Funds › Mozayyx Management LLC
Mozayyx Management LLC
13F for Q3 2026, filed Nov 13, 2026. 23 positions worth $90.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ORBS Eightco Holdings Inc. | 16.44M | $19.2M | 21.4% | Unchanged | 13F ↗ |
| 2 | BMNR BitMine Immersion Technologies, Inc. | 584,446 | $15.4M | 17.2% | -82.5% | 13F ↗ |
| 3 | META Meta Platforms, Inc. | 12,895 | $9.4M | 10.4% | New | 13F ↗ |
| 4 | PLTR Palantir Technologies Inc. | 46,375 | $8.7M | 9.6% | New | 13F ↗ |
| 5 | WLCOU Wilco 63 Corporation Units · Units | 500,000 | $5.0M | 5.5% | Unchanged | 13F ↗ |
| 6 | CAES Cantor Equity Partners VII, Inc. | 490,195 | $4.9M | 5.5% | -15.5% | 13F ↗ |
| 7 | SPCX Space Exploration Technologies Corp. | 32,255 | $4.9M | 5.4% | New | 13F ↗ |
| 8 | TBCVU Thunder Bridge Capital Partners V, Ltd. Units · Units | 400,000 | $4.0M | 4.4% | New | 13F ↗ |
| 9 | SNDK Sandisk Corporation | 2,100 | $3.7M | 4.1% | New | 13F ↗ |
| 10 | GEN Gen Digital Inc. | 145,000 | $3.2M | 3.5% | New | 13F ↗ |
| 11 | BB BlackBerry Limited | 320,000 | $2.9M | 3.2% | New | 13F ↗ |
| 12 | IONQ IonQ, Inc. | 43,000 | $1.9M | 2.1% | New | 13F ↗ |
| 13 | OSPRU Osprey Acquisition Corp. III Units · Units | 124,000 | $1.2M | 1.4% | New | 13F ↗ |
| 14 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 22,525 | $1.1M | 1.2% | New | 13F ↗ |
| 15 | MPC Marathon Petroleum Corporation | 2,680 | $1.1M | 1.2% | New | 13F ↗ |
| 16 | AMZN Amazon.com, Inc. | 3,130 | $779.8K | 0.9% | New | 13F ↗ |
| 17 | Invesco Qqq Tr | 705 | $521.5K | 0.6% | New | 13F ↗ |
| 18 | DUOL Duolingo, Inc. | 3,350 | $477.0K | 0.5% | New | 13F ↗ |
| 19 | Futurecrest Acquisition Corp *W Exp 09/30/203 | 225,000 | $452.5K | 0.5% | Unchanged | 13F ↗ |
| 20 | HPE Hewlett Packard Enterprise Company | 6,250 | $399.3K | 0.4% | New | 13F ↗ |
| 21 | SDGR Schrodinger, Inc. | 9,600 | $298.1K | 0.3% | New | 13F ↗ |
| 22 | LSCC Lattice Semiconductor Corporation | 2,350 | $295.2K | 0.3% | New | 13F ↗ |
| 23 | NBIS Nebius Group N.V. | 1,220 | $287.8K | 0.3% | New | 13F ↗ |
Changes since Q2 2026
18 new, 0 added to, 2 trimmed, 14 exited, 3 unchanged. By estimated dollars.
New positions (18)
| META Meta Platforms, Inc. | 12,895 | New | $9.4M |
| PLTR Palantir Technologies Inc. | 46,375 | New | $8.7M |
| SPCX Space Exploration Technologies Corp. | 32,255 | New | $4.9M |
| TBCVU Thunder Bridge Capital Partners V, Ltd. Units · Units | 400,000 | New | $4.0M |
| SNDK Sandisk Corporation | 2,100 | New | $3.7M |
| GEN Gen Digital Inc. | 145,000 | New | $3.2M |
| BB BlackBerry Limited | 320,000 | New | $2.9M |
| IONQ IonQ, Inc. | 43,000 | New | $1.9M |
| OSPRU Osprey Acquisition Corp. III Units · Units | 124,000 | New | $1.2M |
| IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 22,525 | New | $1.1M |
Added to (0)
None this quarter.
Trimmed (2)
Exited (14)
| ZONE Zone Frontier Inc. | 12.00M | Exited | -$9.8M |
| EBAY eBay Inc. | 58,825 | Exited | -$6.6M |
| MU Micron Technology, Inc. | 4,630 | Exited | -$5.3M |
| AMD Advanced Micro Devices, Inc. | 4,775 | Exited | -$2.8M |
| GFS GlobalFoundries Inc. | 31,495 | Exited | -$2.6M |
| DELL Dell Technologies Inc. | 5,640 | Exited | -$2.4M |
| Warner Bros Discovery Inc | 80,000 | Exited | -$2.1M |
| WYFI WhiteFiber, Inc. | 40,797 | Exited | -$1.6M |
| KLAC KLA Corporation | 2,550 | Exited | -$769.4K |
| RXT Rackspace Technology, Inc. | 116,500 | Exited | -$760.7K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer