Deuterium Capital Management, LLC

CIK: 0001860487SEC EDGAR →

Portfolio Value

$68.9M

Holdings

20

As of

Q4 2025

New Positions

0

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

54,000$16.9M
24.58%
2

PALANTIR TECHNOLOGIES INC

58,630$10.4M
15.12%
3

INTUITIVE SURGICAL INC

15,425$8.7M
12.67%
4

ORACLE CORP

36,000$7.0M
10.18%
5

IMPERIAL PETE INC

1,599,086$5.8M
8.40%
6

CORE SCIENTIFIC INC NEW

300,000$4.4M
6.34%
7

NVIDIA CORPORATION

18,990$3.5M
5.14%
8

COSTCO WHSL CORP NEW

4,050$3.5M
5.07%
9

NEKTAR THERAPEUTICS

37,349$1.6M
2.29%
10

ISHARES ETHEREUM TR

57,042$1.3M
1.86%

Quarterly Changes

Top Buys

NVDANEW
$3.5M
COSTNEW
$3.5M
ETHA↑ Increased
$334K

Top Sells

ORCL↓ Decreased
$7.0M
PLTR↓ Decreased
$1.9M
IMPP↓ Decreased
$1.9M

New Positions (2)

$3.5M · 19K shares
$3.5M · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Technology5$25.6M37.1%
Communication Services2$17.5M25.4%
Healthcare2$10.3M15.0%
Energy3$6.5M9.5%
Financial Services4$3.6M5.3%
Consumer Defensive1$3.5M5.1%
Industrials1$1.0M1.5%
Unknown2$807K1.2%