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Galaxy Digital Inc.

First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q1 2026 · Filed 2026-05-14
Market Value
$620M
Holdings
37
New Purchases
37
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
93.2%
Turnover
100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $18M 2.9%
Large Cap 3 $289M 46.6%
Mid Cap 12 $175M 28.2%
Small Cap 9 $98M 15.8%
Micro Cap 10 $41M 6.6%

Portfolio Analytics

Avg Market Cap
$164.7B
Median Market Cap
$1.2B
Avg P/E
32.4
Median P/E
32.8
Avg Dividend Yield
0.00%
Avg Beta
2.29
# Stocks
25
# ETFs / Funds
12

Top Holdings (37 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IBIT 46.29% 7,464,076 $287M $38.42
2 ARKB 18.74% 5,161,800 $116M $22.49
3 BTCO 7.90% 725,000 $49M $67.47
4 FWDI 5.80% 8,108,108 $36M $4.43
5 HECO 3.73% 590,000 $23M $39.21
6 BLSH 3.60% 625,000 $22M $35.73
7 BABA 2.37% 117,050 $15M $125.46
8 ETHA 2.09% 818,390 $13M $15.83
9 CORZ 1.69% 700,000 $10M $14.96
10 CAN 1.01% 14,500,000 $6M $0.43
11 QETH 0.98% 290,000 $6M $20.87
12 ASHR 0.83% 157,750 $5M $32.64
13 SHAZ 0.83% 225,000 $5M $22.73
14 PURR 0.74% 899,951 $5M $5.09
15 CVX 0.33% 9,800 $2M $206.90
16 ADEA 0.31% 80,000 $2M $24.03
17 HNRG 0.26% 100,000 $2M $16.28
18 XLB 0.24% 30,345 $2M $49.97
19 HACQU 0.24% 150,000 $2M $10.03
20 WULF 0.23% 100,000 $1M $14.43
21 KWEB 0.21% 46,700 $1M $28.43
22 BRR 0.21% 625,000 $1M $2.11
23 KRE 0.17% 15,837 $1M $65.15
24 CEPS 0.16% 100,000 $1M $10.10
25 QADRU 0.16% 100,000 $991K $9.91
26 NVDA 0.16% 5,600 $977K $174.40
27 WYFI 0.13% 70,000 $834K $11.91
28 RIOT 0.12% 60,000 $742K $12.36
29 CIFR 0.09% 45,000 $579K $12.87
30 GBTC 0.07% 8,335 $440K $52.76
31 DBA 0.07% 15,050 $411K $27.32
32 MFI 0.06% 35,503 $391K $11.00
33 FOUR 0.06% 8,902 $389K $43.73
34 LE 0.05% 30,000 $337K $11.24
35 SBET 0.03% 29,796 $192K $6.45
36 APDN 0.01% 120,500 $77K $0.64
37 BTMWW —% 400,000 $9K $0.02

Options Breakdown

10 Calls $254M Call Value 7 Puts $266M Put Value 1.05 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 273,000 $178M
EWZ 497,500 $19M
KWEB 507,000 $14M
GLD 30,000 $13M
IWM 45,000 $11M
EWJ 100,000 $8M
XLF 85,000 $4M
HOOD 60,000 $4M
EEM 20,000 $1M
BITF 250,000 $488K

Top Puts

SymbolSharesValueStatus
SPY 200,000 $130M
MSTR 700,000 $87M
QQQ 40,000 $23M
TSM 47,500 $16M
IWM 20,000 $5M
CWAN 100,000 $2M
IBIT 50,000 $2M

New Positions

SymbolValue% Port
IBIT $287M 46.29%
ARKB $116M 18.74%
BTCO $49M 7.90%
FWDI $36M 5.80%
HECO $23M 3.73%
BLSH $22M 3.60%
BABA $15M 2.37%
ETHA $13M 2.09%
CORZ $10M 1.69%
CAN $6M 1.01%
QETH $6M 0.98%
ASHR $5M 0.83%
SHAZ $5M 0.83%
PURR $5M 0.74%
CVX $2M 0.33%
View SEC EDGAR Filings for Galaxy Digital Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms