Mozayyx Management
Mozayyx Management reported 19 stocks worth $104M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BMNR (42.7%), ORBS (11.0%) and Cleancore Solutions Inc (9.5%). Compared with Q1 2026, the fund opened new positions in EBAY, CAES and MU, trimmed CEPS and HACQU and sold out of SLB, FCRS.U and CMI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BMNR Bitmine Immersion Tecnologie | $44.4M | 42.7% | 3.3M | No change | 3 of 3 | |
| 2 |  ORBS Eightco Holdings Inc | $11.4M | 11.0% | 16.4M | No change | 3 of 3 | |
| 3 | CLEANCORE SOLUTIONS INC | $9.8M | 9.5% | 12M | No change | 3 of 3 | |
| 4 |  EBAY Ebay Inc | $6.6M | 6.3% | 59K | New position | 1 of 3 | |
| 5 |  CAES Cantor Equity Partners Vii I | $5.9M | 5.6% | 580K | New position | 1 of 3 | |
| 6 |  MU Micron Technology Inc | $5.3M | 5.1% | 4,630 | New position | 1 of 3 | |
| 7 |  WLCOU Wilco 63 Corp | $5M | 4.8% | 500K | New position | 1 of 3 | |
| 8 |  AMD Advanced Micro Devices Inc | $2.8M | 2.7% | 4,775 | New position | 1 of 3 | |
| 9 |  GFS Globalfoundries Inc | $2.6M | 2.5% | 31K | New position | 1 of 3 | |
| 10 |  DELL Dell Technologies Inc | $2.4M | 2.3% | 5,640 | New position | 1 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SLB Slb Limited | $1.9M | 37K |
 FCRS.U Futurecrest Acquisition Corp | $1.7M | 170K |
 CMI Cummins Inc | $735K | 1,367 |
 CAT Caterpillar Inc | $696K | 982 |
 OII Oceaneering Intl Inc | $290K | 8,180 |
🔒 Free account: see all 10.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mozayyx Management 13F FAQ
What does Mozayyx Management own?
Mozayyx Management reported 19 stocks worth $104M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BMNR (42.7%), ORBS (11.0%) and Cleancore Solutions Inc (9.5%). The table above lists every position in the filing (the top 10 without an account).
What did Mozayyx Management buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 0 added to, 2 trimmed and 10 sold out. New positions include EBAY, CAES and MU. It sold all of SLB, FCRS.U and CMI.
When will Mozayyx Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mozayyx Management's portfolio worth?
The Q2 2026 filing reports $104M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.