13F Insight
DOSSIER · 13F-HR · Q2 2026

Deuterium Capital Management, LLC

$92M in tracked AUM across 24 positions as of Q2 2026.

DC
CIK 0001860487 · last filed Jun 30, 2026
Total AUM
$92M
as of Q2 2026
Holdings
24
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Deuterium Capital Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$22M62K23.9%02
AMZN
AMAZON COM INC
$13M54K13.9%03
ISRG
INTUITIVE SURGICAL INC
$11M27K11.6%04
PLTR
PALANTIR TECHNOLOGIES INC
$7M59K7.4%05
MP
MP MATERIALS CORP
$6M100K6.1%06
ORCL
ORACLE CORP
$5M36K5.7%07
NVDA
NVIDIA CORPORATION
$4M19K4.1%08
COST
COSTCO WHOLESALE CORPORATION
$4M4K4.1%09
Y3894J187
IMPERIAL PETE INC
$4M790K3.9%10
UUUU
ENERGY FUELS INC
$3M200K3.1%

Filing history

2026Q2Jun 30
$92M▲ 7.5%
24 positionsView →2026Q1Mar 31
$86M▲ 24.7%
26 positionsView →2025Q4Dec 31
$69M▼ 0.2%
20 positionsView →2025Q3Sep 30
$69M▲ 29.7%
18 positionsView →2025Q2Jun 30
$53M▲ 58.7%
18 positionsLocked2025Q1Mar 31
$34M▼ 12.0%
28 positionsLocked2024Q4Dec 31
$38M▼ 30.0%
35 positionsLocked2024Q3Sep 30
$55M▼ 8.1%
38 positionsLocked2024Q2Jun 30
$59M▲ 5.8%
55 positionsLocked2024Q1Mar 31
$56M▲ 85.3%
56 positionsLocked2023Q4Dec 31
$30M▼ 27.3%
53 positionsLocked2023Q3Sep 30
$42M▼ 46.1%
61 positionsLocked
Showing 12 of 19