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Deuterium Capital Management, LLC

Q3 2025 · Filed 2025-11-07
Market Value
$61M
+27.0%
Holdings
17
-21
New Purchases
0
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
95.2%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOG 21.41% 15.85% +5.56% $13M
NKTR 3.46% 2.00% +1.46% $2M
PLTR 20.04% 19.03% +1.01% $12M
ETHA 1.54% 1.18% +0.36% $945K
UEC 0.91% 0.59% +0.32% $558K
ORCL 22.89% 22.61% +0.28% $14M
ETHE 0.56% 0.43% +0.13% $343K
DNN 0.54% 0.45% +0.09% $331K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ISRG 11.23% 17.34% -6.11% $7M
CORZ 8.76% 10.59% -1.83% $5M
ENVX 2.25% 2.96% -0.71% $1M
SIRI 1.11% 1.39% -0.28% $682K
PSCE 0.62% 0.72% -0.10% $384K
VAL 0.79% 0.87% -0.08% $488K
URA 2.11% 2.18% -0.07% $1M
RIG 0.30% 0.32% -0.02% $187K
URNM 1.48% 1.49% -0.01% $906K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $40M 64.3%
Large Cap 1 $7M 11.2%
Mid Cap 9 $10M 16.6%
Small Cap 3 $4M 7.2%
Micro Cap 1 $384K 0.6%

Portfolio Analytics

Avg Market Cap
$333.6B
Median Market Cap
$6.4B
Avg P/E
46.2
Median P/E
31.4
Avg Dividend Yield
0.00%
Avg Beta
1.77
# Stocks
12
# ETFs / Funds
5

Top Holdings (17 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ORCL 22.89% 50,000 $14M $281.24 $3M
2 GOOG 21.41% 54,000 $13M $243.55 $5M +10,800 +25.0%
3 PLTR 20.04% 67,500 $12M $182.42 $3M
4 ISRG 11.23% 15,425 $7M $447.23 -$1M
5 CORZ 8.76% 300,000 $5M $17.94 $261K
6 NKTR 3.46% 37,349 $2M $56.90 $1M
7 ENVX 2.25% 138,375 $1M $9.97 -$51K
8 URA 2.11% 27,169 $1M $47.67 $241K
9 ETHA 1.54% 30,000 $945K $31.51 $373K
10 URNM 1.48% 15,000 $906K $60.43 $188K
11 SIRI 1.11% 29,312 $682K $23.28 $9K
12 UEC 0.91% 41,835 $558K $13.34 $274K
13 VAL 0.79% 10,000 $488K $48.77 $67K
14 PSCE 0.62% 9,000 $384K $42.62 $34K
15 ETHE 0.56% 10,000 $343K $34.27 $134K
16 DNN 0.54% 120,243 $331K $2.75 $112K
17 RIG 0.30% 60,000 $187K $3.12 $32K
View SEC EDGAR Filings for Deuterium Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms