DOSSIER · 13F-HR · Q2 2026

MOZAYYX MANAGEMENT LLC

$104M in tracked AUM across 19 positions as of Q2 2026.

MM
CIK 0002116489 · last filed Jun 30, 2026
Total AUM
$104M
as of Q2 2026
Holdings
19
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MOZAYYX MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BMNR
BITMINE IMMERSION TECHS INC
$44M3.3M42.7%
02
ORBS
EIGHTCO HOLDINGS INC
$11M16.4M11.0%
03
184492106
CLEANCORE SOLUTIONS INC
$10M12.0M9.5%
04
EBAY
EBAY INC.
$7M59K6.3%
05
G1828W100
CANTOR EQUITY PARTNERS VII I
$6M580K5.6%
06
MU
MICRON TECHNOLOGY INC
$5M5K5.1%
07
G9640P120
WILCO 63 CORP
$5M500K4.8%
08
AMD
ADVANCED MICRO DEVICES INC
$3M5K2.7%
09
G39387108
GLOBALFOUNDRIES INC
$3M31K2.5%
10
DELL
DELL TECHNOLOGIES INC
$2M6K2.3%

Filing history

2026Q2Jun 30
$104M 5.4%
19 positionsView →
2026Q1Mar 31
$99M 22.6%
16 positionsView →
2025Q4Dec 31
$127M
11 positionsView →