We are live on ! Find out more
GGI

Galaxy Group Investments Portfolio holdings

AUM $843M
1-Year Est. Return 47.48%
This Fund
S&P 500
This Quarter Est. Return
-13.34%
1 Year Est. Return
+47.48%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$804M
AUM Growth
-$344M
Cap. Flow
-$231M
Cap. Flow %
-28.79%
Top 10 Hldgs %
96.2%
Holding
30
New
14
Increased
2
Reduced
5
Closed
6

Top Buys

Rank Stock Value
1
CORZ icon
Core Scientific
CORZ
+$22.9M
2
WULF icon
TeraWulf
WULF
+$8.97M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$4.09M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.29M
5
WDC icon
Western Digital
WDC
+$1.42M

Top Sells

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$114M
2
ARKB icon
ARK 21Shares Bitcoin ETF
ARKB
+$49.2M
3
HECO
State Street Galaxy Hedged Digital Asset Ecosystem ETF
HECO
+$44M
4
CLSK icon
CleanSpark
CLSK
+$3.32M
5
CIFR icon
Cipher Digital
CIFR
+$1.58M

Sector Composition

Rank Sector Weight
1 Technology 2.07%
2 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLSK icon
26
CleanSpark
CLSK
$3.27B
– –
-4,000,000
Closed -$3.32M
CORZ icon
27
CALL
Core Scientific
CORZ
$5.79B
– –
-25,000
Closed -$351K
MQ icon
28
CALL
Marqeta
MQ
$1.7B
– –
-37,500
Closed -$569K
QQQ icon
29
CALL
Invesco QQQ Trust
QQQ
$486B
– –
-199,600
Closed -$102M
HECO
30
State Street Galaxy Hedged Digital Asset Ecosystem ETF
HECO
$82.1M
– –
-1,400,000
Closed -$44M
1
2

Similar funds

MWMDPGFG
MLG Wealth Management DBA Pine Grove Financial Group Woodbury, Minnesota $829M AUM
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
ITP
Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return
MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
AMCI
Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Galaxy Group Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Galaxy Group Investments held 30 positions worth $804M, down 30% from $1.15B the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Galaxy Group Investments withdrew a net $231M in Q1 2025, closing 6 positions and reducing 5 holdings. Its most notable exit was State Street Galaxy Hedged Digital Asset Ecosystem ETF, an estimated $44M position sold in full.

By sector, the portfolio is most concentrated in Technology at 2.1% of assets, up from 0.22% a quarter earlier, followed by Financials.

Against the trend, Galaxy Group Investments opened a new position in Core Scientific worth $14.6M.

  • Galaxy Group Investments's largest Q1 2025 buy was Core Scientific: 2,015,272 shares worth $14.6M.
  • Galaxy Group Investments's biggest Q1 2025 reduction was iShares Bitcoin Trust, cutting an estimated $114M.
  • Galaxy Group Investments fully exited State Street Galaxy Hedged Digital Asset Ecosystem ETF in Q1 2025, selling an estimated $44M.
  • Galaxy Group Investments's ten largest holdings make up 96% of its $804M portfolio in Q1 2025.
  • Galaxy Group Investments opened 14 new positions and closed 6 in Q1 2025.
  • Galaxy Group Investments's portfolio value fell 30% quarter-over-quarter to $804M.

Based on Galaxy Group Investments's 13F filing for Q1 2025, filed 24 Mar 2026.