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Portfolio (Quarterly) Guide ↗

ONCE CAPITAL MANAGEMENT, LLC

· CIK 0001712892
13F Portfolio $1.2B AUM 24 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 5 Added 2 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ASTS AST SPACEMOBILE INC Technology 816,500.0 $72.6M 5.96% +26K +3.3% $88.86 -23.1%
2 RKLB ROCKET LAB CORP Industrials 645,000.0 $65.6M 5.38% +27K +4.4% $101.65 -27.1%
3 PL PLANET LABS PBC Industrials 398,000.0 $13.2M 1.08% +293K +279.1% $33.13 -32.9%
4 SMR NUSCALE PWR CORP Utilities 680,000.0 $6.8M 0.56% +117K +20.8% $10.03 -5.5%
5 SYM SYMBOTIC INC Industrials 50,000.0 $2.2M 0.18% +10K +25.0% $44.95 -6.0%

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 71.1%
Industrials 16.2%
Consumer Cyclical 5.9%
Communication Services 3.6%
Utilities 1.3%
Financial Services 1.1%
Energy 0.8%