Deuterium Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Deuterium Capital Management, LLC reported 41 stock positions worth $44.9 million. Its top holding was Alphabet Class C (GOOG) at 18.8% of the portfolio, followed by Intuitive Surgical (ISRG, 17.0%) and Oracle (ORCL, 15.6%). Compared with Q4 2024, it opened 13 new positions, sold out of 7, added to 5 and reduced 2. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale Oracle (ORCL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Clearwater, FL
- CIK
- 0001860487
- Portfolio Value
- $44.9M (Q1 2025)
- SEC Filing
- 0001214659-25-007136 ↗ filed May 8, 2025
Holdings Value
Holdings 41 stocks · $44.9M
| GOOG Alphabet Inc. Class C | 18.79% | 54,000 | $8.4M | New |
| ISRG Intuitive Surgical Inc. | 17.01% | 15,425 | $7.6M | No change |
| ORCL Oracle Corp. | 15.57% | 50,000 | $7.0M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 12.69% | 67,500 | $5.7M | No change |
| IMPP Imperial Petroleum Inc. | 8.48% | 1,553,450 | $3.8M | Add +11.5% |
| CORZ Core Scientific Inc. | 6.69% | 415,000 | $3.0M | Add +117.6% |
| ENVX Enovix Corp. | 2.94% | 179,776 | $1.3M | Add +7.3% |
| CPRI Capri Holdings Ltd. | 2.63% | 59,918 | $1.2M | Reduce -1.8% |
| SIRI Sirius XM Holdings Inc. | 1.47% | 29,312 | $661K | No change |
| URA Global X Uranium ETF | 1.39% | 27,169 | $623K | No change |
| URNM Sprott Uranium Miners ETF | 1.08% | 15,000 | $487K | No change |
| ETHA iShares Ethereum Trust ETF | 0.92% | 30,000 | $415K | Add +200.0% |
| VAL Valaris Ltd. | 0.87% | 10,000 | $393K | No change |
| NKTR Nektar Therapeutics | 0.85% | 560,235 | $381K | New |
| PSCE Invesco S&P Smallcap Energy | 0.84% | 9,000 | $377K | No change |
| ACI Albertsons Cos Inc. Class A | 0.73% | 15,000 | $330K | No change |
| CPNG Coupang Inc. | 0.61% | 12,500 | $274K | No change |
| BMA Banco Macro SA-ADR | 0.49% | 2,893 | $218K | New |
| UEC Uranium Energy Corp. | 0.45% | 41,835 | $200K | No change |
| BOOM DMC Global Inc. | 0.43% | 23,000 | $194K | No change |
| PGY Pagaya Technologies Ltd. Class A | 0.43% | 18,367 | $192K | No change |
| RIG Transocean Ltd. | 0.42% | 60,000 | $190K | No change |
| EPIX Essa Pharma Inc. | 0.39% | 110,412 | $174K | New |
| SD Sandridge Energy Inc. | 0.38% | 15,000 | $171K | No change |
| TDOC Teladoc Health Inc. | 0.35% | 20,000 | $159K | New |
| DNN Denison Mines Corp. | 0.35% | 120,243 | $156K | No change |
| ETHE Grayscale Ethereum Staking E | 0.34% | 10,000 | $152K | No change |
| IRS Irsa -SP ADR filed as IRSA INVERSIONES Y REP S A | 0.30% | 10,574 | $136K | New |
| KRON Kronos Bio Inc. | 0.27% | 146,745 | $121K | New |
| CRESY Cresud S.A.-Spons ADR | 0.25% | 10,302 | $114K | New |
| LOMA Loma Negra Cia Ind-Spon ADR | 0.25% | 10,026 | $110K | New |
| ALLK Allakos LLC | 0.24% | 473,439 | $108K | New |
| IKENA ONCOLOGY INC | 0.23% | 80,579 | $103K | No change |
| VALE Vale SA-SP ADR | 0.22% | 10,000 | $100K | New |
| YI 111 Inc. | 0.18% | 10,000 | $81K | New |
| COUR Coursera Inc. | 0.17% | 11,435 | $76K | No change |
| APPS Digital Turbine Inc. | 0.09% | 15,527 | $42K | Add +2.8% |
| NMG Nouveau Monde Graphite Inc. | 0.08% | 24,143 | $36K | No change |
| JMIA Jumia Technologies AG-ADR | 0.06% | 12,380 | $27K | New |
| OPEN Opendoor Technologies Inc. | 0.04% | 18,100 | $18K | No change |
| STEM Stem Inc. | 0.01% | 12,000 | $4K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| ORCL Oracle Corp. | Reduce -0.4% | 15.57% | −6.63 |
| NSLR Neostellar Capital Corp. | Sold out | 0.00% | −0.79 |
| VTLE Vital Energy Inc. | Sold out | 0.00% | −0.73 |
| CPRI Capri Holdings Ltd. | Reduce -1.8% | 2.63% | −0.68 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.66 |
| LQDA Liquidia Corp. | Sold out | 0.00% | −0.31 |
| MKTW Marketwise Inc. | Sold out | 0.00% | −0.03 |
| SCLX Scilex Holding Co. | Sold out | 0.00% | −0.02 |
| SENSEI BIOTHERAPEUTICS INC | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| GOOG Alphabet Inc. Class C | New | 18.79% | +18.79 |
| NKTR Nektar Therapeutics | New | 0.85% | +0.85 |
| BMA Banco Macro SA-ADR | New | 0.49% | +0.49 |
| EPIX Essa Pharma Inc. | New | 0.39% | +0.39 |
| TDOC Teladoc Health Inc. | New | 0.35% | +0.35 |
| IRS Irsa -SP ADR | New | 0.30% | +0.30 |
| KRON Kronos Bio Inc. | New | 0.27% | +0.27 |
| ETHA iShares Ethereum Trust ETF | Add +200.0% | 0.92% | +0.26 |
| CRESY Cresud S.A.-Spons ADR | New | 0.25% | +0.25 |
| LOMA Loma Negra Cia Ind-Spon ADR | New | 0.25% | +0.25 |
| ALLK Allakos LLC | New | 0.24% | +0.24 |
| VALE Vale SA-SP ADR | New | 0.22% | +0.22 |
| YI 111 Inc. | New | 0.18% | +0.18 |
| JMIA Jumia Technologies AG-ADR | New | 0.06% | +0.06 |
| APPS Digital Turbine Inc. | Add +2.8% | 0.09% | +0.03 |
| CORZ Core Scientific Inc. | Add +117.6% | 6.69% | −0.42 |
| ENVX Enovix Corp. | Add +7.3% | 2.94% | −1.92 |
| IMPP Imperial Petroleum Inc. | Add +11.5% | 8.48% | −2.51 |
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 |