StockDriftsStockDriftsTop 17 Mozayyx Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BMNR | BITMINE IMMERSION TECHS INC | 42.69% | 3.33M | $44.4M | +0.00%(+0) | $39.54(-54.77%) | 2026-06-30 | |
| ORBS | EIGHTCO HOLDINGS INC | 11% | 16.44M | $11.4M | +0.00%(+0) | $5.44(-86.14%) | 2026-06-30 | |
| ZONE | CLEANCORE SOLUTIONS INC | 9.47% | 12.00M | $9.8M | +0.00%(+0) | $1.14(-85.96%) | 2026-06-30 | |
| EBAY | EBAY INC. | 6.33% | 58.8K | $6.6M | new | $99.88(+4.71%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 5.14% | 4.6K | $5.3M | new | $738.05(+28.70%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.67% | 4.8K | $2.8M | new | $388.47(+24.33%) | 2026-06-30 | |
| GFS | GLOBALFOUNDRIES INC | 2.5% | 31.5K | $2.6M | new | $61.90(-14.10%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 2.34% | 5.6K | $2.4M | new | $298.06(+65.91%) | 2026-06-30 | |
| WBD | WARNER BROS DISCOVERY INC | 2.05% | 80.0K | $2.1M | new | $26.88(+3.26%) | 2026-06-30 | |
| WYFI | WHITEFIBER INC | 1.53% | 40.8K | $1.6M | new | $25.02(+16.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -43.51% |
| Top 20 Holdings Unweighted | — | — | — | — | -0.65% |
Mozayyx Management LLC reports $103.92M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are BMNR (42.7%), ORBS (11.0%) and ZONE (9.5%). The top 20 holdings account for 89.59% of reported assets. Its disclosed equity book has returned -43.51% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Mozayyx Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mozayyx Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2116489). View Mozayyx Management LLC’s 13F filings on SEC