Deuterium Capital Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Deuterium Capital Management, LLC reported 24 stock positions worth $92.4 million. Its top holding was Alphabet Class C (GOOG) at 23.9% of the portfolio, followed by Amazon.com (AMZN, 13.9%) and Intuitive Surgical (ISRG, 11.6%). Compared with Q1 2026, it opened 2 new positions, sold out of 4, added to 3 and reduced 1. The biggest buy was Alphabet Class C (GOOG, shares +14%) and the biggest sale an exit from Core Scientific (CORZ).

Most Recent 13F
Q2 2026
Location
Clearwater, FL
CIK
0001860487
Portfolio Value
$92.4M (Q2 2026)
SEC Filing
0001214659-26-009606 ↗ filed Aug 5, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q1 2024: $56.1M Q1 2024 Q2 2024: $59.3M Q2 2024 Q3 2024: $54.5M Q3 2024 Q4 2024: $38.2M Q4 2024 Q1 2025: $44.9M Q1 2025 Q2 2025: $53.3M Q2 2025 Q3 2025: $69.1M Q3 2025 Q4 2025: $68.9M Q4 2025 Q1 2026: $86.0M Q1 2026 Q2 2026: $92.4M $92.4M Q2 2026

Holdings 24 stocks · $92.4M
GOOG Alphabet Inc. Class C 23.90% 61,812 $22.1M Add +14.5%
AMZN Amazon.com Inc. 13.93% 54,000 $12.9M No change
ISRG Intuitive Surgical Inc. 11.62% 27,000 $10.7M Add +75.0%
PLTR Palantir Technologies Inc. Class A 7.40% 58,630 $6.8M No change
MP MP Materials Corp. 6.06% 100,000 $5.6M No change
ORCL Oracle Corp. 5.71% 36,000 $5.3M No change
NVDA Nvidia Corp. 4.11% 18,990 $3.8M No change
COST Costco Wholesale Corp. 4.10% 4,050 $3.8M No change
IMPP Imperial Petroleum Inc. 3.94% 790,000 $3.6M Reduce -4.5%
UUUU Energy Fuels Inc. 3.14% 200,000 $2.9M Add +300.0%
MSFT Microsoft Corp. 3.03% 7,500 $2.8M No change
ETHA iShares Ethereum Trust ETF 2.48% 192,708 $2.3M No change
NTLA Intellia Therapeutics Inc. 1.83% 100,000 $1.7M New
CRSP Crispr Therapeutics AG 1.48% 25,000 $1.4M No change
MTRN Materion Corp. 1.46% 4,540 $1.4M No change
URA Global X Uranium ETF 1.28% 27,169 $1.2M No change
ENVX Enovix Corp. 0.91% 138,375 $840K No change
URNM Sprott Uranium Miners ETF 0.85% 15,000 $789K No change
VAL Valaris Ltd. 0.79% 10,000 $726K No change
FLY Firefly Aerospace Inc. 0.64% 20,000 $588K New
UEC Uranium Energy Corp. 0.48% 41,835 $446K No change
DNN Denison Mines Corp. 0.40% 120,243 $368K No change
RIG Transocean Ltd. 0.32% 60,000 $293K No change
ETHE Grayscale Ethereum Staking E 0.14% 10,000 $128K No change

Portfolio Sells Q1 2026 → Q2 2026
CORZ Core Scientific Inc. Sold out 0.00% −5.22
TGT Target Corp. Sold out 0.00% −2.82
NKTR Nektar Therapeutics Sold out 0.00% −1.51
SDRL Seadrill Limited Sold out 0.00% −0.26
IMPP Imperial Petroleum Inc. Reduce -4.5% 3.94% −0.17

Portfolio Buys Q1 2026 → Q2 2026
GOOG Alphabet Inc. Class C Add +14.5% 23.90% +5.88
ISRG Intuitive Surgical Inc. Add +75.0% 11.62% +3.35
UUUU Energy Fuels Inc. Add +300.0% 3.14% +2.08
NTLA Intellia Therapeutics Inc. New 1.83% +1.83
FLY Firefly Aerospace Inc. New 0.64% +0.64

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 24$92.4MGOOG, AMZN, ISRG, PLTR, MP
Q1 2026 26$86.0MGOOG, AMZN, PLTR, ISRG, ORCL
Q4 2025 20$68.9MGOOG, PLTR, ISRG, ORCL, IMPP
Q3 2025 18$69.1MORCL, GOOG, PLTR, IMPP, ISRG
Q2 2025 18$53.3MORCL, PLTR, ISRG, GOOG, CORZ
Q1 2025 41$44.9MGOOG, ISRG, ORCL, PLTR, IMPP
Q4 2024 35$38.2MORCL, ISRG, PLTR, IMPP, CORZ
Q3 2024 38$54.5MORCL, ISRG, IMPP, PLTR, CPRI
Q2 2024 55$59.3MORCL, ISRG, AAPL, NVDA, ENVX
Q1 2024 56$56.1MORCL, AAPL, ISRG, MSFT, MNST