Pantera Capital Partners LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Pantera Capital Partners LP reported 13 stock positions worth $101.7 million. Its top holding was Figure Technology Solut Class A (FIGR) at 46.6% of the portfolio, followed by Hyperliquid Strategies (PURR, 18.7%) and Bitmine Immersion Technologi (BMNR, 11.5%). Compared with Q1 2026, it opened 3 new positions, sold out of 3, added to 1 and reduced 5. The biggest buy was Solana (HSDT, shares +28%) and the biggest sale Bitgo Class A (BTGO, shares −95%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0002067181
Portfolio Value
$101.7M (Q2 2026)
SEC Filing
0001420506-26-001716 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2024: $325.2M Q4 2024 Q1 2025: $148.4M Q1 2025 Q2 2025: $175.4M Q2 2025 Q3 2025: $497.7M Q3 2025 Q4 2025: $163.8M Q4 2025 Q1 2026: $157.7M Q1 2026 Q2 2026: $101.7M $101.7M Q2 2026

Holdings 13 stocks · $101.7M
FIGR Figure Technology Solut Class A 46.59% 1,542,871 $47.4M No change
PURR Hyperliquid Strategies 18.69% 2,415,118 $19.0M Reduce -11.0%
BMNR Bitmine Immersion Technologi 11.52% 880,000 $11.7M Reduce -23.3%
HSDT Solana Co. 8.09% 4,987,319 $8.2M Add +28.3%
ORBS Eightco Holdings Inc. 7.65% 11,178,083 $7.8M No change
MZYX Mozayyx Acquisition Cor Class A 2.45% 250,000 $2.5M New
SKYA Skyai Inc. 1.26% 1,150,000 $1.3M No change
ZOOZ Zooz Strategy Ltd. 1.16% 212,500 $1.2M No change
BTGO Bitgo Holdings Inc. Class A 0.92% 181,064 $938K Reduce -94.5%
FWDI Forward Industries Inc. 0.64% 153,070 $646K Reduce -25.0%
USDE Stablecoinx Inc. 0.56% 207,953 $572K New
XXI Twenty One Capital Inc. Class A 0.30% 61,948 $307K Reduce -81.7%
AVAT Avalanche Treasury Corp. Class A 0.19% 378,609 $189K New
Other holdings (2): bonds, preferreds, convertibles and warrants · $101K (not counted above)
SecurityClassShares / PrincipalValueChange
DFDVW Defi Development Corp. *W EXP 01/21/202 210,248$57KAdd +0.0%
MZYX.WS Mozayyx Acquisition Corp. *W EXP 99/99/999 62,500$44KNew

Total filed on the 13F, all lines: $101.8M.

Portfolio Sells Q1 2026 → Q2 2026
BTGO Bitgo Holdings Inc. Class A Reduce -94.5% 0.92% −16.37
DYNC Dynamix Corp. Sold out 0.00% −10.62
BMNR Bitmine Immersion Technologi Reduce -23.3% 11.52% −2.87
XXI Twenty One Capital Inc. Class A Reduce -81.7% 0.30% −1.07
SBET Sharplink Inc. Sold out 0.00% −0.74
AMBR Amber International Holding Sold out 0.00% −0.14
FWDI Forward Industries Inc. Reduce -25.0% 0.64% +0.06
PURR Hyperliquid Strategies Reduce -11.0% 18.69% +9.93

Portfolio Buys Q1 2026 → Q2 2026
HSDT Solana Co. Add +28.3% 8.09% +3.83
MZYX Mozayyx Acquisition Cor Class A New 2.45% +2.45
USDE Stablecoinx Inc. New 0.56% +0.56
AVAT Avalanche Treasury Corp. Class A New 0.19% +0.19

Notes & Other Activity Q1 2026 → Q2 2026
DFDVW Defi Development Corp. *W EXP 01/21/202 Add +0.0% 210,248 $57K
MZYX.WS Mozayyx Acquisition Corp. *W EXP 99/99/999 New 62,500 $44K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$101.7MFIGR, PURR, BMNR, HSDT, ORBS
Q1 2026 13$157.7MFIGR, BTGO, BMNR, DYNC, PURR
Q4 2025Amended 14$163.8MFIGR, BMNR, ORBS, PURR, HSDT
Q3 2025Amended 16$497.7MBMNR, ORBS, HSDT, FIGR, CRCL
Q2 2025Amended 4$175.4MCRCL, BITB, DFDV, UPXI
Q1 2025 2$148.4MBITB, ETHW
Q4 2024 2$325.2MBITB, ETHW