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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 LUNR INTUITIVE MACHINES INC Industrials 240,000.0 $4.5M 1.19% NEW $18.56 +12.9%
2 PL PLANET LABS PBC Industrials 105,000.0 $2.9M 0.79% NEW $27.95 +2.1%
3 LEU CENTRUS ENERGY CORP Energy 14,000.0 $2.4M 0.65% NEW $173.59 +2.3%
4 BWXT BWX TECHNOLOGIES INC Industrials 2,500.0 $511K 0.14% NEW $204.49 +2.6%

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%