Deuterium Capital Management, LLC — 13F holdings

Deuterium Capital Management, LLC reported 24 holdings worth $92.4M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. GOOG ALPHABET INC — $22.1M (23.9%)
2. AMZN AMAZON COM INC — $12.9M (13.9%)
3. ISRG INTUITIVE SURGICAL INC — $10.7M (11.6%)
4. PLTR PALANTIR TECHNOLOGIES INC — $6.84M (7.4%)
5. MP MP MATERIALS CORP — $5.60M (6.1%)
6. ORCL ORACLE CORP — $5.28M (5.7%)
7. NVDA NVIDIA CORPORATION — $3.80M (4.1%)
8. COST COSTCO WHSL CORP NEW — $3.79M (4.1%)
9. IMPP IMPERIAL PETE INC — $3.64M (3.9%)
10. UUUU ENERGY FUELS INC — $2.90M (3.1%)