Deuterium Capital Management, LLC 13F 持仓 · 2026年Q2
Deuterium Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 9,239.27 万美元。前几大持仓：GOOG（23.90%）、AMZN（13.93%）、ISRG（11.62%）。本季前 25 大持仓中：新建仓 2 只、增持 3 只、减持 1 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $22.1M | 23.90% | 61,812 | 增持 |
| 2 | AMZN | AMAZON COM INC | $12.9M | 13.93% | 54,000 | 持平 |
| 3 | ISRG | INTUITIVE SURGICAL INC | $10.7M | 11.62% | 27,000 | 增持 |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | $6.8M | 7.40% | 58,630 | 持平 |
| 5 | MP | MP MATERIALS CORP | $5.6M | 6.06% | 100,000 | 持平 |
| 6 | ORCL | ORACLE CORP | $5.3M | 5.71% | 36,000 | 持平 |
| 7 | NVDA | NVIDIA CORPORATION | $3.8M | 4.11% | 18,990 | 持平 |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $3.8M | 4.10% | 4,050 | 持平 |
| 9 | IMPP | IMPERIAL PETE INC | $3.6M | 3.94% | 790,000 | 减持 |
| 10 | UUUU | ENERGY FUELS INC | $2.9M | 3.14% | 200,000 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $2.8M | 3.03% | 7,500 | 持平 |
| 12 | ETHA | ISHARES ETHEREUM TR | $2.3M | 2.48% | 192,708 | 持平 |
| 13 | NTLA | INTELLIA THERAPEUTICS INC | $1.7M | 1.83% | 100,000 | 新建仓 |
| 14 | CRSP | CRISPR THERAPEUTICS AG | $1.4M | 1.48% | 25,000 | 持平 |
| 15 | MTRN | MATERION CORP | $1.4M | 1.46% | 4,540 | 持平 |
| 16 | URA | GLOBAL X FDS | $1.2M | 1.29% | 27,169 | 持平 |
| 17 | ENVX | ENOVIX CORPORATION | $839,936 | 0.91% | 138,375 | 持平 |
| 18 | URNM | SPROTT FDS TR | $788,850 | 0.85% | 15,000 | 持平 |
| 19 | VAL | VALARIS LTD | $726,000 | 0.79% | 10,000 | 持平 |
| 20 | FLY | FIREFLY AEROSPACE INC | $588,000 | 0.64% | 20,000 | 新建仓 |
| 21 | UEC | URANIUM ENERGY CORP | $445,961 | 0.48% | 41,835 | 持平 |
| 22 | DNN | DENISON MINES CORP | $367,944 | 0.40% | 120,243 | 持平 |
| 23 | RIG | TRANSOCEAN LTD | $293,400 | 0.32% | 60,000 | 持平 |
| 24 | ETHE | GRAYSCALE ETHEREUM STAKING E | $127,600 | 0.14% | 10,000 | 持平 |
| 25 | CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR