Filed: 5/14/2026ACC: 0002118292-26-000003
📋 What this filing means
GALAXY DIGITAL CAPITAL MANAGEMENT GP LLC filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $94.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$94.51M
Total AUM (reported)
6.21M
Total Shares
Allocation by class
COM$52.17M55.2%
COM NEW$11.06M11.7%
COM CL A$10.86M11.5%
CL A$8.85M9.4%
CL A COM$5.84M6.2%
SHS$1.90M2.0%
SPONSORED ADS$1.68M1.8%
Portfolio Concentration
Top 3$23.84M25.2%
4–10$34.24M36.2%
11–25$32.01M33.9%
Rest$4.43M4.7%
Top 3 weight
25.2%
Top 10 weight
61.4%
Voting Authority Distribution
Total shares with voting rights: 6.21M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
6.21M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other40
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings40
Rows:
RIOT PLATFORMS INC
OTRShares793.50K
TypeSH
Market value$9.81M
10.38%
Sole
0.00
Shared
793.50K
None
0.00
CLEANSPARK INC
OTRShares884.25K
TypeSH
Market value$7.52M
7.96%
Sole
0.00
Shared
884.25K
None
0.00
CIPHER DIGITAL INC
OTRShares505.47K
TypeSH
Market value$6.51M
6.88%
Sole
0.00
Shared
505.47K
None
0.00
BITFARMS LTD
OTRShares3.07M
TypeSH
Market value$5.99M
6.34%
Sole
0.00
Shared
3.07M
None
0.00
DATADOG INC
OTRShares49.48K
TypeSH
Market value$5.84M
6.18%
Sole
0.00
Shared
49.48K
None
0.00
ROBINHOOD MKTS INC
OTRShares71.90K
TypeSH
Market value$4.98M
5.27%
Sole
0.00
Shared
71.90K
None
0.00
MICRON TECHNOLOGY INC
OTRShares14.70K
TypeSH
Market value$4.97M
5.25%
Sole
0.00
Shared
14.70K
None
0.00
TERAWULF INC
OTRShares334.05K
TypeSH
Market value$4.82M
5.10%
Sole
0.00
Shared
334.05K
None
0.00
MICROSOFT CORP
OTRShares10.75K
TypeSH
Market value$3.98M
4.21%
Sole
0.00
Shared
10.75K
None
0.00
CROWDSTRIKE HLDGS INC
OTRShares9.36K
TypeSH
Market value$3.66M
3.87%
Sole
0.00
Shared
9.36K
None
0.00
HUT 8 CORP
OTRShares70.94K
TypeSH
Market value$3.33M
3.52%
Sole
0.00
Shared
70.94K
None
0.00
MASTERCARD INCORPORATED
OTRShares6.39K
TypeSH
Market value$3.19M
3.38%
Sole
0.00
Shared
6.39K
None
0.00
VERTIV HOLDINGS CO
OTRShares12.63K
TypeSH
Market value$3.16M
3.35%
Sole
0.00
Shared
12.63K
None
0.00
APPLIED MATLS INC
OTRShares8.48K
TypeSH
Market value$2.90M
3.07%
Sole
0.00
Shared
8.48K
None
0.00
JPMORGAN CHASE & CO
OTRShares8.75K
TypeSH
Market value$2.57M
2.72%
Sole
0.00
Shared
8.75K
None
0.00
VISA INC
OTRShares7.17K
TypeSH
Market value$2.17M
2.29%
Sole
0.00
Shared
7.17K
None
0.00
SALESFORCE INC
OTRShares10.47K
TypeSH
Market value$1.96M
2.07%
Sole
0.00
Shared
10.47K
None
0.00
LAM RESEARCH CORP
OTRShares8.91K
TypeSH
Market value$1.90M
2.02%
Sole
0.00
Shared
8.91K
None
0.00
ADOBE INC
OTRShares7.37K
TypeSH
Market value$1.79M
1.89%
Sole
0.00
Shared
7.37K
None
0.00
BLACKROCK INC
OTRShares1.84K
TypeSH
Market value$1.77M
