§ 13F · FUND PROFILE
Deuterium Capital Management, LLC.
AUM · $92M (13F)Positions · 24Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 62K | $22M | 23.9% | +14% |
| 2 | AMZN | AMAZON COM INC | 54K | $13M | 13.9% | ±0% |
| 3 | ISRG | INTUITIVE SURGICAL INC | 27K | $11M | 11.6% | +75% |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | 59K | $7M | 7.4% | ±0% |
| 5 | MP | MP MATERIALS CORP | 100K | $6M | 6.1% | ±0% |
| 6 | ORCL | ORACLE CORP | 36K | $5M | 5.7% | ±0% |
| 7 | NVDA | NVIDIA CORPORATION | 19K | $4M | 4.1% | ±0% |
| 8 | COST | COSTCO WHOLESALE CORPORATION | 4K | $4M | 4.1% | ±0% |
| 9 | IMPP | IMPERIAL PETE INC | 790K | $4M | 3.9% | −4% |
| 10 | UUUU | ENERGY FUELS INC | 200K | $3M | 3.1% | +300% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DEUTERIUM SIGNAL
AC read
Deuterium Capital Management, LLC is a Other fund managing $92 million in assets. The fund runs a focused portfolio of just 24 positions.
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