Mozayyx Management
Latest statistics and disclosures from Mozayyx Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BMNR, ORBS, ZONE, EBAY, Cantor Equity Partners Vii Cl A Ord, and represent 75.12% of Mozayyx Management's stock portfolio.
- Added to shares of these 10 stocks: EBAY (+$6.6M), Cantor Equity Partners Vii Cl A Ord (+$5.9M), MU (+$5.3M), Wilco 63 Corp, AMD, GFS, DELL, WBD, WYFI, KLAC.
- Started 13 new stock positions in WBD, GFS, CRDO, EBAY, WYFI, FCEL, AMD, Wilco 63 Corp, DELL, KLAC. Cantor Equity Partners Vii Cl A Ord, RXT, MU.
- Reduced shares in these 10 stocks: HACQU, CEPS, SLB, FCRS.U, CMI, CAT, OII, NTRA, Echostar Corporation, CEPV.
- Sold out of its positions in CAT, CMI, Echostar Corporation, NTRA, OII, SLB, SMRT, TMC, CEPV, FCRS.U.
- Mozayyx Management was a net buyer of stock by $25M.
- Mozayyx Management has $104M in assets under management (AUM), dropping by 5.37%.
- Central Index Key (CIK): 0002116489
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Portfolio Holdings for Mozayyx Management
Mozayyx Management holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Bitmine Immersion Techs Com New (BMNR) | 42.7 | $44M | 3.3M | 13.31 |
|
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| Eightco Holdings (ORBS) | 11.0 | $11M | 16M | 0.70 |
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| Cleancore Solutions Class B Com Shs (ZONE) | 9.5 | $9.8M | 12M | 0.82 |
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| eBay (EBAY) | 6.3 | $6.6M | NEW | 59k | 111.75 |
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| Cantor Equity Partners Vii I Cl A Ord Shs | 5.6 | $5.9M | NEW | 580k | 10.09 |
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| Micron Technology (MU) | 5.1 | $5.3M | NEW | 4.6k | 1154.29 |
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| Wilco 63 Corp Unit 05/29/2031 | 4.8 | $5.0M | NEW | 500k | 9.95 |
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| Advanced Micro Devices (AMD) | 2.7 | $2.8M | NEW | 4.8k | 580.91 |
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| Globalfoundries Ordinary Shares (GFS) | 2.5 | $2.6M | NEW | 32k | 82.41 |
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| Dell Technologies CL C (DELL) | 2.3 | $2.4M | NEW | 5.6k | 431.46 |
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| Warner Bros Discovery Com Ser A (WBD) | 2.1 | $2.1M | NEW | 80k | 26.66 |
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| Whitefiber SHS (WYFI) | 1.5 | $1.6M | NEW | 41k | 38.85 |
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| Kla Corp Com New (KLAC) | 0.7 | $769k | NEW | 2.6k | 301.71 |
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| Rackspace Technology (RXT) | 0.7 | $761k | NEW | 117k | 6.53 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.7 | $756k | NEW | 2.8k | 271.95 |
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| Fuelcell Energy Com New (FCEL) | 0.5 | $549k | NEW | 15k | 36.01 |
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| Futurecrest Acquisition Corp *w Exp 09/30/203 (FCRS.WS) | 0.4 | $453k | 225k | 2.01 |
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| Cantor Equity Partners Vi In Cl A Ord Shs (CEPS) | 0.4 | $406k | -86% | 39k | 10.37 |
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| Hcm Iv Acquisition Corp Unit 01/20/2031 (HACQU) | 0.3 | $320k | -90% | 32k | 10.12 |
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Past Filings by Mozayyx Management
SEC 13F filings are viewable for Mozayyx Management going back to 2025
- Mozayyx Management 2026 Q2 filed Aug. 14, 2026
- Mozayyx Management 2026 Q1 filed May 8, 2026
- Mozayyx Management 2025 Q4 filed March 5, 2026