Institutions / Galaxy Digital Capital Management GP LLC

Galaxy Digital Capital Management GP LLC

CIK 2118292 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$79.45M
Positions
30
As of
Dec 31, 2025

Portfolio trend

Portfolio value

$79.45M-22.4%
$136.85M$101.14M$65.42MQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Positions

30+11.1%
302724Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Top holdings

CompanyClassValueShares% of portfolio
Core Scientific, Inc./txโ€”$11.42M784,54014.4%
Riot Platforms, Inc.โ€”$7.85M619,4389.9%
Cleanspark, Inc.โ€”$5.13M506,7466.5%
Micron Technology Incโ€”$4.82M16,8716.1%
Bitfarms Ltdโ€”$4.43M1,885,7285.6%
Cipher Digital Inc.โ€”$4.39M297,7515.5%
Alphabet Inc.โ€”$4.28M13,6745.4%
Vertiv Holdings Coโ€”$3.37M20,8034.2%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$2.59M8,5313.3%
Applied Materials Inc /Deโ€”$2.18M8,5002.7%
JPMorgan Chase & Coโ€”$2.16M6,6932.7%
BlackRock, Inc.โ€”$1.95M1,8182.4%
Visa Incโ€”$1.77M5,0472.2%
Mastercard Incโ€”$1.76M3,0852.2%
Morgan Stanleyโ€”$1.74M9,7782.2%
Sandisk Corpโ€”$1.69M7,1122.1%
Robinhood Markets, Inc.โ€”$1.65M14,6302.1%
MercadoLibre, Inc.โ€”$1.57M7802.0%
Powell Industries Incโ€”$1.53M4,8071.9%
eToro Group Ltd.โ€”$1.41M40,1031.8%
Lam Research Corpโ€”$1.40M8,1841.8%
Terawulf Inc.โ€”$1.34M116,3731.7%
Willow Lane Acquisition Corp.โ€”$1.33M105,2961.7%
Adobe Inc.โ€”$1.32M3,7681.7%
Hut 8 Corp.โ€”$1.30M28,1931.6%

Activity

InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2025
as of
ExitStrategy Inc
Common stock
$-13.16M-45K
-100.00%
0
medium
Q2 2025
as of
New46438F101
Common stock
$10.29M+168K
168,152
12.95% of portfolio
medium
Q2 2025
as of
TrimCipher Digital Inc.
Common stock
$-8.99M-1.9M
-73.21%
688,076
4.14% of portfolio
medium
Q1 2025
as of
NewCore Scientific, Inc./tx
Common stock
$8.26M+1.1M
1,140,915
10.40% of portfolio
medium
Q1 2025
as of
ExitTerawulf Inc.
Common stock
$-7.95M-1.4M
-100.00%
0
medium
Q1 2025
as of
TrimRiot Platforms, Inc.
Common stock
$-7.85M-1.1M
-58.74%
774,806
6.94% of portfolio
medium
Q4 2025
as of
Trim46438F101
Common stock
$-7.28M-147K
-86.11%
23,650
1.48% of portfolio
medium
Q2 2025
as of
TrimCoinbase Global, Inc.
Common stock
$-6.76M-19K
-80.58%
4,649
2.05% of portfolio
medium
Q2 2025
as of
ExitMicron Technology Inc
Common stock
$-6.13M-71K
-100.00%
0
medium
Q3 2025
as of
ExitQ4982L109
Common stock
$-5.92M-406K
-100.00%
0
medium