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Portfolio (Quarterly) Guide ↗

Deuterium Capital Management, LLC

· CIK 0001860487
13F Portfolio $86M AUM 26 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 1 Added 2 Reduced
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MTRN MATERION CORP Basic Materials 4,540.0 $657K 0.76% NEW $144.65 +66.3%
22 UEC URANIUM ENERGY CORP Energy 41,835.0 $565K 0.66% $13.50 -14.7%
23 DNN DENISON MINES CORP Energy 120,243.0 $424K 0.49% $3.53 -3.4%
24 RIG TRANSOCEAN LTD Energy 60,000.0 $398K 0.46% $6.63 -9.2%
25 SEADRILL LTD 5,000.0 $228K 0.27% NEW $45.50
26 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 10,000.0 $171K 0.20% $17.07 +18.6%
Page 2 of 2  ·  26 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 37.9%
Consumer Cyclical 17.4%
Healthcare 14.9%
Consumer Defensive 10.0%
Basic Materials 8.5%
Energy 5.1%
Financial Services 5.0%
Industrials 1.1%