13FBOX
MOZAYYX MANAGEMENT LLC · 13F Holdings
Options Calculator Rankings

MOZAYYX MANAGEMENT LLC

No.9086 Data as of 2026Q2
Latest AUM (Q2 2026)
$103.7M
QoQ Change Q1 2026
+$5.3M+5.4%
Holdings
19
New Buys
13
Adds
0
Reduces
2
Exits
10
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BBITMINE IMMERSION TECHS INCBMNR
42.79%67.01%$44.4M3.3M$65.9M3.3M00.00%Unchanged
EEIGHTCO HLDGS INC EQUITYORBS
11.03%15.57%$11.4M16.4M$15.3M16.4M00.00%Unchanged
CCLEANCORE SOLUTIONS INC CLASS B COM SHSZONE
9.49%4.35%$9.8M12.0M$4.3M12.0M00.00%Unchanged
EEBAY INC. COMEBAY
6.34%$6.6M58,825$00+58,825New Buy
CCANTOR EQUITY PARTNERS VII I
5.64%$5.9M580,000$00+580,000New Buy
MICRON TECHNOLOGY INCMU
5.15%$5.3M4,630$00+4,630New Buy
WWILCO 63 CORP
4.8%$5.0M500,000$00+500,000New Buy
ADVANCED MICRO DEVICES INCAMD
2.68%$2.8M4,775$00+4,775New Buy
GGLOBALFOUNDRIES INC ORDINARY SHARESGFS
2.5%$2.6M31,495$00+31,495New Buy
DDELL TECHNOLOGIES INC CLASS CDELL
2.35%$2.4M5,640$00+5,640New Buy
WARNER BROS DISCOVERY INCWBD
2.06%$2.1M80,000$00+80,000New Buy
WWHITEFIBER INCWYFI
1.53%$1.6M40,797$00+40,797New Buy
KLA CORPKLAC
0.74%$769,3612,550$00+2,550New Buy
RRACKSPACE TECHNOLOGY INCRXT
0.73%$760,745116,500$00+116,500New Buy
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
0.73%$756,0212,780$00+2,780New Buy
FFUELCELL ENERGY INC COM NEWFCEL
0.53%$549,15315,250$00+15,250New Buy
CCANTOR EQUITY PARTNERS VI CL A ORD
0.39%3.09%$405,50839,104$3.0M300,790-261,686-87.00%Reduce
HHCM IV ACQUISITION UNT
0.31%3.37%$319,79231,600$3.3M330,400-298,800-90.44%Reduce
FFUTURECREST ACQUISITION CORP
0.22%0.23%$225,000225,000$225,000225,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow