Pantera Capital Partners LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed February 27, 2026), Pantera Capital Partners LP reported 16 stock positions worth $497.7 million. Its top holding was Bitmine Immersion Technologi (BMNR) at 24.5% of the portfolio, followed by Eightco (ORBS, 21.4%) and Solana (HSDT, 11.6%). Compared with Q2 2025, it opened 13 new positions, sold out of 1 and reduced 2. The biggest buy was a new position in Bitmine Immersion Technologi (BMNR) and the biggest sale Bitwise Bitcoin ETF (BITB, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0002067181
- Portfolio Value
- $497.7M (Q3 2025)
- SEC Filing
- 0000902664-26-001357 ↗ filed Feb 27, 2026
Holdings Value
Holdings 16 stocks · $497.7M
| BMNR Bitmine Immersion Technologi | 24.52% | 2,350,000 | $122.0M | New |
| ORBS Eightco Holdings Inc. | 21.41% | 11,643,837 | $106.5M | New |
| HSDT Solana Co. filed as HELIUS MED TECHNOLOGIES INC | 11.63% | 3,887,319 | $57.9M | New |
| FIGR Figure Technology Solut Class A | 11.28% | 1,542,871 | $56.1M | New |
| CRCL Circle Internet Group Inc. | 11.14% | 418,250 | $55.5M | Reduce -5.6% |
| BITB Bitwise Bitcoin ETF | 5.75% | 460,000 | $28.6M | Reduce -62.9% |
| ZONE Zone Frontier Inc. filed as CLEANCORE SOLUTIONS INC | 3.04% | 7,500,000 | $15.2M | New |
| DFDV Defi Development Corp. | 2.65% | 862,659 | $13.2M | No change |
| EMPD Empery Digital Inc. | 2.27% | 1,500,000 | $11.3M | New |
| FWDI Forward Industries Inc. | 1.81% | 351,351 | $9.0M | New |
| SKYA Skyai Inc. filed as SHARPS TECHNOLOGY INC | 1.51% | 1,150,000 | $7.5M | New |
| TONX Ton Strategy Co. | 1.23% | 867,508 | $6.1M | New |
| BNC Cea Industries Inc. | 0.96% | 613,417 | $4.8M | New |
| GEMI Gemini Space Station Inc. Class A | 0.45% | 92,856 | $2.2M | New |
| SUIG Sui Group Holdings Ltd. | 0.30% | 383,303 | $1.5M | New |
| AMBR Amber International Holding | 0.06% | 95,694 | $321K | New |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| BMNR Bitmine Immersion Technologi | New | 24.52% | +24.52 |
| ORBS Eightco Holdings Inc. | New | 21.41% | +21.41 |
| HSDT Solana Co. | New | 11.63% | +11.63 |
| FIGR Figure Technology Solut Class A | New | 11.28% | +11.28 |
| ZONE Zone Frontier Inc. | New | 3.04% | +3.04 |
| EMPD Empery Digital Inc. | New | 2.27% | +2.27 |
| FWDI Forward Industries Inc. | New | 1.81% | +1.81 |
| SKYA Skyai Inc. | New | 1.51% | +1.51 |
| TONX Ton Strategy Co. | New | 1.23% | +1.23 |
| BNC Cea Industries Inc. | New | 0.96% | +0.96 |
| GEMI Gemini Space Station Inc. Class A | New | 0.45% | +0.45 |
| SUIG Sui Group Holdings Ltd. | New | 0.30% | +0.30 |
| AMBR Amber International Holding | New | 0.06% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $101.7M | FIGR, PURR, BMNR, HSDT, ORBS |
| Q1 2026 | 13 | $157.7M | FIGR, BTGO, BMNR, DYNC, PURR |
| Q4 2025Amended | 14 | $163.8M | FIGR, BMNR, ORBS, PURR, HSDT |
| Q3 2025Amended | 16 | $497.7M | BMNR, ORBS, HSDT, FIGR, CRCL |
| Q2 2025Amended | 4 | $175.4M | CRCL, BITB, DFDV, UPXI |
| Q1 2025 | 2 | $148.4M | BITB, ETHW |
| Q4 2024 | 2 | $325.2M | BITB, ETHW |