.2k | 15,250 | – | new |
| 17 | FUTURECREST ACQUISITION CORP | 0.4% | $452.5k | 225,000 | 0% | held | |
| 18 | CANTOR EQUITY PARTNERS VI IN | 0.4% | $405.5k | 39,104 | -87% | reduced | |
| 19 | HCM IV ACQUISITION CORP | 0.3% | $319.8k | 31,600 | -90% | reduced |
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.