Galaxy Digital Capital Management GP LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 24, 2026), Galaxy Digital Capital Management GP LLC reported 27 stock positions worth $136.9 million. Its top holding was Riot Platforms (RIOT) at 14.0% of the portfolio, followed by Cipher Digital (CIFR, 12.7%) and Strategy (MSTR, 9.6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002118292
- Portfolio Value
- $136.9M (Q4 2024)
- SEC Filing
- 0001628280-26-020669 ↗ filed Mar 24, 2026
Holdings Value
Holdings 27 stocks · $136.9M
| RIOT Riot Platforms Inc. | 14.01% | 1,877,927 | $19.2M | — |
| CIFR Cipher Digital Inc. | 12.68% | 3,740,285 | $17.4M | — |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 9.62% | 45,434 | $13.2M | — |
| WULF Terawulf Inc. | 5.81% | 1,404,015 | $7.9M | — |
| TSM Taiwan Semiconductor-SP ADR | 4.75% | 32,932 | $6.5M | — |
| CLSK Cleanspark Inc. | 4.32% | 642,298 | $5.9M | — |
| MU Micron Technology Inc. | 3.82% | 62,138 | $5.2M | — |
| COIN Coinbase Global Inc. Class A | 3.60% | 19,858 | $4.9M | — |
| HOOD Robinhood Markets Inc. Class A | 3.53% | 129,485 | $4.8M | — |
| VRT Vertiv Holdings Co. Class A | 3.29% | 39,604 | $4.5M | — |
| XYZ Block Inc. | 3.19% | 51,436 | $4.4M | — |
| COHR Coherent Corp. | 3.08% | 44,448 | $4.2M | — |
| NVDA Nvidia Corp. | 2.96% | 30,148 | $4.0M | — |
| V Visa Inc. Class A | 2.78% | 12,048 | $3.8M | — |
| JPM JPMorgan Chase & Co. | 2.78% | 15,865 | $3.8M | — |
| ETHA iShares Ethereum Trust ETF | 2.72% | 146,959 | $3.7M | — |
| MS Morgan Stanley | 2.45% | 26,677 | $3.4M | — |
| WDC Western Digital Corp. | 2.40% | 55,031 | $3.3M | — |
| MA Mastercard Inc. Class A | 2.34% | 6,072 | $3.2M | — |
| AMD Advanced Micro Devices | 2.02% | 22,942 | $2.8M | — |
| ONTO Onto Innovation Inc. | 1.79% | 14,681 | $2.4M | — |
| INTC Intel Corp. | 1.70% | 115,858 | $2.3M | — |
| BLK BlackRock Inc. | 1.24% | 1,652 | $1.7M | — |
| META Meta Platforms Inc. Class A | 1.10% | 2,581 | $1.5M | — |
| CME Cme Group Inc. | 1.03% | 6,099 | $1.4M | — |
| GOOGL Alphabet Inc. Class A | 0.84% | 6,097 | $1.2M | — |
| NRG NRG Energy Inc. | 0.15% | 2,312 | $209K | — |
Options reported separately and not counted above: TSM puts ($6.0M), NVDA puts ($3.8M), JPM puts ($3.6M), V puts ($3.6M), MS puts ($3.1M), WDC puts ($3.0M), MA puts ($2.9M), AMD puts ($2.5M), BTDR puts ($2.3M), META puts ($2.2M), BLK puts ($1.5M), CME puts ($1.3M), and 1 more.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 51 | $166.8M | V, RIOT, HOOD, CIFR, KEEL |
| Q1 2026 | 39 | $77.7M | RIOT, CIFR, BITF, CLSK, DDOG |
| Q4 2025 | 30 | $79.5M | CORZ, RIOT, CLSK, MU, BITF |
| Q3 2025 | 27 | $102.4M | CORZ, IBIT, RIOT, CLSK, BITF |
| Q2 2025 | 24 | $80.0M | CORZ, IBIT, IREN, RIOT, HOOD |
| Q1 2025 | 28 | $65.4M | CORZ, MU, CIFR, RIOT, COIN |
| Q4 2024 | 27 | $136.9M | RIOT, CIFR, MSTR, WULF, TSM |