MOZAYYX MANAGEMENT LLC
AUSTIN TX · SEC CIK 0002116489
$1.04亿2026Q2 申报市值
19持仓数
92.6%前十大占比 · 第一大 42.7%
13 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EBAY 新建仓+$657.37万
CAES 新建仓+$585.22万
MU 新建仓+$534.44万
WLCOU 新建仓+$497.50万
AMD 新建仓+$277.38万
2026Q2 卖出最多 按季末市值估算
HCM IV ACQUISITI 减仓-$302.39万
CANTOR EQUITY PA 减仓-$271.37万
SLB 清仓-$187.59万
FUTURECREST ACQU 清仓-$172.91万
CMI 清仓-$73.55万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -36,503 | -100.0% | -$187.59万 | 清仓 |
| — | FUTURECREST ACQUISITION CORP | $0 | 0.00% | 0 | -169,849 | -100.0% | -$172.91万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -1,367 | -100.0% | -$73.55万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -982 | -100.0% | -$69.57万 | 清仓 |
| OII | OCEANEERING INTL INC | $0 | 0.00% | 0 | -8,180 | -100.0% | -$29.01万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -1,350 | -100.0% | -$27.00万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -2,287 | -100.0% | -$26.77万 | 清仓 |
| CEPV | CANTOR EQUITY PARTNERS V CL A ORD | $0 | 0.00% | 0 | -24,630 | -100.0% | -$24.88万 | 清仓 |
| TMC | TMC THE METALS COMPANY INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$11.68万 | 清仓 |
| SMRT | SMARTRENT INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$6.00万 | 清仓 |
| — | HCM IV ACQUISITION CORP | $31.98万 | 0.31% | 31,600 | -298,800 | -90.4% | -$302.39万 | 减仓 |
| — | CANTOR EQUITY PARTNERS VI IN | $40.55万 | 0.39% | 39,104 | -261,686 | -87.0% | -$271.37万 | 减仓 |
| — | FUTURECREST ACQUISITION CORP | $45.25万 | 0.44% | 225,000 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $54.92万 | 0.53% | 15,250 | 15,250 | — | $54.92万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $75.60万 | 0.73% | 2,780 | 2,780 | — | $75.60万 | 新建仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $76.07万 | 0.73% | 116,500 | 116,500 | — | $76.07万 | 新建仓 |
| KLAC | KLA CORP | $76.94万 | 0.74% | 2,550 | 2,550 | — | $76.94万 | 新建仓 |
| WYFI | WHITEFIBER INC | $158.50万 | 1.53% | 40,797 | 40,797 | — | $158.50万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $213.28万 | 2.05% | 80,000 | 80,000 | — | $213.28万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $243.34万 | 2.34% | 5,640 | 5,640 | — | $243.34万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $259.55万 | 2.50% | 31,495 | 31,495 | — | $259.55万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $277.38万 | 2.67% | 4,775 | 4,775 | — | $277.38万 | 新建仓 |
| WLCOU | WILCO 63 CORP | $497.50万 | 4.79% | 500,000 | 500,000 | — | $497.50万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $534.44万 | 5.14% | 4,630 | 4,630 | — | $534.44万 | 新建仓 |
| CAES | CANTOR EQUITY PARTNERS VII I | $585.22万 | 5.63% | 580,000 | 580,000 | — | $585.22万 | 新建仓 |
| EBAY | EBAY INC. | $657.37万 | 6.33% | 58,825 | 58,825 | — | $657.37万 | 新建仓 |
| — | CLEANCORE SOLUTIONS INC | $984.00万 | 9.47% | 12,000,000 | 0 | 0.0% | — | 不变 |
| — | EIGHTCO HOLDINGS INC | $1,143.29万 | 11.00% | 16,438,356 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $4,436.67万 | 42.69% | 3,333,333 | 0 | 0.0% | — | 不变 |