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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
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LUNR INTUITIVE MACHINES INC Industrials 50,000.0 $1.1M 0.09% -190K -79.2% $21.39 -12.3%
22 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 21,540.0 $559K 0.05% $25.95 +30.9%
23 BWXT BWX TECHNOLOGIES INC Industrials 2,500.0 $487K 0.04% $194.65 -19.6%
24 RR RICHTECH ROBOTICS INC Industrials 20,000.0 $42K 0.00% $2.11 -19.8%
Page 2 of 2  ·  24 positions

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%