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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 CALL NVIDIA CORPORATION 3,491,300.0 $698.6M 57.33% NEW $200.09
2 CALL PLANET LABS PBC 300,000.0 $9.9M 0.82% NEW $33.13
3 NOVT NOVANTA INC Technology 6,600.0 $1.1M 0.09% NEW $162.24 -10.5%

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%