Deuterium Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$86.0M
Q ending 2026-03-31
Prior quarter
$68.9M
Q ending 2025-12-31
Change
+24.7% QoQ · +91.5% YoY
Positions
26
reported holdings
Largest positions
All 26 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOG | Shares | $15.5M | 54K |
| Amazon Com Inc | AMZN | Shares | $11.2M | 54K |
| Palantir Technologies Inc | PLTR | Shares | $8.6M | 59K |
| Intuitive Surgical Inc | ISRG | Shares | $7.1M | 15K |
| Oracle Corp | ORCL | Shares | $5.3M | 36K |
| Mp Materials Corp | MP | Shares | $4.8M | 100K |
| Core Scientific Inc New | CORZ | Shares | $4.5M | 300K |
| Costco Wholesale Corporation | COST | Shares | $4.0M | 4K |
| Imperial Pete Inc | Shares | $3.5M | 827K | |
| Nvidia Corporation | NVDA | Shares | $3.3M | 19K |
| Ishares Ethereum Tr | ETHA | Shares | $3.1M | 193K |
| Microsoft Corp | MSFT | Shares | $2.8M | 8K |
| Target Corp | TGT | Shares | $2.4M | 20K |
| Global X Fds | URA | Shares | $1.3M | 27K |
| Nektar Therapeutics | NKTR | Shares | $1.3M | 18K |
| Crispr Therapeutics Ag | Shares | $1.2M | 25K | |
| Valaris Ltd | Shares | $980K | 10K | |
| Sprott Fds Tr | URNM | Shares | $947K | 15K |
| Energy Fuels Inc | UUUU | Shares | $913K | 50K |
| Enovix Corporation | ENVX | Shares | $717K | 138K |
| Materion Corp | MTRN | Shares | $657K | 5K |
| Uranium Energy Corp | UEC | Shares | $565K | 42K |
| Denison Mines Corp | DNN | Shares | $424K | 120K |
| Transocean Ltd | Shares | $398K | 60K | |
| Seadrill Ltd | Shares | $228K | 5K | |
| Grayscale Ethereum Staking E | ETHE | Shares | $171K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.