Mozayyx Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Mozayyx Management Llc disclosed 11 stock positions valued at approximately $103.92M as of quarter-end June 30, 2026. The largest holdings include EBAY INC., MICRON TECHNOLOGY INC, and ADVANCED MICRO DEVICES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $103.92M
Holdings by Sector
Mozayyx Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| EBAY INC. | EBAY | Consumer Cyclical | 6.33% | 58,825 | +58,825 | +100.00% | $6,573,694 |
| MICRON TECHNOLOGY INC | MU | Technology | 5.14% | 4,630 | +4,630 | +100.00% | $5,344,363 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.67% | 4,775 | +4,775 | +100.00% | $2,773,845 |
| GLOBALFOUNDRIES INC | GFS | Other | 2.50% | 31,495 | +31,495 | +100.00% | $2,595,503 |
| DELL TECHNOLOGIES INC | DELL | Technology | 2.34% | 5,640 | +5,640 | +100.00% | $2,433,434 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 2.05% | 80,000 | +80,000 | +100.00% | $2,132,800 |
| WHITEFIBER INC | WYFI | Other | 1.53% | 40,797 | +40,797 | +100.00% | $1,584,963 |
| KLA CORP | KLAC | Technology | 0.74% | 2,550 | +2,550 | +100.00% | $769,361 |
| RACKSPACE TECHNOLOGY INC | RXT | Technology | 0.73% | 116,500 | +116,500 | +100.00% | $760,745 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 0.73% | 2,780 | +2,780 | +100.00% | $756,021 |
| FUELCELL ENERGY INC | FCELB | Other | 0.53% | 15,250 | +15,250 | +100.00% | $549,153 |
Showing 11 of 11 holdings in the latest reporting period.