Galaxy Digital Capital Management GP LLC

Galaxy Digital Capital Management GP LLC reported 67 holdings worth US$206M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Galaxy Digital Capital Management GP LLC reported 67 holdings worth US$206M as of Jun 30, 2026. Largest: Visa Inc., Riot Platforms, Inc. and Robinhood Markets, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
67
Value as reported
US$206M

The filing in full

CompanySharesValue as reported% of portfolio
Visa Inc.33,912US$11.6M5.6%
Riot Platforms, Inc.391KUS$10.7M5.2%
Robinhood Markets, Inc.88,494US$8.87M4.3%
Cipher Digital Inc.355KUS$8.69M4.2%
Keel Infrastructure Corp.1.35MUS$7.75M3.8%
Nvidia Corporation27,341US$5.47M2.7%
Palo Alto Networks, Inc.15,739US$5.37M2.6%
Cleanspark, Inc.361KUS$5.25M2.5%
Microsoft Corp.13,741US$5.13M2.5%
Capital One Financial Corporation24,400US$4.9M2.4%
Jp Morgan Chase & Co.14,891US$4.87M2.4%
Crowdstrike Holdings, Inc.6,210US$4.74M2.3%
Mastercard Incorporated9,108US$4.68M2.3%
Block, Inc.61,200US$4.65M2.3%
Citigroup, Inc.32,739US$4.58M2.2%
Moody's Corporation9,200US$4.17M2.0%
Virtu Financial, Inc.64,300US$3.83M1.9%
Cme Group Inc.16,471US$3.64M1.8%
Datadog, Inc.13,706US$3.57M1.7%
Affirm Holdings, Inc.43,000US$3.51M1.7%
Micron Technology, Inc.2,972US$3.43M1.7%
The Bank Of New York Mellon Corporation22,987US$3.32M1.6%
Blackrock, Inc.3,131US$3.01M1.5%
Digital Realty Trust, Inc.15,800US$2.84M1.4%
Msci Inc.5,000US$2.8M1.4%
Taiwan Semiconductor Manufacturing Co., Ltd.5,215US$2.49M1.2%
Terawulf Inc.94,618US$2.34M1.1%
Hyperliquid Strategies Inc292KUS$2.3M1.1%
Figure Technology Solutions, Inc.65,981US$2.03M0.98%
Rocket Companies, Inc.125KUS$1.97M0.96%
Amphenol Corporation11,117US$1.96M0.95%
Morgan Stanley9,216US$1.93M0.93%
Lam Research Corporation4,192US$1.82M0.88%
Alkami Technology, Inc.96,600US$1.75M0.85%
Applied Materials, Inc.2,140US$1.55M0.75%
Forgent Power Solutions, Inc.24,130US$1.35M0.65%
Vertiv Holdings, Llc3,849US$1.29M0.63%
Boost Run Inc.28,209US$1.09M0.53%
Powell Industries, Inc.3,461US$991K0.48%
Hubbell Inc1,476US$772K0.37%
Freeport-mcmoran, Inc.11,372US$715K0.35%
Alliant Energy Corporation8,391US$640K0.31%
Entergy Corporation5,542US$637K0.31%
Nextera Energy, Inc.7,242US$636K0.31%
Flowserve Corporation4,691US$348K0.17%
Canton Strategic Holdings, Inc.116KUS$328K0.16%
Exxon Mobil Corporation2,022US$276K0.13%
Target Hospitality Corp.9,559US$195K0.09%
Coherent Corp.457US$180K0.09%
Adobe Inc.0US$00.00%
American Electric Power Company, Inc.0US$00.00%
Centrus Energy Corp.0US$00.00%
Coinbase Global, Inc.0US$00.00%
Hut 8 Corp.0US$00.00%
Salesforce, Inc.0US$00.00%
Tesla, Inc.0US$00.00%
Willow Lane Acquisition Corp.0US$00.00%

Source

View original at SEC

Related