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Portfolio (Quarterly) Guide ↗

ONCE CAPITAL MANAGEMENT, LLC

· CIK 0001712892
13F Portfolio $374M AUM 22 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 5 Added 2 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RKLB ROCKET LAB CORP Industrials 618,000.0 $39.7M 10.62% +62K +11.2% $64.22 +48.1%
2 TSLA TESLA INC Consumer Cyclical 32,000.0 $11.9M 3.18% +2K +4.9% $371.75 +2.7%
3 SMR NUSCALE PWR CORP Utilities 563,100.0 $6.1M 1.63% +110K +24.4% $10.84 +0.2%
4 SYM SYMBOTIC INC Industrials 40,000.0 $2.1M 0.57% +37K +1076.5% $53.20 -27.5%
5 UUUU ENERGY FUELS INC Energy 110,000.0 $2.0M 0.54% +50K +83.3% $18.25 -11.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 69.8%
Industrials 13.3%
Consumer Cyclical 7.1%
Communication Services 5.2%
Financial Services 1.7%
Utilities 1.6%
Energy 1.2%