Deuterium Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Deuterium Capital Management, LLC reported 18 stock positions worth $53.3 million. Its top holding was Oracle (ORCL) at 20.5% of the portfolio, followed by Palantir Technologies Class A (PLTR, 17.3%) and Intuitive Surgical (ISRG, 15.7%). Compared with Q1 2025, it sold out of 23, added to 1 and reduced 3. The biggest buy was Imperial Petroleum (IMPP, shares +3%) and the biggest sale Alphabet Class C (GOOG, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- Clearwater, FL
- CIK
- 0001860487
- Portfolio Value
- $53.3M (Q2 2025)
- SEC Filing
- 0001214659-25-011399 ↗ filed Aug 4, 2025
Holdings Value
Holdings 18 stocks · $53.3M
| ORCL Oracle Corp. | 20.51% | 50,000 | $10.9M | No change |
| PLTR Palantir Technologies Inc. Class A | 17.27% | 67,500 | $9.2M | No change |
| ISRG Intuitive Surgical Inc. | 15.73% | 15,425 | $8.4M | No change |
| GOOG Alphabet Inc. Class C | 14.38% | 43,200 | $7.7M | Reduce -20.0% |
| CORZ Core Scientific Inc. | 9.61% | 300,000 | $5.1M | Reduce -27.7% |
| IMPP Imperial Petroleum Inc. | 9.26% | 1,601,812 | $4.9M | Add +3.1% |
| ENVX Enovix Corp. | 2.69% | 138,375 | $1.4M | Reduce -23.0% |
| URA Global X Uranium ETF | 1.98% | 27,169 | $1.1M | No change |
| NKTR Nektar Therapeutics | 1.81% | 37,349 | $965K | No change |
| URNM Sprott Uranium Miners ETF | 1.35% | 15,000 | $719K | No change |
| SIRI Sirius XM Holdings Inc. | 1.26% | 29,312 | $673K | No change |
| ETHA iShares Ethereum Trust ETF | 1.07% | 30,000 | $572K | No change |
| VAL Valaris Ltd. | 0.79% | 10,000 | $421K | No change |
| PSCE Invesco S&P Smallcap Energy | 0.66% | 9,000 | $350K | No change |
| UEC Uranium Energy Corp. | 0.53% | 41,835 | $284K | No change |
| DNN Denison Mines Corp. | 0.41% | 120,243 | $219K | No change |
| ETHE Grayscale Ethereum Staking E | 0.39% | 10,000 | $209K | No change |
| RIG Transocean Ltd. | 0.29% | 60,000 | $155K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| GOOG Alphabet Inc. Class C | Reduce -20.0% | 14.38% | −4.41 |
| CPRI Capri Holdings Ltd. | Sold out | 0.00% | −2.63 |
| ACI Albertsons Cos Inc. Class A | Sold out | 0.00% | −0.73 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.61 |
| BMA Banco Macro SA-ADR | Sold out | 0.00% | −0.49 |
| BOOM DMC Global Inc. | Sold out | 0.00% | −0.43 |
| PGY Pagaya Technologies Ltd. Class A | Sold out | 0.00% | −0.43 |
| EPIX Essa Pharma Inc. | Sold out | 0.00% | −0.39 |
| SD Sandridge Energy Inc. | Sold out | 0.00% | −0.38 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.35 |
| IRS Irsa -SP ADR | Sold out | 0.00% | −0.30 |
| KRON Kronos Bio Inc. | Sold out | 0.00% | −0.27 |
| ENVX Enovix Corp. | Reduce -23.0% | 2.69% | −0.25 |
| CRESY Cresud S.A.-Spons ADR | Sold out | 0.00% | −0.25 |
| LOMA Loma Negra Cia Ind-Spon ADR | Sold out | 0.00% | −0.25 |
| ALLK Allakos LLC | Sold out | 0.00% | −0.24 |
| IKENA ONCOLOGY INC | Sold out | 0.00% | −0.23 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.22 |
| YI 111 Inc. | Sold out | 0.00% | −0.18 |
| COUR Coursera Inc. | Sold out | 0.00% | −0.17 |
| APPS Digital Turbine Inc. | Sold out | 0.00% | −0.09 |
| NMG Nouveau Monde Graphite Inc. | Sold out | 0.00% | −0.08 |
| JMIA Jumia Technologies AG-ADR | Sold out | 0.00% | −0.06 |
| OPEN Opendoor Technologies Inc. | Sold out | 0.00% | −0.04 |
| STEM Stem Inc. | Sold out | 0.00% | −0.01 |
| CORZ Core Scientific Inc. | Reduce -27.7% | 9.61% | +2.92 |
Portfolio Buys Q1 2025 → Q2 2025
| IMPP Imperial Petroleum Inc. | Add +3.1% | 9.26% | +0.78 |
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 |