Holders — by stockHoldings — by fund
Deuterium Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001860487
$92.4M
disclosed book value
24
positions
23.9%
largest position share
Positions, as of 2026-06-30
top 24 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 61,812 | $22.1M | 23.9% |
| 2 | AMZNAMAZON COM INC | 54,000 | $12.9M | 13.9% |
| 3 | ISRGINTUITIVE SURGICAL INC | 27,000 | $10.7M | 11.6% |
| 4 | PLTRPALANTIR TECHNOLOGIES INC | 58,630 | $6.8M | 7.4% |
| 5 | MPMP MATERIALS CORP | 100,000 | $5.6M | 6.1% |
| 6 | ORCLORACLE CORP | 36,000 | $5.3M | 5.7% |
| 7 | NVDANVIDIA CORPORATION | 18,990 | $3.8M | 4.1% |
| 8 | COSTCOSTCO WHOLESALE CORPORATION | 4,050 | $3.8M | 4.1% |
| 9 | IMPPIMPERIAL PETE INC | 790,000 | $3.6M | 3.9% |
| 10 | UUUUENERGY FUELS INC | 200,000 | $2.9M | 3.1% |
| 11 | MSFTMICROSOFT CORP | 7,500 | $2.8M | 3% |
| 12 | ETHAISHARES ETHEREUM TR | 192,708 | $2.3M | 2.5% |
| 13 | NTLAINTELLIA THERAPEUTICS INC | 100,000 | $1.7M | 1.8% |
| 14 | CRSPCRISPR THERAPEUTICS AG | 25,000 | $1.4M | 1.5% |
| 15 | MTRNMATERION CORP | 4,540 | $1.4M | 1.5% |
| 16 | URAGLOBAL X FDS | 27,169 | $1.2M | 1.3% |
| 17 | ENVXENOVIX CORPORATION | 138,375 | $839,936 | 0.9% |
| 18 | URNMSPROTT FDS TR | 15,000 | $788,850 | 0.9% |
| 19 | VALVALARIS LTD | 10,000 | $726,000 | 0.8% |
| 20 | FLYFIREFLY AEROSPACE INC | 20,000 | $588,000 | 0.6% |
| 21 | UECURANIUM ENERGY CORP | 41,835 | $445,961 | 0.5% |
| 22 | DNNDENISON MINES CORP | 120,243 | $367,944 | 0.4% |
| 23 | RIGTRANSOCEAN LTD | 60,000 | $293,400 | 0.3% |
| 24 | ETHEGRAYSCALE ETHEREUM STAKING E | 10,000 | $127,600 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.