Pantera Capital Partners LP

SAN FRANCISCO, CA · CIK 2067181 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$101.8m reported value -35.5% vs Q1 2026

15positions

98.9%in top 10

5 new 2 added 5 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FIGURE TECHNOLOGY SOLUTIO COM CL A FIGR	FIGR	1,542,871	$47.4m46.54%	46.54%	Unchanged
2	HYPERLIQUID STRATEGIES INC COM PURR	PURR	2,415,118	$19.0m18.67%	18.67%	Reduced -297.8k	-297,810 -11.0%
3	BITMINE IMMERSION TECNOLOGIE COM NEW BMNR	BMNR	880,000	$11.7m11.50%	11.50%	Reduced -267.5k	-267,470 -23.3%
4	SOLANA CO COM CL A NEW HSDT	HSDT	4,987,319	$8.2m8.08%	8.08%	Added +1.1m	+1,100,000 28.3%
5	EIGHTCO HOLDINGS INC COM ORBS	ORBS	11,178,083	$7.8m7.64%	7.64%	Unchanged
6	MOZAYYX ACQUISITION CORP ORD CL A MZYX	MZYX	250,000	$2.5m2.45%	2.45%	New
7	SHARPS TECHNOLOGY INC COM SKYA	SKYA	1,150,000	$1.3m1.25%	1.25%	Unchanged
8	ZOOZ STRATEGY LTD ORD SHS ZOOZ	ZOOZ	212,500	$1.2m1.16%	1.16%	New
9	BITGO HOLDINGS INC COM SHS CL A BTGO	BTGO	181,064	$937.9k0.92%	0.92%	Reduced -3.1m	-3,134,177 -94.5%
10	FORWARD INDUSTRIES INC COM NEW FWDI	FWDI	153,070	$646.0k0.63%	0.63%	Reduced -51.0k	-51,023 -25.0%
11	STABLECOINX INC SHS CL A USDE	USDE	207,953	$571.9k0.56%	0.56%	New
12	TWENTY ONE CAP INC COM SHS CL A XXI	XXI	61,948	$306.6k0.30%	0.30%	Reduced -275.6k	-275,552 -81.7%
13	AVALANCHE TREAS CORP SHS CL A AVAT	AVAT	378,609	$189.3k0.19%	0.19%	New
14	DEFI DEVELOPMENT CORP *W EXP 01/21/202 DFDVW	DFDVW	210,248	$56.8k0.06%	0.06%	Added +1	+1 0.0%
15	MOZAYYX ACQUISITION CORP *W EXP 99/99/999 MZYX.WS	MZYX.WS	62,500	$43.8k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DYNAMIX CORP DYNC	DYNC	1,600,000	$16.8m1.6m shares
ZOOZ STRATEGY LTD ZOOZ	ZOOZ	4,250,000	$1.3m4.2m shares
SHARPLINK INC SBET	SBET	182,000	$1.2m182.0k shares
AMBER INTL HLDG LTD AMBR	AMBR	95,694	$225.8k95.7k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
EIGHTCO HOLDINGS INC ORBS · 13G · filed 2025-12-23	ORBS	6.2%≈ $8.1m	new	13G	2025-12-23