Mozayyx Management LLC Top Holdings and 13F Report (2026) About Mozayyx Management LLCInvestment ActivityMozayyx Management LLC has $103.92 million in total holdings as of June 30, 2026.Mozayyx Management LLC owns shares of 19 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 35.70% of the portfolio was purchased this quarter.About 11.57% of the portfolio was sold this quarter.This quarter, Mozayyx Management LLC has purchased 16 new stocks and bought additional shares in 0 stocks.Mozayyx Management LLC sold shares of 2 stocks and completely divested from 10 stocks this quarter.Largest Holdings BITMINE IMMERSION TECHS INC $44,366,662EIGHTCO HOLDINGS INC $11,432,877CLEANCORE SOLUTIONS INC $9,840,000eBay $6,573,694CANTOR EQUITY PARTNERS VII I $5,852,200 Largest New Holdings this Quarter 278642103 - eBay $6,573,694 HoldingG1828W100 - CANTOR EQUITY PARTNERS VII I $5,852,200 Holding595112103 - Micron Technology $5,344,363 HoldingG9640P120 - WILCO 63 CORP $4,975,000 Holding007903107 - Advanced Micro Devices $2,773,845 Holding Largest Purchases this Quarter eBay 58,825 shares (about $6.57M)CANTOR EQUITY PARTNERS VII I 580,000 shares (about $5.85M)Micron Technology 4,630 shares (about $5.34M)WILCO 63 CORP 500,000 shares (about $4.98M)Advanced Micro Devices 4,775 shares (about $2.77M) Largest Sales this Quarter HCM IV ACQUISITION CORP 298,800 shares (about $3.02M)CANTOR EQUITY PARTNERS VI IN 261,686 shares (about $2.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMozayyx Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBITMINE IMMERSION TECHS INC$44,366,6620.0%3,333,33342.7%COM NEWEIGHTCO HOLDINGS INC$11,432,8770.0%16,438,35611.0%COMCLEANCORE SOLUTIONS INC$9,840,0000.0%12,000,0009.5%CLASS B COM SHSEBAYeBay$6,573,694$6,573,694 â–²New Holding58,8256.3%Consumer DiscretionaryCANTOR EQUITY PARTNERS VII I$5,852,200$5,852,200 â–²New Holding580,0005.6%CL A ORD SHSMUMicron Technology$5,344,363$5,344,363 â–²New Holding4,6305.1%TechnologyWILCO 63 CORP$4,975,000$4,975,000 â–²New Holding500,0004.8%UNIT 05/29/2031AMDAdvanced Micro Devices$2,773,845$2,773,845 â–²New Holding4,7752.7%TechnologyGFSGlobalFoundries$2,595,503$2,595,503 â–²New Holding31,4952.5%TechnologyDELLDell Technologies$2,433,434$2,433,434 â–²New Holding5,6402.3%TechnologyWBDWarner Bros. Discovery$2,132,800$2,132,800 â–²New Holding80,0002.1%Communication ServicesWHITEFIBER INC$1,584,963$1,584,963 â–²New Holding40,7971.5%SHSKLACKLA$769,361$769,361 â–²New Holding2,5500.7%TechnologyRXTRackspace Technology$760,745$760,745 â–²New Holding116,5000.7%TechnologyCRDOCredo Technology Group$756,021$756,021 â–²New Holding2,7800.7%TechnologyFUELCELL ENERGY INC$549,153$549,153 â–²New Holding15,2500.5%COM NEWFUTURECREST ACQUISITION CORP$452,5000.0%225,0000.4%*W EXP 09/30/203CANTOR EQUITY PARTNERS VI IN$405,508$2,713,681 â–¼-87.0%39,1040.4%CL A ORD SHSHCM IV ACQUISITION CORP$319,792$3,023,856 â–¼-90.4%31,6000.3%UNIT 01/20/2031SLBSLB$0$1,875,889 â–¼-100.0%00.0%EnergyFUTURECREST ACQUISITION CORP$0$1,729,063 â–¼-100.0%00.0%UNIT 99/99/9999CMICummins$0$735,473 â–¼-100.0%00.0%IndustrialsCATCaterpillar$0$695,708 â–¼-100.0%00.0%IndustrialsOIIOceaneering International$0$290,145 â–¼-100.0%00.0%EnergyNTRANatera$0$269,987 â–¼-100.0%00.0%HealthcareECHOSTAR CORP$0$267,739 â–¼-100.0%00.0%CL ACANTOR EQUITY PARTNERS V CL A ORD$0$248,763 â–¼-100.0%00.0%COMTMCTMC the metals$0$116,750 â–¼-100.0%00.0%MaterialsSMRTSmartRent$0$60,000 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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