Pantera Capital Partners LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Pantera Capital Partners LP disclosed 15 US equity positions worth $101.8m in its Q2 2026 13F filing. The largest position was FIGR at 46.5% of the reported book, followed by PURR and BMNR. Against the Q1 2026 filing, it opened 5 new positions, added to 1 and reduced 5 among the top 15 holdings.
What did Pantera Capital Partners LP own in Q2 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | FIGR FIGURE TECHNOLOGY SOLUTIO | Financial Services | 46.5% | $47.4m | 1,542,871 | 0% | held |
| 2 | PURR HYPERLIQUID STRATEGIES INC | Financial Services | 18.7% | $19.0m | 2,415,118 | -11% | reduced |
| 3 | BMNR BITMINE IMMERSION TECHS INC | Financial Services | 11.5% | $11.7m | 880,000 | -23% | reduced |
| 4 | SOLANA CO | 8.1% | $8.2m | 4,987,319 | 28% | added | |
| 5 | ORBS EIGHTCO HOLDINGS INC | 7.6% | $7.8m | 11,178,083 | 0% | held | |
| 6 | MOZAYYX ACQUISITION CORP | 2.4% | $2.5m | 250,000 | – | new | |
| 7 | SKYAI INC | 1.3% | $1.3m | 1,150,000 | 0% | held | |
| 8 | ZOOZ STRATEGY LTD | 1.2% | $1.2m | 212,500 | – | new | |
| 9 | BTGO BITGO HOLDINGS INC | 0.9% | $937.9k | 181,064 | -95% | reduced | |
| 10 | FWDI FORWARD INDUSTRIES INC | 0.6% | $646.0k | 153,070 | -25% | reduced | |
| 11 | STABLECOINX INC | 0.6% | $571.9k | 207,953 | – | new | |
| 12 | XXI TWENTY ONE CAP INC | 0.3% | $306.6k | 61,948 | -82% | reduced | |
| 13 | AVALANCHE TREAS CORP | 0.2% | $189.3k | 378,609 | – | new | |
| 14 | DEFI DEVELOPMENT CORP | 0.1% | $56.8k | 210,248 | 0% | held | |
| 15 | MOZAYYX ACQUISITION CORP | 0.0% | $43.8k | 62,500 | – | 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.