Deuterium Capital Management
Deuterium Capital Management reported 24 stocks worth $92.4M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are GOOG (23.9%), AMZN (13.9%) and ISRG (11.6%). Compared with Q1 2026, the fund opened new positions in NTLA and FLY, added to GOOG, ISRG and UUUU, trimmed IMPP and sold out of CORZ, TGT and NKTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG Alphabet Inc | $22.1M | 23.9% | 62K | +7,812 (+14%) | 6 of 8 | |
| 2 |  AMZN Amazon Com Inc | $12.9M | 13.9% | 54K | No change | 2 of 8 | |
| 3 |  ISRG Intuitive Surgical Inc | $10.7M | 11.6% | 27K | +12K (+75%) | 8 of 8 | |
| 4 |  PLTR Palantir Technologies Inc | $6.8M | 7.4% | 59K | No change | 8 of 8 | |
| 5 |  MP MP Materials | $5.6M | 6.1% | 100K | No change | 2 of 8 | |
| 6 |  ORCL Oracle Corp | $5.3M | 5.7% | 36K | No change | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $3.8M | 4.1% | 19K | No change | 3 of 8 | |
| 8 |  COST Costco Whsl Corp New | $3.8M | 4.1% | 4,050 | No change | 3 of 8 | |
| 9 |  IMPP Imperial Pete Inc | $3.6M | 3.9% | 790K | −37K (−4%) | 8 of 8 | |
| 10 |  UUUU Energy Fuels Inc | $2.9M | 3.1% | 200K | +150K (+300%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Deuterium Capital Management 13F FAQ
What does Deuterium Capital Management own?
Deuterium Capital Management reported 24 stocks worth $92.4M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are GOOG (23.9%), AMZN (13.9%) and ISRG (11.6%). The table above lists every position in the filing (the top 10 without an account).
What did Deuterium Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 3 added to, 1 trimmed and 4 sold out. New positions include NTLA and FLY. It sold all of CORZ, TGT and NKTR.
When will Deuterium Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Deuterium Capital Management's portfolio worth?
The Q2 2026 filing reports $92.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.