Deuterium Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Deuterium Capital Management, LLC reported 26 stock positions worth $86.0 million. Its top holding was Alphabet Class C (GOOG) at 18.0% of the portfolio, followed by Amazon.com (AMZN, 13.1%) and Palantir Technologies Class A (PLTR, 10.0%). Compared with Q4 2025, it opened 8 new positions, sold out of 2, added to 1 and reduced 2. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale Imperial Petroleum (IMPP, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- Clearwater, FL
- CIK
- 0001860487
- Portfolio Value
- $86.0M (Q1 2026)
- SEC Filing
- 0001214659-26-006113 ↗ filed May 14, 2026
Holdings Value
Holdings 26 stocks · $86.0M
| GOOG Alphabet Inc. Class C | 18.02% | 54,000 | $15.5M | No change |
| AMZN Amazon.com Inc. | 13.08% | 54,000 | $11.2M | New |
| PLTR Palantir Technologies Inc. Class A | 9.98% | 58,630 | $8.6M | No change |
| ISRG Intuitive Surgical Inc. | 8.27% | 15,425 | $7.1M | No change |
| ORCL Oracle Corp. | 6.16% | 36,000 | $5.3M | No change |
| MP MP Materials Corp. | 5.61% | 100,000 | $4.8M | New |
| CORZ Core Scientific Inc. | 5.22% | 300,000 | $4.5M | No change |
| COST Costco Wholesale Corp. | 4.69% | 4,050 | $4.0M | No change |
| IMPP Imperial Petroleum Inc. | 4.12% | 826,754 | $3.5M | Reduce -48.3% |
| NVDA Nvidia Corp. | 3.85% | 18,990 | $3.3M | No change |
| ETHA iShares Ethereum Trust ETF | 3.55% | 192,708 | $3.1M | Add +237.8% |
| MSFT Microsoft Corp. | 3.23% | 7,500 | $2.8M | New |
| TGT Target Corp. | 2.82% | 20,000 | $2.4M | New |
| URA Global X Uranium ETF | 1.53% | 27,169 | $1.3M | No change |
| NKTR Nektar Therapeutics | 1.51% | 18,000 | $1.3M | Reduce -51.8% |
| CRSP Crispr Therapeutics AG | 1.38% | 25,000 | $1.2M | New |
| VAL Valaris Ltd. | 1.14% | 10,000 | $980K | No change |
| URNM Sprott Uranium Miners ETF | 1.10% | 15,000 | $947K | No change |
| UUUU Energy Fuels Inc. | 1.06% | 50,000 | $913K | New |
| ENVX Enovix Corp. | 0.83% | 138,375 | $717K | No change |
| MTRN Materion Corp. | 0.76% | 4,540 | $657K | New |
| UEC Uranium Energy Corp. | 0.66% | 41,835 | $565K | No change |
| DNN Denison Mines Corp. | 0.49% | 120,243 | $424K | No change |
| RIG Transocean Ltd. | 0.46% | 60,000 | $398K | No change |
| SDRL Seadrill Limited | 0.26% | 5,000 | $228K | New |
| ETHE Grayscale Ethereum Staking E | 0.20% | 10,000 | $171K | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| AMZN Amazon.com Inc. | New | 13.08% | +13.08 |
| MP MP Materials Corp. | New | 5.61% | +5.61 |
| MSFT Microsoft Corp. | New | 3.23% | +3.23 |
| TGT Target Corp. | New | 2.82% | +2.82 |
| ETHA iShares Ethereum Trust ETF | Add +237.8% | 3.55% | +1.69 |
| CRSP Crispr Therapeutics AG | New | 1.38% | +1.38 |
| UUUU Energy Fuels Inc. | New | 1.06% | +1.06 |
| MTRN Materion Corp. | New | 0.76% | +0.76 |
| SDRL Seadrill Limited | New | 0.26% | +0.26 |
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 |