Deuterium Capital Management, LLC
CIK 0001860487 · CLEARWATER, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$92.4M
2026 Q2
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GOOG
ALPHABET INC
23.9%
AMZN
AMAZON COM INC
13.9%
ISRG
INTUITIVE SURGICAL INC
11.6%
PLTR
PALANTIR TECHNOLOGIES INC
7.4%
MP
MP MATERIALS CORP
6.1%
ORCL
ORACLE CORP
5.7%
NVDA
NVIDIA CORPORATION
4.1%
COST
COSTCO WHOLESALE CORPORATION
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.