Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MOZAYYX MANAGEMENT LLC (CIK 2116489) reported $103.9M across 19 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BMNR ($44.4M, 42.69%), ORBS ($11.4M, 11.00%), ZONE ($9.8M, 9.47%), EBAY ($6.6M, 6.33%), CAES ($5.9M, 5.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BMNR | BITMINE IMMERSION TECHS INC | $44.4M | 42.69% | 3.3M | Hold |
| 2 | ORBS | EIGHTCO HOLDINGS INC | $11.4M | 11.00% | 16.4M | Hold |
| 3 | ZONE | CLEANCORE SOLUTIONS INC | $9.8M | 9.47% | 12.0M | Hold |
| 4 | EBAY | EBAY INC. | $6.6M | 6.33% | 58,825 | New |
| 5 | CAES | CANTOR EQUITY PARTNERS VII I | $5.9M | 5.63% | 580,000 | New |
| 6 | MU | MICRON TECHNOLOGY INC | $5.3M | 5.14% | 4,630 | New |
| 7 | WLCOU | WILCO 63 CORP | $5.0M | 4.79% | 500,000 | New |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $2.8M | 2.67% | 4,775 | New |
| 9 | GFS | GLOBALFOUNDRIES INC | $2.6M | 2.50% | 31,495 | New |
| 10 | DELL | DELL TECHNOLOGIES INC | $2.4M | 2.34% | 5,640 | New |
| 11 | WBD | WARNER BROS DISCOVERY INC | $2.1M | 2.05% | 80,000 | New |
| 12 | WYFI | WHITEFIBER INC | $1.6M | 1.53% | 40,797 | New |
| 13 | KLAC | KLA CORP | $769,361 | 0.74% | 2,550 | New |
| 14 | RXT | RACKSPACE TECHNOLOGY INC | $760,745 | 0.73% | 116,500 | New |
| 15 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $756,021 | 0.73% | 2,780 | New |
| 16 | FCEL | FUELCELL ENERGY INC | $549,153 | 0.53% | 15,250 | New |
| 17 | FCRSWS | FUTURECREST ACQUISITION CORP | $452,500 | 0.44% | 225,000 | Hold |
| 18 | CEPS | CANTOR EQUITY PARTNERS VI IN | $405,508 | 0.39% | 39,104 | Trimmed |
| 19 | HACQU | HCM IV ACQUISITION CORP | $319,792 | 0.31% | 31,600 | Trimmed |
| 20 | SLB | SLB LIMITED | $0 | 0.00% | 0 | Exited |
| 21 | OII | OCEANEERING INTL INC | $0 | 0.00% | 0 | Exited |
| 22 | CAT | CATERPILLAR INC | $0 | 0.00% | 0 | Exited |
| 23 | CMI | CUMMINS INC | $0 | 0.00% | 0 | Exited |
| 24 | SATS | ECHOSTAR CORP | $0 | 0.00% | 0 | Exited |
| 25 | NTRA | NATERA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30