Deuterium Capital Management, LLC
Net seller this quarter
$92.4M
22
-$86K
83.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $22.1M | 23.90% | Not reported | +14.5% | Q4 2021 |
 AMZN | $12.9M | 13.93% | 0.00% | Not reported | Q4 2021 |
 ISRG | $10.7M | 11.62% | 0.01% | +75.0% | Q4 2021 |
 PLTR | $6.84M | 7.40% | 0.00% | Not reported | Q4 2021 |
 MP | $5.6M | 6.06% | 0.06% | Not reported | Q1 2022 |
 ORCL | $5.28M | 5.71% | 0.00% | Not reported | Q2 2023 |
 NVDA | $3.8M | 4.11% | 0.00% | Not reported | Q4 2021 |
 COST | $3.79M | 4.10% | 0.00% | Not reported | Q4 2022 |
| IMPP | $3.64M | 3.94% | 1.77% | -4.5% | Q4 2023 |
 UUUU | $2.9M | 3.14% | 0.08% | +300.0% | Q1 2026 |
 MSFT | $2.8M | 3.03% | 0.00% | Not reported | Q4 2021 |
 ETHA | $2.29M | 2.48% | 0.05% | Not reported | Q4 2024 |
 NTLA | $1.69M | 1.83% | 0.07% | New | Q2 2026 |
 CRSP | $1.36M | 1.48% | 0.03% | Not reported | Q4 2021 |
 MTRN | $1.35M | 1.46% | 0.02% | Not reported | Q1 2026 |
 ENVX | $840K | 0.91% | 0.06% | Not reported | Q1 2023 |
 VAL | $726K | 0.79% | 0.01% | Not reported | Q2 2023 |
 FLY | $588K | 0.64% | 0.01% | New | Q2 2026 |
 UEC | $446K | 0.48% | 0.01% | Not reported | Q4 2022 |
 DNN | $368K | 0.40% | 0.01% | Not reported | Q4 2021 |
 RIG | $293K | 0.32% | 0.01% | Not reported | Q3 2023 |
 ETHE | $128K | 0.14% | 0.01% | Not reported | Q3 2024 |
| Q1 2026 | |||||
| GOOG | $15.5M | 18.02% | Not reported | Not reported | Q4 2021 |
| AMZN | $11.2M | 13.08% | 0.00% | Not reported | Q4 2021 |
| PLTR | $8.58M | 9.98% | 0.00% | Not reported | Q4 2021 |
| ISRG | $7.11M | 8.27% | 0.00% | Not reported | Q4 2021 |
| ORCL | $5.3M | 6.16% | 0.00% | Not reported | Q2 2023 |
| MP | $4.83M | 5.61% | 0.06% | Not reported | Q1 2022 |
 CORZ | $4.49M | 5.22% | 0.09% | Not reported | Q2 2024 |
| COST | $4.04M | 4.69% | 0.00% | Not reported | Q4 2022 |
| IMPP | $3.54M | 4.12% | 1.85% | -48.3% | Q4 2023 |
| NVDA | $3.31M | 3.85% | 0.00% | Not reported | Q4 2021 |
| ETHA | $3.05M | 3.55% | 0.04% | +237.8% | Q4 2024 |
| MSFT | $2.78M | 3.23% | 0.00% | Not reported | Q4 2021 |
 TGT | $2.42M | 2.82% | 0.00% | New | Q1 2026 |
 NKTR | $1.3M | 1.51% | 0.09% | -51.8% | Q1 2025 |
| CRSP | $1.19M | 1.38% | 0.03% | Not reported | Q4 2021 |
| VAL | $980K | 1.14% | 0.01% | Not reported | Q2 2023 |
| UUUU | $913K | 1.06% | 0.02% | New | Q1 2026 |
| ENVX | $717K | 0.83% | 0.06% | Not reported | Q1 2023 |
| MTRN | $657K | 0.76% | 0.02% | New | Q1 2026 |
| UEC | $565K | 0.66% | 0.01% | Not reported | Q4 2022 |
| DNN | $424K | 0.49% | 0.01% | Not reported | Q4 2021 |
| RIG | $398K | 0.46% | 0.01% | Not reported | Q3 2023 |
 SDRL | $228K | 0.26% | 0.01% | Not reported | Q3 2023 |
| ETHE | $171K | 0.20% | 0.01% | Not reported | Q3 2024 |
| Q4 2025 | |||||
| GOOG | $16.9M | 24.58% | Not reported | Not reported | Q4 2021 |
| PLTR | $10.4M | 15.12% | 0.00% | -13.1% | Q4 2021 |
| ISRG | $8.74M | 12.67% | 0.00% | Not reported | Q4 2021 |
| ORCL | $7.02M | 10.18% | 0.00% | -28.0% | Q2 2023 |
| IMPP | $5.79M | 8.40% | 3.58% | -0.2% | Q4 2023 |
| CORZ | $4.37M | 6.34% | 0.10% | Not reported | Q2 2024 |
| NVDA | $3.54M | 5.14% | 0.00% | Not reported | Q4 2021 |
| COST | $3.49M | 5.07% | 0.00% | Not reported | Q4 2022 |
| NKTR | $1.58M | 2.29% | 0.18% | Not reported | Q1 2025 |
| ETHA | $1.28M | 1.86% | 0.01% | +90.1% | Q4 2024 |
| ENVX | $1.01M | 1.47% | 0.06% | Not reported | Q1 2023 |
 SIRI | $586K | 0.85% | 0.01% | Not reported | Q3 2024 |
| VAL | $504K | 0.73% | 0.01% | Not reported | Q2 2023 |
| UEC | $489K | 0.71% | 0.01% | Not reported | Q4 2022 |
| DNN | $320K | 0.46% | 0.01% | Not reported | Q4 2021 |
| RIG | $248K | 0.36% | 0.01% | Not reported | Q3 2023 |
| ETHE | $244K | 0.35% | 0.01% | Not reported | Q3 2024 |
| Q3 2025 | |||||
| ORCL | $14.1M | 20.35% | 0.00% | Not reported | Q2 2023 |
| GOOG | $13.2M | 19.04% | Not reported | +25.0% | Q4 2021 |
| PLTR | $12.3M | 17.82% | 0.00% | Not reported | Q4 2021 |
| IMPP | $7.66M | 11.08% | 4.65% | Not reported | Q4 2023 |
| ISRG | $6.9M | 9.99% | 0.00% | Not reported | Q4 2021 |
| CORZ | $5.38M | 7.79% | 0.10% | Not reported | Q2 2024 |
| NKTR | $2.13M | 3.08% | 0.19% | Not reported | Q1 2025 |
| ENVX | $1.38M | 2.00% | 0.06% | Not reported | Q1 2023 |
| ETHA | $945K | 1.37% | 0.01% | Not reported | Q4 2024 |
| SIRI | $682K | 0.99% | 0.01% | Not reported | Q3 2024 |
| UEC | $558K | 0.81% | 0.01% | Not reported | Q4 2022 |
| VAL | $488K | 0.71% | 0.01% | Not reported | Q2 2023 |
| ETHE | $343K | 0.50% | 0.01% | Not reported | Q3 2024 |
| DNN | $331K | 0.48% | 0.01% | Not reported | Q4 2021 |
| RIG | $187K | 0.27% | 0.01% | Not reported | Q3 2023 |