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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
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UEC URANIUM ENERGY CORP Energy 41,835.0 $446K 0.48% $10.66 +24.9%
22 DNN DENISON MINES CORP Energy 120,243.0 $368K 0.40% $3.06 +23.5%
23 RIG TRANSOCEAN LTD Energy 60,000.0 $293K 0.32% $4.89 +17.6%
24 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 10,000.0 $128K 0.14% $12.76 +56.2%
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 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%