Q2 2026 13F · SEC CIK 2118292

Galaxy Digital Capital Management GP LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $166.8M
Reported positions: 51
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Galaxy Digital Capital Management GP LLC is a hedge fund that reported 51 positions worth $166.8M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Visa Inc (V, 7.0%), Riot Platforms Inc (RIOT, 6.4%), Robinhood Mkts Inc (HOOD, 5.3%).

Galaxy Digital Capital Management GP LLC holdings largest 50 of 51 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Galaxy Digital Capital Management GP LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VVisa Inc	7.0%	2.8%	33,912	+372.9%	$11.6M
RIOTRiot Platforms Inc	6.4%	12.6%	390,786	-50.8%	$10.7M
HOODRobinhood Mkts Inc	5.3%	4.6%	88,494	+70.5%	$8.9M
CIFRCipher Digital Inc	5.2%	8.4%	354,788	-29.8%	$8.7M
KEELKeel Infrastructure Corp	4.6%	New	1,349,632	—	$7.7M
NVDANvidia Corporation	3.3%	New	27,341	—	$5.5M
PANWPalo Alto Networks Inc	3.2%	New	15,739	—	$5.4M
CLSKCleanspark Inc Com New	3.1%	6.9%	360,540	-43.2%	$5.2M
MSFTMicrosoft Corp	3.1%	3.7%	13,741	+77.4%	$5.1M
COFCapital One Finl Corp	2.9%	New	24,400	—	$4.9M
JPMJpmorgan Chase & Co	2.9%	2.6%	14,891	+120.5%	$4.9M
CRWDCrowdstrike Hldgs Inc	2.8%	3.4%	6,210	-9.5%	$4.7M
MAMastercard Incorporated	2.8%	2.8%	9,108	+107.3%	$4.7M
SQBlock Inc	2.8%	New	61,200	—	$4.7M
CCitigroup Inc	2.7%	New	32,739	—	$4.6M
AERAercap Holdings NV	2.6%	New	30,000	—	$4.4M
MCOMoodys Corp	2.5%	New	9,200	—	$4.2M
VIRTVirtu Finl Inc	2.3%	New	64,300	—	$3.8M
CMECme Group Inc	2.2%	New	16,471	—	$3.6M
DDOGDatadog Inc	2.1%	4.6%	13,706	-55.0%	$3.6M
AFRMAffirm Hldgs Inc	2.1%	New	43,000	—	$3.5M
MUMicron Technology Inc	2.1%	3.8%	2,972	-65.8%	$3.4M
BNYBank of Ny Mellon Corp	2.0%	New	22,987	—	$3.3M
BLKBlackrock Inc	1.8%	2.3%	3,131	+70.2%	$3.0M
DLRDigital Rlty Tr Inc	1.7%	New	15,800	—	$2.8M
MSCIMsci Inc	1.7%	New	5,000	—	$2.8M
TSMTaiwan Semiconductor Manufac	1.5%	2.2%	5,215	+4.6%	$2.5M
WULFTerawulf Inc	1.4%	4.3%	94,618	-59.6%	$2.3M
PURRHyperliquid Strategies Inc	1.4%	New	291,954	—	$2.3M
FIGRFigure Technology Solutio	1.2%	New	65,981	—	$2.0M
RKTRocket Cos Inc	1.2%	New	125,100	—	$2.0M
APHAmphenol Corp	1.2%	1.7%	11,117	+7.2%	$2.0M
MSMorgan Stanley	1.2%	2.1%	9,216	-6.7%	$1.9M
LRCXLam Research Corp	1.1%	1.6%	4,192	-29.1%	$1.8M
ALKTAlkami Technology Inc	1.0%	New	96,600	—	$1.8M
AMATApplied Matls Inc	0.9%	2.4%	2,140	-60.9%	$1.5M
NVTNvent Elec PLC	0.9%	1.4%	8,588	-5.5%	$1.5M
FPSForgent Power Solutions Inc	0.8%	New	24,130	—	$1.3M
VRTVertiv Holdings Co	0.8%	2.8%	3,849	-55.4%	$1.3M
BRUNBoost Run Inc	0.7%	New	28,209	—	$1.1M
POWLPowell Inds Inc	0.6%	1.4%	3,461	+71.3%	$991K
HUBBHubbell Inc	0.5%	0.2%	1,476	+387.1%	$772K
FCXFreeport Mcmoran Inc	0.4%	0.2%	11,372	+301.8%	$715K
LNTAlliant Energy Corp	0.4%	0.1%	8,391	+616.6%	$640K
ETREntergy Corp New	0.4%	0.1%	5,542	+879.2%	$637K
NEENextera Energy Inc	0.4%	New	7,242	—	$636K
FLSFlowserve Corp	0.2%	0.2%	4,691	+192.1%	$348K
CNTNCanton Strategic Holdings in	0.2%	New	116,451	—	$328K
XOMExxon Mobil Corp	0.2%	New	2,022	—	$276K
THTarget Hospitality Corp	0.1%	0.1%	9,559	+32.9%	$195K

What Galaxy Digital Capital Management GP LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$166.8M	51
Q1 2026	$77.7M	39
Q4 2025	$79.5M	30
Q3 2025	$102.4M	27

Questions about Galaxy Digital Capital Management GP LLC's portfolio

What stocks does Galaxy Digital Capital Management GP LLC own?

Galaxy Digital Capital Management GP LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 51 positions worth $166.8M. The largest are Visa Inc (V) at 7.0%, Riot Platforms Inc (RIOT) at 6.4%, Robinhood Mkts Inc (HOOD) at 5.3%, Cipher Digital Inc (CIFR) at 5.2% and Keel Infrastructure Corp (KEEL) at 4.6%.

What did Galaxy Digital Capital Management GP LLC buy last quarter?

In Q2 2026, Galaxy Digital Capital Management GP LLC added a new position in Keel Infrastructure Corp (KEEL), a new position in Nvidia Corporation (NVDA), a new position in Palo Alto Networks Inc (PANW), a new position in Capital One Finl Corp (COF), a new position in Block Inc (SQ), Entergy Corp New (ETR) (+879.2% shares), Alliant Energy Corp (LNT) (+616.6% shares) and Hubbell Inc (HUBB) (+387.1% shares), compared with its Q1 2026 filing.

What did Galaxy Digital Capital Management GP LLC sell last quarter?

In Q2 2026, Galaxy Digital Capital Management GP LLC cut from its top 50 Bitfarms Ltd (BITF), cut from its top 50 Hut 8 Corp (HUT), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Salesforce Inc (CRM), cut from its top 50 Willow Lane Acquisition Corp. (WLAC), Micron Technology Inc (MU) (-65.8% shares), Applied Matls Inc (AMAT) (-60.9% shares) and Terawulf Inc (WULF) (-59.6% shares), compared with its Q1 2026 filing.

When is Galaxy Digital Capital Management GP LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Galaxy Digital Capital Management GP LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.