Pantera Capital Partners LP In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Pantera Capital Partners LP reported 13 stock positions worth $157.7 million . Its top holding was Figure Technology Solut Class A (FIGR) at 33.2% of the portfolio, followed by Bitgo Class A (BTGO, 17.3% ) and Bitmine Immersion Technologi (BMNR, 14.4% ). Compared with Q4 2025, it opened 3 new positions, sold out of 4 and reduced 4. The biggest buy was a new position in Bitgo Class A (BTGO) and the biggest sale Bitmine Immersion Technologi (BMNR, shares −20% ).
Location SAN FRANCISCO, CA
CIK 0002067181
Portfolio Value $157.7M (Q1 2026) Holdings 13 stocks · $157.7M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 FIGR Figure Technology Solut Class A 1,542,871 $52.4M No change BTGO Bitgo Holdings Inc. Class A 3,315,241 $27.3M New BMNR Bitmine Immersion Technologi 1,147,470 $22.7M Reduce -19.6% DYNC Dynamix Corp. 1,600,000 $16.8M New PURR Hyperliquid Strategies 2,712,928 $13.8M Reduce -33.6% ORBS Eightco Holdings Inc. 11,178,083 $10.4M Reduce -4.0% HSDT Solana Co. 3,887,319 $6.7M No change XXI Twenty One Capital Inc. Class A 337,500 $2.2M No change SKYA Skyai Inc. filed as SHARPS TECHNOLOGY INC 1,150,000 $1.9M No change ZZPWF Zooz Power Ltd. filed as ZOOZ STRATEGY LTD 4,250,000 $1.3M Reduce -0.3% SBET Sharplink Inc. 182,000 $1.2M New FWDI Forward Industries Inc. 204,093 $904K No change AMBR Amber International Holding 95,694 $226K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $116K (not counted above) Security Class Shares / Principal Value Change DFDVW Defi Development Corp. *W EXP 01/21/202 210,247 $116K Reduce -14.0%
Total filed on the 13F, all lines: $157.9M.
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ BMNR Bitmine Immersion Technologi Reduce -19.6% 14.39% −9.25 ORBS Eightco Holdings Inc. Reduce -4.0% 6.60% −5.69 EMPD Empery Digital Inc. Sold out 0.00% −2.79 ZONE Zone Frontier Inc. Sold out 0.00% −1.19 GEMI Gemini Space Station Inc. Class A Sold out 0.00% −0.56 ZZPWF Zooz Power Ltd. Reduce -0.3% 0.81% −0.33 PURR Hyperliquid Strategies Reduce -33.6% 8.75% −0.12 TONX Ton Strategy Co. Sold out 0.00% −0.03
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ BTGO Bitgo Holdings Inc. Class A New 17.30% +17.30 DYNC Dynamix Corp. New 10.62% +10.62 SBET Sharplink Inc. New 0.74% +0.74
Notes & Other Activity Q4 2025 → Q1 2026 Security Class Change vs Q4 2025 Shares / Principal Value ▼ DFDVW Defi Development Corp. *W EXP 01/21/202 Reduce -14.0% 210,247 $116K
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 2025 Amended 14 $163.8M FIGR, BMNR, ORBS, PURR, HSDT Q3 2025 Amended 16 $497.7M BMNR, ORBS, HSDT, FIGR, CRCL Q2 2025 Amended 4 $175.4M CRCL, BITB, DFDV, UPXI Q1 2025 2 $148.4M BITB, ETHW Q4 2024 2 $325.2M BITB, ETHW