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.
ONCE CAPITAL MANAGEMENT, LLC (CIK 1712892) reported $373.6M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($98.0M, 26.23%), ASTS ($65.5M, 17.53%), RKLB ($39.7M, 10.62%), AMD ($25.5M, 6.82%), AAPL ($20.5M, 5.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $98.0M | 26.23% | 562,000 | Hold |
| 2 | ASTS | AST SPACEMOBILE INC | $65.5M | 17.53% | 790,500 | Hold |
| 3 | RKLB | ROCKET LAB CORP | $39.7M | 10.62% | 618,000 | Added |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $25.5M | 6.82% | 125,300 | Hold |
| 5 | AAPL | APPLE INC | $20.5M | 5.50% | 80,900 | Hold |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | $19.9M | 5.33% | 51,000 | Hold |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | $19.4M | 5.20% | 40,100 | Hold |
| 8 | MRVL | MARVELL TECHNOLOGY INC | $16.5M | 4.43% | 167,000 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $14.7M | 3.95% | 70,800 | Hold |
| 10 | MSFT | MICROSOFT CORP | $12.3M | 3.29% | 33,200 | Hold |
| 11 | TSLA | TESLA INC | $11.9M | 3.18% | 32,000 | Added |
| 12 | SMR | NUSCALE PWR CORP | $6.1M | 1.63% | 563,100 | Added |
| 13 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $5.7M | 1.52% | 107,700 | Hold |
| 14 | LUNR | INTUITIVE MACHINES INC | $4.5M | 1.19% | 240,000 | New |
| 15 | PL | PLANET LABS PBC | $2.9M | 0.79% | 105,000 | New |
| 16 | NOW | SERVICENOW INC | $2.6M | 0.70% | 25,000 | Trimmed |
| 17 | LEU | CENTRUS ENERGY CORP | $2.4M | 0.65% | 14,000 | New |
| 18 | SYM | SYMBOTIC INC | $2.1M | 0.57% | 40,000 | Added |
| 19 | UUUU | ENERGY FUELS INC | $2.0M | 0.54% | 110,000 | Added |
| 20 | BTC | GRAYSCALE BITCOIN MINI TR ET | $645,985 | 0.17% | 21,540 | Hold |
| 21 | BWXT | BWX TECHNOLOGIES INC | $511,225 | 0.14% | 2,500 | New |
| 22 | RR | RICHTECH ROBOTICS INC | $41,800 | 0.01% | 20,000 | Hold |
| 23 | ASTSW | AST SPACEMOBILE INC | $0 | 0.00% | 0 | Exited |
| 24 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 25 | MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31