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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 MRVL MARVELL TECHNOLOGY INC Technology 167,000.0 $16.5M 4.43% -15K -8.1% $99.05 +181.7%
2 NOW SERVICENOW INC Technology 25,000.0 $2.6M 0.70% -10K -29.1% $104.55 -8.2%

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%