Deuterium Capital Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Deuterium Capital Management, LLC reported 35 stock positions worth $38.2 million. Its top holding was Oracle (ORCL) at 22.2% of the portfolio, followed by Intuitive Surgical (ISRG, 21.1%) and Palantir Technologies Class A (PLTR, 13.4%). Compared with Q3 2024, it opened 1 new position, sold out of 4, added to 4 and reduced 5. The biggest buy was Core Scientific (CORZ, shares +59%) and the biggest sale Oracle (ORCL, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- Clearwater, FL
- CIK
- 0001860487
- Portfolio Value
- $38.2M (Q4 2024)
- SEC Filing
- 0001214659-25-002092 ↗ filed Feb 6, 2025
Holdings Value
Holdings 35 stocks · $38.2M
| ORCL Oracle Corp. | 22.20% | 50,180 | $8.5M | Reduce -59.1% |
| ISRG Intuitive Surgical Inc. | 21.09% | 15,425 | $8.1M | Reduce -32.9% |
| PLTR Palantir Technologies Inc. Class A | 13.37% | 67,500 | $5.1M | Reduce -25.0% |
| IMPP Imperial Petroleum Inc. | 10.99% | 1,393,770 | $4.2M | Add +43.6% |
| CORZ Core Scientific Inc. | 7.12% | 190,723 | $2.7M | Add +58.9% |
| ENVX Enovix Corp. | 4.86% | 167,526 | $1.9M | Add +9.2% |
| CPRI Capri Holdings Ltd. | 3.31% | 61,018 | $1.3M | Reduce -3.1% |
| URA Global X Uranium ETF | 1.91% | 27,169 | $728K | No change |
| SIRI Sirius XM Holdings Inc. | 1.75% | 29,312 | $668K | No change |
| URNM Sprott Uranium Miners ETF | 1.58% | 15,000 | $605K | No change |
| VAL Valaris Ltd. | 1.16% | 10,000 | $442K | Add +138.1% |
| PSCE Invesco S&P Smallcap Energy | 1.14% | 9,000 | $436K | No change |
| NSLR Neostellar Capital Corp. filed as SURO CAPITAL CORP | 0.79% | 51,096 | $300K | Reduce -80.7% |
| ACI Albertsons Cos Inc. Class A | 0.77% | 15,000 | $295K | No change |
| ETHE Grayscale Ethereum Staking E | 0.73% | 10,000 | $280K | No change |
| UEC Uranium Energy Corp. | 0.73% | 41,835 | $280K | No change |
| VTLE Vital Energy Inc. | 0.73% | 9,000 | $278K | No change |
| CPNG Coupang Inc. | 0.72% | 12,500 | $275K | No change |
| KWEB Kranesh Csi China Internet | 0.66% | 8,650 | $253K | No change |
| ETHA iShares Ethereum Trust ETF | 0.66% | 10,000 | $253K | New |
| RIG Transocean Ltd. | 0.59% | 60,000 | $225K | No change |
| DNN Denison Mines Corp. | 0.57% | 120,243 | $216K | No change |
| SD Sandridge Energy Inc. | 0.46% | 15,000 | $176K | No change |
| PGY Pagaya Technologies Ltd. Class A | 0.45% | 18,367 | $171K | No change |
| BOOM DMC Global Inc. | 0.44% | 23,000 | $169K | No change |
| IKENA ONCOLOGY INC | 0.35% | 80,579 | $132K | No change |
| LQDA Liquidia Corp. | 0.31% | 10,000 | $118K | No change |
| COUR Coursera Inc. | 0.25% | 11,435 | $97K | No change |
| NMG Nouveau Monde Graphite Inc. | 0.10% | 24,143 | $38K | No change |
| OPEN Opendoor Technologies Inc. | 0.08% | 18,100 | $29K | No change |
| APPS Digital Turbine Inc. | 0.07% | 15,100 | $26K | No change |
| MKTW Marketwise Inc. | 0.03% | 18,019 | $10K | No change |
| STEM Stem Inc. | 0.02% | 12,000 | $7K | No change |
| SCLX Scilex Holding Co. | 0.02% | 15,000 | $6K | No change |
| SENSEI BIOTHERAPEUTICS INC | 0.01% | 11,000 | $5K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| ORCL Oracle Corp. | Reduce -59.1% | 22.20% | −16.13 |
| AAPL Apple Inc. | Sold out | 0.00% | −3.85 |
| CPRI Capri Holdings Ltd. | Reduce -3.1% | 3.31% | −1.59 |
| NSLR Neostellar Capital Corp. | Reduce -80.7% | 0.79% | −1.17 |
| CONTEXTLOGIC INC - A | Sold out | 0.00% | −0.26 |
| GRAYSCALE ETHEREUM MINI TR E | Sold out | 0.00% | −0.04 |
| CMRX Chimerix Inc. | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -32.9% | 21.09% | +0.36 |
| PLTR Palantir Technologies Inc. Class A | Reduce -25.0% | 13.37% | +7.23 |
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $92.4M | GOOG, AMZN, ISRG, PLTR, MP |
| Q1 2026 | 26 | $86.0M | GOOG, AMZN, PLTR, ISRG, ORCL |
| Q4 2025 | 20 | $68.9M | GOOG, PLTR, ISRG, ORCL, IMPP |
| Q3 2025 | 18 | $69.1M | ORCL, GOOG, PLTR, IMPP, ISRG |
| Q2 2025 | 18 | $53.3M | ORCL, PLTR, ISRG, GOOG, CORZ |
| Q1 2025 | 41 | $44.9M | GOOG, ISRG, ORCL, PLTR, IMPP |
| Q4 2024 | 35 | $38.2M | ORCL, ISRG, PLTR, IMPP, CORZ |
| Q3 2024 | 38 | $54.5M | ORCL, ISRG, IMPP, PLTR, CPRI |
| Q2 2024 | 55 | $59.3M | ORCL, ISRG, AAPL, NVDA, ENVX |
| Q1 2024 | 56 | $56.1M | ORCL, AAPL, ISRG, MSFT, MNST |