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Portfolio (Quarterly) Guide ↗

Deuterium Capital Management, LLC

· CIK 0001860487
13F Portfolio $92M AUM 24 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 3 Added 1 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NTLA INTELLIA THERAPEUTICS INC Healthcare 100,000.0 $1.7M 1.83% NEW $16.92 -20.4%
2 FLY FIREFLY AEROSPACE INC Industrials 20,000.0 $588K 0.64% NEW $29.40 -23.5%

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 28.9%
Healthcare 21.3%
Consumer Cyclical 19.9%
Basic Materials 10.7%
Energy 7.3%
Consumer Defensive 5.9%
Financial Services 3.7%
Industrials 2.2%