1.87%
Sole
0.00
Shared
1.84K
None
0.00
AMPHENOL CORP
OTRShares13.37K
TypeSH
Market value$1.69M
1.79%
Sole
0.00
Shared
13.37K
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
OTRShares4.99K
TypeSH
Market value$1.68M
1.78%
Sole
0.00
Shared
4.99K
None
0.00
MORGAN STANLEY
OTRShares9.88K
TypeSH
Market value$1.63M
1.72%
Sole
0.00
Shared
9.88K
None
0.00
WILLOW LANE ACQUISITION CORP
OTRShares109.97K
TypeSH
Market value$1.17M
1.24%
Sole
0.00
Shared
109.97K
None
0.00
POWELL INDS INC
OTRShares2.02K
TypeSH
Market value$1.09M
1.16%
Sole
0.00
Shared
2.02K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RIOT PLATFORMS INCOTR | COM | 793.50K | SH | $9.81M 10.38% | 0.00 | 793.50K | 0.00 |
CLEANSPARK INCOTR | COM NEW | 884.25K | SH | $7.52M 7.96% | 0.00 | 884.25K | 0.00 |
CIPHER DIGITAL INCOTR | COM | 505.47K | SH | $6.51M 6.88% | 0.00 | 505.47K | 0.00 |
BITFARMS LTDOTR | COM | 3.07M | SH | $5.99M 6.34% | 0.00 | 3.07M | 0.00 |
DATADOG INCOTR | CL A COM | 49.48K | SH | $5.84M 6.18% | 0.00 | 49.48K | 0.00 |
ROBINHOOD MKTS INCOTR | COM CL A | 71.90K | SH | $4.98M 5.27% | 0.00 | 71.90K | 0.00 |
MICRON TECHNOLOGY INCOTR | COM | 14.70K | SH | $4.97M 5.25% | 0.00 | 14.70K | 0.00 |
TERAWULF INCOTR | COM | 334.05K | SH | $4.82M 5.10% | 0.00 | 334.05K | 0.00 |
MICROSOFT CORPOTR | COM | 10.75K | SH | $3.98M 4.21% | 0.00 | 10.75K | 0.00 |
CROWDSTRIKE HLDGS INCOTR | CL A | 9.36K | SH | $3.66M 3.87% | 0.00 | 9.36K | 0.00 |
HUT 8 CORPOTR | COM | 70.94K | SH | $3.33M 3.52% | 0.00 | 70.94K | 0.00 |
MASTERCARD INCORPORATEDOTR | CL A | 6.39K | SH | $3.19M 3.38% | 0.00 | 6.39K | 0.00 |
VERTIV HOLDINGS COOTR | COM CL A | 12.63K | SH | $3.16M 3.35% | 0.00 | 12.63K | 0.00 |
APPLIED MATLS INCOTR | COM | 8.48K | SH | $2.90M 3.07% | 0.00 | 8.48K | 0.00 |
JPMORGAN CHASE & COOTR | COM | 8.75K | SH | $2.57M 2.72% | 0.00 | 8.75K | 0.00 |
VISA INCOTR | COM CL A | 7.17K | SH | $2.17M 2.29% | 0.00 | 7.17K | 0.00 |
SALESFORCE INCOTR | COM | 10.47K | SH | $1.96M 2.07% | 0.00 | 10.47K | 0.00 |
LAM RESEARCH CORPOTR | COM NEW | 8.91K | SH | $1.90M 2.02% | 0.00 | 8.91K | 0.00 |
ADOBE INCOTR | COM | 7.37K | SH | $1.79M 1.89% | 0.00 | 7.37K | 0.00 |
BLACKROCK INCOTR | COM | 1.84K | SH | $1.77M 1.87% | 0.00 | 1.84K | 0.00 |
AMPHENOL CORPOTR | CL A | 13.37K | SH | $1.69M 1.79% | 0.00 | 13.37K | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACOTR | SPONSORED ADS | 4.99K | SH | $1.68M 1.78% | 0.00 | 4.99K | 0.00 |
MORGAN STANLEYOTR | COM NEW | 9.88K | SH | $1.63M 1.72% | 0.00 | 9.88K | 0.00 |
WILLOW LANE ACQUISITION CORPOTR | ORD SHS CL A | 109.97K | SH | $1.17M 1.24% | 0.00 | 109.97K | 0.00 |
POWELL INDS INCOTR | COM | 2.02K | SH | $1.09M 1.16% | 0.00 | 2.02K | 0.00 |
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