MOZAYYX MANAGEMENT LLC: 13F holdings
CIK 21164892026Q2
| Positions | 19 |
|---|
| Reported value | $103.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 19 (+3 vs prior quarter) |
|---|
| Reported value | $103.9m (+5.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BMNR BITMINE IMMERSION TECHS INC | 3,333,333 | $44.4m | 42.7% |
| EIGHTCO HOLDINGS INC | 16,438,356 | $11.4m | 11.0% |
| CLEANCORE SOLUTIONS INC | 12,000,000 | $9.8m | 9.5% |
| EBAY EBAY INC. | 58,825 | $6.6m | 6.3% |
| CANTOR EQUITY PARTNERS VII I | 580,000 | $5.9m | 5.6% |
| MU MICRON TECHNOLOGY INC | 4,630 | $5.3m | 5.1% |
| WILCO 63 CORP | 500,000 | $5.0m | 4.8% |
| AMD ADVANCED MICRO DEVICES INC | 4,775 | $2.8m | 2.7% |
| GLOBALFOUNDRIES INC | 31,495 | $2.6m | 2.5% |
| DELL DELL TECHNOLOGIES INC | 5,640 | $2.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2116489")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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