Mozayyx Management LLC 13F 持仓 · 2026年Q2
Mozayyx Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 1.04 亿美元。前几大持仓：BMNR（42.69%）、ORBS（11.00%）、ZONE（9.47%）。本季前 25 大持仓中：新建仓 13 只、减持 2 只、清仓 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BMNR | BITMINE IMMERSION TECHS INC | $44.4M | 42.69% | 3.3M | 持平 |
| 2 | ORBS | EIGHTCO HOLDINGS INC | $11.4M | 11.00% | 16.4M | 持平 |
| 3 | ZONE | CLEANCORE SOLUTIONS INC | $9.8M | 9.47% | 12.0M | 持平 |
| 4 | EBAY | EBAY INC. | $6.6M | 6.33% | 58,825 | 新建仓 |
| 5 | CAES | CANTOR EQUITY PARTNERS VII I | $5.9M | 5.63% | 580,000 | 新建仓 |
| 6 | MU | MICRON TECHNOLOGY INC | $5.3M | 5.14% | 4,630 | 新建仓 |
| 7 | WLCOU | WILCO 63 CORP | $5.0M | 4.79% | 500,000 | 新建仓 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $2.8M | 2.67% | 4,775 | 新建仓 |
| 9 | GFS | GLOBALFOUNDRIES INC | $2.6M | 2.50% | 31,495 | 新建仓 |
| 10 | DELL | DELL TECHNOLOGIES INC | $2.4M | 2.34% | 5,640 | 新建仓 |
| 11 | WBD | WARNER BROS DISCOVERY INC | $2.1M | 2.05% | 80,000 | 新建仓 |
| 12 | WYFI | WHITEFIBER INC | $1.6M | 1.53% | 40,797 | 新建仓 |
| 13 | KLAC | KLA CORP | $769,361 | 0.74% | 2,550 | 新建仓 |
| 14 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $756,021 | 0.73% | 2,780 | 新建仓 |
| 15 | RXT | RACKSPACE TECHNOLOGY INC | $760,745 | 0.73% | 116,500 | 新建仓 |
| 16 | FCEL | FUELCELL ENERGY INC | $549,153 | 0.53% | 15,250 | 新建仓 |
| 17 | FCRSWS | FUTURECREST ACQUISITION CORP | $452,500 | 0.44% | 225,000 | 持平 |
| 18 | CEPS | CANTOR EQUITY PARTNERS VI IN | $405,508 | 0.39% | 39,104 | 减持 |
| 19 | HACQU | HCM IV ACQUISITION CORP | $319,792 | 0.31% | 31,600 | 减持 |
| 20 | CAT | CATERPILLAR INC | $0 | 0.00% | 0 | 清仓 |
| 21 | CEPV | CANTOR EQUITY PARTNERS V CL A ORD | $0 | 0.00% | 0 | 清仓 |
| 22 | CMI | CUMMINS INC | $0 | 0.00% | 0 | 清仓 |
| 23 | ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | 清仓 |
| 24 | FCRSU | FUTURECREST ACQUISITION CORP | $0 | 0.00% | 0 | 清仓 |
| 25 | NTRA | NATERA INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR