Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Deuterium Capital Management, LLC (CIK 1860487) reported $86.0M across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($15.5M, 18.02%), AMZN ($11.2M, 13.08%), PLTR ($8.6M, 9.98%), ISRG ($7.1M, 8.27%), ORCL ($5.3M, 6.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $15.5M | 18.02% | 54,000 | Hold |
| 2 | AMZN | AMAZON COM INC | $11.2M | 13.08% | 54,000 | New |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | $8.6M | 9.98% | 58,630 | Hold |
| 4 | ISRG | INTUITIVE SURGICAL INC | $7.1M | 8.27% | 15,425 | Hold |
| 5 | ORCL | ORACLE CORP | $5.3M | 6.16% | 36,000 | Hold |
| 6 | MP | MP MATERIALS CORP | $4.8M | 5.61% | 100,000 | New |
| 7 | CORZ | CORE SCIENTIFIC INC NEW | $4.5M | 5.22% | 300,000 | Hold |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $4.0M | 4.69% | 4,050 | Hold |
| 9 | IMPP | IMPERIAL PETE INC | $3.5M | 4.12% | 826,754 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $3.3M | 3.85% | 18,990 | Hold |
| 11 | ETHA | ISHARES ETHEREUM TR | $3.1M | 3.55% | 192,708 | Added |
| 12 | MSFT | MICROSOFT CORP | $2.8M | 3.23% | 7,500 | New |
| 13 | TGT | TARGET CORP | $2.4M | 2.82% | 20,000 | New |
| 14 | URA | GLOBAL X FDS | $1.3M | 1.53% | 27,169 | Hold |
| 15 | NKTR | NEKTAR THERAPEUTICS | $1.3M | 1.51% | 18,000 | Trimmed |
| 16 | CRSP | CRISPR THERAPEUTICS AG | $1.2M | 1.38% | 25,000 | New |
| 17 | VAL | VALARIS LTD | $980,400 | 1.14% | 10,000 | Hold |
| 18 | URNM | SPROTT FDS TR | $947,250 | 1.10% | 15,000 | Hold |
| 19 | UUUU | ENERGY FUELS INC | $912,500 | 1.06% | 50,000 | New |
| 20 | ENVX | ENOVIX CORPORATION | $716,783 | 0.83% | 138,375 | Hold |
| 21 | MTRN | MATERION CORP | $656,711 | 0.76% | 4,540 | New |
| 22 | UEC | URANIUM ENERGY CORP | $564,773 | 0.66% | 41,835 | Hold |
| 23 | DNN | DENISON MINES CORP | $424,458 | 0.49% | 120,243 | Hold |
| 24 | RIG | TRANSOCEAN LTD | $397,800 | 0.46% | 60,000 | Hold |
| 25 | SDRL | SEADRILL LTD | $227,500 | 0.26% | 5,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31