Mozayyx Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 5, 2026), Mozayyx Management LLC reported 10 stock positions worth $127.0 million. Its top holding was Bitmine Immersion Technologi (BMNR) at 71.3% of the portfolio, followed by Eightco (ORBS, 22.4%) and Zone Frontier (ZONE, 2.5%).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0002116489
Portfolio Value
$127.0M (Q4 2025)
SEC Filing
0001214659-26-002871 ↗ filed Mar 5, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $127.0M $127.0M Q4 2025 Q1 2026: $98.2M Q1 2026 Q2 2026: $103.5M Q2 2026

Holdings 10 stocks · $127.0M

BMNR Bitmine Immersion Technologi 71.26% 3,333,333 $90.5M —
ORBS Eightco Holdings Inc. 22.39% 16,438,356 $28.4M —
ZONE Zone Frontier Inc. filed as CLEANCORE SOLUTIONS INC 2.46% 12,000,000 $3.1M —
FCRS.U Futurecrest Acquisition Corp. 1.37% 169,849 $1.7M —
FCRS Futurecrest Acquisition Class A 1.09% 135,263 $1.4M —
LITS Lite Strategy Inc. 0.58% 559,795 $739K —
TMC TMC the Metals Co. Inc. 0.36% 75,000 $463K —
NTRA Natera Inc. 0.24% 1,350 $309K —
TSLA Tesla Inc. 0.18% 500 $225K —
SMRT Smartrent Inc. 0.06% 40,000 $81K —
Other holdings (1): bonds, preferreds, convertibles and warrants · $453K (not counted above)
SecurityClassShares / PrincipalValueChange
FCRS.WS Futurecrest Acquisition Corp. *W EXP 09/30/203 225,000$453K—

Total filed on the 13F, all lines: $127.5M.

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 18$103.5MBMNR, ORBS, ZONE, EBAY, CAES
Q1 2026 15$98.2MBMNR, ORBS, ZONE, HACQU, CEPS
Q4 2025 10$127.0MBMNR, ORBS, ZONE, FCRS.U, FCRS