Pantera Capital Partners LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Pantera Capital Partners LP disclosed 16 US equity positions worth $497.7m in its Q3 2025 13F filing. The largest position was BMNR at 24.5% of the reported book, followed by ORBS and HELIUS MED TECHNOLOGIES INC. Against the Q2 2025 filing, it opened 13 new positions, added to 0 and reduced 2 among the top 16 holdings.
What did Pantera Capital Partners LP own in Q3 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BMNR BITMINE IMMERSION TECNOLOGIE | 24.5% | $122.0m | 2,350,000 | – | new | |
| 2 | ORBS EIGHTCO HOLDINGS INC | 21.4% | $106.5m | 11,643,837 | – | new | |
| 3 | HELIUS MED TECHNOLOGIES INC | 11.6% | $57.9m | 3,887,319 | – | new | |
| 4 | FIGR FIGURE TECHNOLOGY SOLUTIO | Financial Services | 11.3% | $56.1m | 1,542,871 | – | new |
| 5 | CRCL CIRCLE INTERNET GROUP INC | Financial Services | 11.1% | $55.5m | 418,250 | -6% | reduced |
| 6 | BITB BITWISE BITCOIN ETF TR | 5.8% | $28.6m | 460,000 | -63% | reduced | |
| 7 | ZONE CLEANCORE SOLUTIONS INC | 3.0% | $15.2m | 7,500,000 | – | new | |
| 8 | DEFI DEVELOPMENT CORP | 2.7% | $13.2m | 862,659 | 0% | held | |
| 9 | EMPERY DIGITAL INC | 2.3% | $11.3m | 1,500,000 | – | new | |
| 10 | 23I FORWARD INDS INC N Y | 1.8% | $9.0m | 351,351 | – | new | |
| 11 | SHARPS TECHNOLOGY INC | 1.5% | $7.5m | 1,150,000 | – | new | |
| 12 | TONX TON STRATEGY CO | 1.2% | $6.1m | 867,508 | – | new | |
| 13 | CEA INDUSTRIES INC | 1.0% | $4.8m | 613,417 | – | new | |
| 14 | GEMINI SPACE STA INC | 0.4% | $2.2m | 92,856 | – | new | |
| 15 | SUI GROUP HOLDINGS LIMITED | 0.3% | $1.5m | 383,303 | – | new | |
| 16 | AMBR AMBER INTL HLDG LTD | 0.1% | $320.6k | 95,694 | – | new |
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.