Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Galaxy Digital Capital Management GP LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Galaxy Digital Capital Management GP LLC (CIK 2118292) reported $206.1M across 51 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RIOT ($18.4M, 8.91%), CIFR ($13.6M, 6.60%), KEEL ($12.7M, 6.18%), V ($11.6M, 5.65%), HOOD ($8.9M, 4.31%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1RIOTRIOT PLATFORMS INC$18.4M8.91%670,786Trimmed
2CIFRCIPHER DIGITAL INC$13.6M6.60%554,788Added
3KEELKEEL INFRASTRUCTURE CORP$12.7M6.18%2.2MNew
4VVISA INC$11.6M5.65%33,912Added
5HOODROBINHOOD MKTS INC$8.9M4.31%88,494Added
6CLSKCLEANSPARK INC$8.2M3.96%560,540Trimmed
7PANWPALO ALTO NETWORKS INC$7.9M3.85%23,239New
8CRWDCROWDSTRIKE HLDGS INC$7.4M3.60%9,710Added
9JPMJPMORGAN CHASE & CO$6.5M3.16%19,891Added
10PURRHYPERLIQUID STRATEGIES INC$6.2M3.01%786,954New
11DDOGDATADOG INC$5.5M2.68%21,206Trimmed
12NVDANVIDIA CORPORATION$5.5M2.65%27,341New
13MSFTMICROSOFT CORP$5.1M2.49%13,741Added
14COFCAPITAL ONE FINL CORP$4.9M2.38%24,400New
15MAMASTERCARD INCORPORATED$4.7M2.27%9,108Added
16XYZBLOCK INC$4.7M2.26%61,200Added
17CCITIGROUP INC$4.6M2.22%32,739New
18AERAERCAP HOLDINGS NV$4.4M2.12%30,000New
19MCOMOODYS CORP$4.2M2.02%9,200New
20VIRTVIRTU FINL INC$3.8M1.86%64,300New
21WULFTERAWULF INC$3.8M1.85%154,618Trimmed
22TSMTAIWAN SEMICONDUCTOR MANUFAC$3.7M1.79%7,715Added
23CMECME GROUP INC$3.6M1.77%16,471New
24AFRMAFFIRM HLDGS INC$3.5M1.70%43,000New
25MUMICRON TECHNOLOGY INC$3.4M1.66%2,972Trimmed

Source: SEC Form 13F filings · as of 2026-06-30