Once Capital Management, LLC 13F 持仓 · 2026年Q2
Once Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 12.18 亿美元。前几大持仓：NVDA（57.33%）、NVDA（9.23%）、AMD（5.97%）。本季前 25 大持仓中：新建仓 3 只、增持 5 只、减持 2 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $698.6M | 57.33% | 3.5M | 新建仓 |
| 2 | NVDA | NVIDIA CORPORATION | $112.5M | 9.23% | 562,000 | 持平 |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $72.8M | 5.97% | 125,300 | 持平 |
| 4 | ASTS | AST SPACEMOBILE INC | $72.6M | 5.95% | 816,500 | 增持 |
| 5 | RKLB | ROCKET LAB CORP | $65.6M | 5.38% | 645,000 | 增持 |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | $38.9M | 3.19% | 51,000 | 持平 |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $28.8M | 2.36% | 96,700 | 减持 |
| 8 | AAPL | APPLE INC | $23.4M | 1.92% | 80,900 | 持平 |
| 9 | SPOT | SPOTIFY TECHNOLOGY S A | $18.4M | 1.51% | 40,100 | 持平 |
| 10 | AMZN | AMAZON COM INC | $16.9M | 1.38% | 70,800 | 持平 |
| 11 | TSLA | TESLA INC | $13.5M | 1.10% | 32,000 | 持平 |
| 12 | PL | PLANET LABS PBC | $13.2M | 1.08% | 398,000 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $12.4M | 1.02% | 33,200 | 持平 |
| 14 | PLWS | PLANET LABS PBC | $9.9M | 0.82% | 300,000 | 新建仓 |
| 15 | SMR | NUSCALE PWR CORP | $6.8M | 0.56% | 680,000 | 增持 |
| 16 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $4.9M | 0.40% | 107,700 | 持平 |
| 17 | LEU | CENTRUS ENERGY CORP | $2.4M | 0.19% | 14,000 | 持平 |
| 18 | SYM | SYMBOTIC INC | $2.2M | 0.18% | 50,000 | 增持 |
| 19 | UUUU | ENERGY FUELS INC | $1.6M | 0.13% | 110,000 | 持平 |
| 20 | LUNR | INTUITIVE MACHINES INC | $1.1M | 0.09% | 50,000 | 减持 |
| 21 | NOVT | NOVANTA INC | $1.1M | 0.09% | 6,600 | 新建仓 |
| 22 | BTC | GRAYSCALE BITCOIN MINI TR ET | $558,963 | 0.05% | 21,540 | 持平 |
| 23 | BWXT | BWX TECHNOLOGIES INC | $486,625 | 0.04% | 2,500 | 持平 |
| 24 | NOW | SERVICENOW INC | $0 | 0.00% | 0 | 清仓 |
| 25 | RR | RICHTECH ROBOTICS INC | $42,200 | 0.00% | 20,000 | 持平 |
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