Pantera Capital Partners LP 13F holdings
Pantera Capital Partners LP reported 14 positions with a total reported value of $101.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: FIGR FIGURE TECHNOLOGY SOLUTIO (46.5%), PURR HYPERLIQUID STRATEGIES INC (18.7%), BMNR BITMINE IMMERSION TECHS INC (11.5%), HSDT SOLANA CO (8.1%), ORBS EIGHTCO HOLDINGS INC (7.6%). Against 2026-03-31 it opened 4 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
14 largest of 14 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| FIGR FIGURE TECHNOLOGY SOLUTIO | 1,542,871 | $47.4M | 46.5% |
| PURR HYPERLIQUID STRATEGIES INC | 2,415,118 | $19.0M | 18.7% |
| BMNR BITMINE IMMERSION TECHS INC | 880,000 | $11.7M | 11.5% |
| HSDT SOLANA CO | 4,987,319 | $8.2M | 8.1% |
| ORBS EIGHTCO HOLDINGS INC | 11,178,083 | $7.8M | 7.6% |
| MZYX MOZAYYX ACQUISITION CORP | 312,500 | $2.5M | 2.5% |
| SKYAI INC | 1,150,000 | $1.3M | 1.3% |
| ZOOZ ZOOZ STRATEGY LTD | 212,500 | $1.2M | 1.2% |
| BTGO BITGO HOLDINGS INC | 181,064 | $937.9K | 0.9% |
| FWDI FORWARD INDUSTRIES INC | 153,070 | $646.0K | 0.6% |
| USDE STABLECOINX INC | 207,953 | $571.9K | 0.6% |
| XXI TWENTY ONE CAP INC | 61,948 | $306.6K | 0.3% |
| AVAT AVALANCHE TREAS CORP | 378,609 | $189.3K | 0.2% |
| DFDV DEFI DEVELOPMENT CORP | 210,248 | $56.8K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 4 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| HSDT SOLANA CO | 3,887,319 | 4,987,319 | +28.3% | $8.2M |
| DFDV DEFI DEVELOPMENT CORP | 210,247 | 210,248 | +0.0% | $56.8K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ZOOZ ZOOZ STRATEGY LTD | 4,250,000 | 212,500 | -95.0% | $1.2M |
| BTGO BITGO HOLDINGS INC | 3,315,241 | 181,064 | -94.5% | $937.9K |
| BMNR BITMINE IMMERSION TECHS INC | 1,147,470 | 880,000 | -23.3% | $11.7M |
| PURR HYPERLIQUID STRATEGIES INC | 2,712,928 | 2,415,118 | -11.0% | $19.0M |
| XXI TWENTY ONE CAP INC | 337,500 | 61,948 | -81.6% | $306.6K |
| FWDI FORWARD INDUSTRIES INC | 204,093 | 153,070 | -25.0% | $646.0K |
CIK 2067181 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
