Mozayyx Management LLC
Net buyer this quarter
$104M
18
+$26.3M
92.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BMNR | $44.4M | 42.69% | 0.58% | Not reported | Q4 2025 |
 ORBS | $11.4M | 11.00% | 3.82% | Not reported | Q4 2025 |
 ZONE | $9.84M | 9.47% | 5.41% | Not reported | Q4 2025 |
 EBAY | $6.57M | 6.33% | 0.01% | New | Q2 2026 |
 CAES | $5.85M | 5.63% | Not reported | New | Q2 2026 |
 MU | $5.34M | 5.14% | 0.00% | New | Q2 2026 |
 WLCOU | $4.98M | 4.79% | Not reported | New | Q2 2026 |
 AMD | $2.77M | 2.67% | 0.00% | New | Q2 2026 |
 GFS | $2.6M | 2.50% | 0.01% | New | Q2 2026 |
 DELL | $2.43M | 2.34% | 0.00% | New | Q2 2026 |
 WBD | $2.13M | 2.05% | 0.00% | New | Q2 2026 |
 WYFI | $1.58M | 1.53% | 0.11% | New | Q2 2026 |
 KLAC | $769K | 0.74% | 0.00% | New | Q2 2026 |
 RXT | $761K | 0.73% | 0.05% | New | Q2 2026 |
 CRDO | $756K | 0.73% | 0.00% | New | Q2 2026 |
 FCEL | $549K | 0.53% | 0.02% | New | Q2 2026 |
 CEPS | $406K | 0.39% | Not reported | -87.0% | Q1 2026 |
 HACQU | $320K | 0.31% | Not reported | -90.4% | Q1 2026 |
| Q1 2026 | |||||
| BMNR | $65.9M | 66.85% | 0.67% | Not reported | Q4 2025 |
| ORBS | $15.3M | 15.54% | 4.46% | Not reported | Q4 2025 |
| ZONE | $4.28M | 4.34% | 5.70% | Not reported | Q4 2025 |
| HACQU | $3.31M | 3.36% | Not reported | New | Q1 2026 |
| CEPS | $3.04M | 3.08% | Not reported | New | Q1 2026 |
 SLB | $1.88M | 1.90% | 0.00% | New | Q1 2026 |
 CMI | $735K | 0.75% | 0.00% | New | Q1 2026 |
 CAT | $696K | 0.71% | 0.00% | New | Q1 2026 |
 OII | $290K | 0.29% | 0.01% | New | Q1 2026 |
 NTRA | $270K | 0.27% | 0.00% | Not reported | Q4 2025 |
 ECHO | $268K | 0.27% | 0.00% | New | Q1 2026 |
| CEPV | $249K | 0.25% | Not reported | New | Q1 2026 |
 TMC | $117K | 0.12% | 0.01% | -66.7% | Q4 2025 |
 SMRT | $60K | 0.06% | 0.02% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| BMNR | $90.5M | 71.01% | 0.82% | New | Q4 2025 |
| ORBS | $28.4M | 22.31% | 7.99% | New | Q4 2025 |
| ZONE | $3.12M | 2.45% | 5.70% | New | Q4 2025 |
| FCRS | $1.39M | 1.09% | Not reported | New | Q4 2025 |
 LITS | $739K | 0.58% | 1.52% | New | Q4 2025 |
| TMC | $463K | 0.36% | 0.02% | New | Q4 2025 |
| NTRA | $309K | 0.24% | 0.00% | New | Q4 2025 |
 TSLA | $225K | 0.18% | 0.00% | New | Q4 2025 |
| SMRT | $80.8K | 0.06% | 0.02% | New | Q4 2025 |