Pantera Capital Partners LP

Portfolio Overview

Pantera Capital Partners LP disclosed 14 positions worth $157.9M in its Form 13F-HR for Q1 2026, led by $FIGR (Figure Technology Solutions, Inc.) at 33.2% of the equity portfolio, followed by $BTGO. During the quarter the fund opened 2 new positions and exited 8 — including a new stake in $BTGO and a full exit from $MBAV. The portfolio is most concentrated in Financials (79.3% of disclosed assets). All figures are sourced directly from Pantera Capital Partners LP’s Form 13F-HR filing with the SEC under CIK 2067181.

• 

  Figure Technology Solutions, Inc.

  $FIGR

  —

  Quality

  $52.4M1,542,871 sh
• 

  BITGO HOLDINGS, INC.

  $BTGO

  —

  Quality

  $27.3M3,315,241 sh

• BITMINE IMMERSION TECNOLOGIE

  —

  Quality

  $22.7M1,147,470 sh
• 

  Dynamix Corp

  $DYNC

  —

  Quality

  $16.8M1,600,000 sh
• 

  Hyperliquid Strategies Inc

  $PURR

  —

  Quality

  $13.8M2,712,928 sh
• 

  Eightco Holdings Inc.

  $ORBS

  7.4

  Quality

  $10.4M11,178,083 sh
• 

  Solana Co

  $HSDT

  22.3

  Quality

  $6.7M3,887,319 sh
• 

  Twenty One Capital, Inc.

  $XXI

  —

  Quality

  $2.2M337,500 sh

• SHARPS TECHNOLOGY INC

  —

  Quality

  $1.9M1,150,000 sh
• 

  ZOOZ Strategy Ltd.

  $ZOOZ

  —

  Quality

  $1.3M4,250,000 sh

Company	Quality	Value	Shares
Figure Technology Solutions, Inc.$FIGR	—	$52.4M	1,542,871
BITGO HOLDINGS, INC.$BTGO	—	$27.3M	3,315,241
BITMINE IMMERSION TECNOLOGIE	—	$22.7M	1,147,470
Dynamix Corp$DYNC	—	$16.8M	1,600,000
Hyperliquid Strategies Inc$PURR	—	$13.8M	2,712,928
Eightco Holdings Inc.$ORBS	7.4	$10.4M	11,178,083
Solana Co$HSDT	22.3	$6.7M	3,887,319
Twenty One Capital, Inc.$XXI	—	$2.2M	337,500
SHARPS TECHNOLOGY INC	—	$1.9M	1,150,000
ZOOZ Strategy Ltd.$ZOOZ	—	$1.3M	4,250,000

Showing top 10 of 14 holdings.

Full Holdings — Pantera Capital Partners LP (Q1 2026)

All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$FIGR	Figure Technology Solutions, Inc.	$52.4M	33.2%	-50%	—
2	$BTGO	BITGO HOLDINGS, INC.	$27.3M	17.3%	NEW	—
3	—	BITMINE IMMERSION TECNOLOGIE	$22.7M	14.4%	-60%	—
4	$DYNC	Dynamix Corp	$16.8M	10.6%	+7%	—
5	$PURR	Hyperliquid Strategies Inc	$13.8M	8.8%	-67%	—
6	$ORBS	Eightco Holdings Inc.	$10.4M	6.6%	-52%	7.4
7	$HSDT	Solana Co	$6.7M	4.3%	-50%	22.3
8	$XXI	Twenty One Capital, Inc.	$2.2M	1.4%	-50%	—
9	—	SHARPS TECHNOLOGY INC	$1.9M	1.2%	-50%	—
10	$ZOOZ	ZOOZ Strategy Ltd.	$1.3M	0.8%	-50%	—
11	$SBET	Sharplink, Inc.	$1.2M	0.7%	NEW	38.1
12	$FWDI	Forward Industries, Inc.	$904,132	0.6%	-50%	24.2
13	$AMBR	Amber International Holding Ltd	$225,838	0.1%	-50%	—
14	$DFDV	DeFi Development Corp.	$115,636	0.1%	-57%	28.3