Deuterium Capital Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Deuterium Capital Management, LLC reported 18 stock positions worth $69.1 million. Its top holding was Oracle (ORCL) at 20.4% of the portfolio, followed by Alphabet Class C (GOOG, 19.0%) and Palantir Technologies Class A (PLTR, 17.8%). Compared with Q2 2025, it added to 1. The biggest buy was Alphabet Class C (GOOG, shares +25%).
- Most Recent 13F
- Q2 2026
- Location
- Clearwater, FL
- CIK
- 0001860487
- Portfolio Value
- $69.1M (Q3 2025)
- SEC Filing
- 0001214659-25-016081 ↗ filed Nov 7, 2025
Holdings Value
Holdings 18 stocks · $69.1M
| ORCL Oracle Corp. | 20.35% | 50,000 | $14.1M | No change |
| GOOG Alphabet Inc. Class C | 19.04% | 54,000 | $13.2M | Add +25.0% |
| PLTR Palantir Technologies Inc. Class A | 17.82% | 67,500 | $12.3M | No change |
| IMPP Imperial Petroleum Inc. | 11.08% | 1,601,812 | $7.7M | No change |
| ISRG Intuitive Surgical Inc. | 9.99% | 15,425 | $6.9M | No change |
| CORZ Core Scientific Inc. | 7.79% | 300,000 | $5.4M | No change |
| NKTR Nektar Therapeutics | 3.08% | 37,349 | $2.1M | No change |
| ENVX Enovix Corp. | 2.00% | 138,375 | $1.4M | No change |
| URA Global X Uranium ETF | 1.87% | 27,169 | $1.3M | No change |
| ETHA iShares Ethereum Trust ETF | 1.37% | 30,000 | $945K | No change |
| URNM Sprott Uranium Miners ETF | 1.31% | 15,000 | $906K | No change |
| SIRI Sirius XM Holdings Inc. | 0.99% | 29,312 | $682K | No change |
| UEC Uranium Energy Corp. | 0.81% | 41,835 | $558K | No change |
| VAL Valaris Ltd. | 0.71% | 10,000 | $488K | No change |
| PSCE Invesco S&P Smallcap Energy | 0.56% | 9,000 | $384K | No change |
| ETHE Grayscale Ethereum Staking E | 0.50% | 10,000 | $343K | No change |
| DNN Denison Mines Corp. | 0.48% | 120,243 | $331K | No change |
| RIG Transocean Ltd. | 0.27% | 60,000 | $187K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
| GOOG Alphabet Inc. Class C | Add +25.0% | 19.04% | +4.65 |
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 |