Filed: 3/24/2026ACC: 0001628280-26-020660
📋 What this filing means
GALAXY GROUP INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $803.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$803.93M
Total AUM (reported)
13.75M
Total Shares
Allocation by class
SHS BEN INT$394.14M49.0%
TR UNIT$180.96M22.5%
CL A NEW$63.42M7.9%
COM SHS BEN INT$59.61M7.4%
COM$33.90M4.2%
SEMICONDUCTR ETF$27.99M3.5%
COM CL A$27.94M3.5%
Portfolio Concentration
Top 3$575.10M71.5%
4–10$209.71M26.1%
11–25$19.12M2.4%
Top 3 weight
71.5%
Top 10 weight
97.6%
Voting Authority Distribution
Total shares with voting rights: 13.75M
Sole
Full voting authority
13.75M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other20
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
ISHARES BITCOIN TRUST ETF
DFNDShares5.08M
TypeSH
Market value$237.58M
29.55%
Sole
5.08M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
DFNDShares323.50K
TypeSH
Market value$180.96M
22.51%
Sole
323.50K
Shared
0.00
None
0.00
ARK 21SHARES BITCOIN ETF
DFNDShares1.90M
TypeSH
Market value$156.55M
19.47%
Sole
1.90M
Shared
0.00
None
0.00
MICROSTRATEGY INC
DFNDShares220K
TypeSH
Market value$63.42M
7.89%
Sole
220K
Shared
0.00
None
0.00
INVESCO GALAXY BITCOIN ETF
DFNDShares725K
TypeSH
Market value$59.61M
7.41%
Sole
725K
Shared
0.00
None
0.00
VANECK ETF TRUST
DFNDShares132.35K
TypeSH
Market value$27.99M
3.48%
Sole
132.35K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares160K
TypeSH
Market value$27.56M
3.43%
Sole
160K
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
DFNDShares2.02M
TypeSH
Market value$14.59M
1.81%
Sole
2.02M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares100K
TypeSH
Market value$8.69M
1.08%
Sole
100K
Shared
0.00
None
0.00
KRANESHARES TRUST
DFNDShares225.07K
TypeSH
Market value$7.86M
0.98%
Sole
225.07K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares66.30K
TypeSH
Market value$7.19M
0.89%
Sole
66.30K
Shared
0.00
None
0.00
INVESCO GALAXY ETHEREUM ETF
DFNDShares290K
TypeSH
Market value$5.29M
0.66%
Sole
290K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
DFNDShares50K
TypeSH
Market value$2.02M
0.25%
Sole
50K
Shared
0.00
None
0.00
TERAWULF INC
DFNDShares2.01M
TypeSH
Market value$1.41M
0.18%
Sole
2.01M
Shared
0.00
None
0.00
COMPOSECURE INC
DFNDShares246.15K
TypeSH
Market value$940.3K
0.12%
Sole
246.15K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
DFNDShares8.90K
TypeSH
Market value$727.4K
0.09%
Sole
8.90K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
DFNDShares8.34K
TypeSH
Market value$543.2K
0.07%
Sole
8.34K
Shared
0.00
None
0.00
D-WAVE QUANTUM INC
DFNDShares141K
TypeSH
Market value$518.9K
0.06%
Sole
141K
Shared
0.00
None
0.00
COMPOSECURE INC
DFNDShares35K
TypeSH
Market value$380.4K
0.05%
Sole
35K
Shared
0.00
None
0.00
BITDEER TECHNOLOGIES GROUP
DFNDShares12.24K
TypeSH
Market value$108.0K
0.01%
Sole
12.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES BITCOIN TRUST ETFDFND | SHS BEN INT | 5.08M | SH | $237.58M 29.55% | 5.08M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRDFND | TR UNIT | 323.50K | SH | $180.96M 22.51% | 323.50K | 0.00 | 0.00 |
ARK 21SHARES BITCOIN ETFDFND | SHS BEN INT | 1.90M | SH | $156.55M 19.47% | 1.90M | 0.00 | 0.00 |
MICROSTRATEGY INCDFND | CL A NEW | 220K | SH | $63.42M 7.89% | 220K | 0.00 | 0.00 |
INVESCO GALAXY BITCOIN ETFDFND | COM SHS BEN INT | 725K | SH | $59.61M 7.41% | 725K | 0.00 | 0.00 |
VANECK ETF TRUSTDFND | SEMICONDUCTR ETF | 132.35K | SH | $27.99M 3.48% | 132.35K | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 160K | SH | $27.56M 3.43% | 160K | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWDFND | COM | 2.02M | SH | $14.59M 1.81% | 2.02M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 100K | SH | $8.69M 1.08% | 100K | 0.00 | 0.00 |
KRANESHARES TRUSTDFND | CSI CHI INTERNET | 225.07K | SH | $7.86M 0.98% | 225.07K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 66.30K | SH | $7.19M 0.89% | 66.30K | 0.00 | 0.00 |
INVESCO GALAXY ETHEREUM ETFDFND | SHS | 290K | SH | $5.29M 0.66% | 290K | 0.00 | 0.00 |
WESTERN DIGITAL CORPDFND | COM | 50K | SH | $2.02M 0.25% | 50K | 0.00 | 0.00 |
TERAWULF INCDFND | COM | 2.01M | SH | $1.41M 0.18% | 2.01M | 0.00 | 0.00 |
COMPOSECURE INCDFND | *W EXP 12/27/202 | 246.15K | SH | $940.3K 0.12% | 246.15K | 0.00 | 0.00 |
SHIFT4 PMTS INCDFND | CL A | 8.90K | SH | $727.4K 0.09% | 8.90K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFDFND | SHS REP COM UT | 8.34K | SH | $543.2K 0.07% | 8.34K | 0.00 | 0.00 |
D-WAVE QUANTUM INCDFND | *W EXP 08/05/202 | 141K | SH | $518.9K 0.06% | 141K | 0.00 | 0.00 |
COMPOSECURE INCDFND | COM CL A | 35K | SH | $380.4K 0.05% | 35K | 0.00 | 0.00 |
BITDEER TECHNOLOGIES GROUPDFND | CL A ORD SHS | 12.24K | SH | $108.0K 0.01% | 12.24K | 0.00 | 0.00 |