Once Capital Management, LLC — 13F holdings

Once Capital Management, LLC reported 24 holdings worth $1.22B in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

1. NVIDIA CORPORATION — $699M (57.3%)
2. NVDA NVIDIA CORPORATION — $112M (9.2%)
3. AMD ADVANCED MICRO DEVICES INC — $72.8M (6.0%)
4. ASTS AST SPACEMOBILE INC — $72.6M (6.0%)
5. RKLB ROCKET LAB CORP — $65.6M (5.4%)
6. CRWD CROWDSTRIKE HLDGS INC — $38.9M (3.2%)
7. MRVL MARVELL TECHNOLOGY INC — $28.8M (2.4%)
8. AAPL APPLE INC — $23.4M (1.9%)
9. SPOT SPOTIFY TECHNOLOGY S A — $18.4M (1.5%)
10. AMZN AMAZON COM INC — $16.9M (1.4%)