Deuterium Capital Management, LLC

Clearwater, FL · CIK 1860487 · 13F filing filed 2026-08-05

SEC-registered investment adviser since 2018 · limited liability company

Assets managed$603.7m
Staff8 · 2 in investment roles
Main clients (by assets)Private funds 47%, Charities 15%
Private funds2 (2 hedge) · $284.2m gross assets
Websitedeuterium.us
Form ADV · 2026-07-07SEC adviser record

Legal entityDeuterium Capital Management, LLC (US)

Kindhedge funds, futures
Others nearbyClearwater, FL, London

As an employer

Offices in2 countries
Private fundshedge 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Clearwater, FL (main office)United States	United States
LondonUnited Kingdom	United Kingdom	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$92.4m reported value +7.5% vs Q1 2026

24positions

83.9%in top 10

2 new 3 added 1 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	61,812	$22.1m23.90%	23.90%	Added +7.8k	+7,812 14.5%
2	AMAZON COM INC COM AMZN	AMZN	54,000	$12.9m13.93%	13.93%	Unchanged
3	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	27,000	$10.7m11.62%	11.62%	Added +11.6k	+11,575 75.0%
4	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	58,630	$6.8m7.40%	7.40%	Unchanged
5	MP MATERIALS CORP COM CL A MP	MP	100,000	$5.6m6.06%	6.06%	Unchanged
6	ORACLE CORP COM ORCL	ORCL	36,000	$5.3m5.71%	5.71%	Unchanged
7	NVIDIA CORPORATION COM NVDA	NVDA	18,990	$3.8m4.11%	4.11%	Unchanged
8	COSTCO WHSL CORP NEW COM COST	COST	4,050	$3.8m4.10%	4.10%	Unchanged
9	IMPERIAL PETE INC COM NEW IMPP	IMPP	790,000	$3.6m3.94%	3.94%	Reduced -36.8k	-36,754 -4.5%
10	ENERGY FUELS INC COM NEW UUUU	UUUU	200,000	$2.9m3.14%	3.14%	Added +150.0k	+150,000 300.0%
11	MICROSOFT CORP COM MSFT	MSFT	7,500	$2.8m3.03%	3.03%	Unchanged
12	ISHARES ETHEREUM TR SHS ETHA	ETHA	192,708	$2.3m2.48%	2.48%	Unchanged
13	INTELLIA THERAPEUTICS INC COM NTLA	NTLA	100,000	$1.7m1.83%	1.83%	New
14	CRISPR THERAPEUTICS AG NAMEN AKT CRSP	CRSP	25,000	$1.4m1.48%	1.48%	Unchanged
15	MATERION CORP COM MTRN	MTRN	4,540	$1.4m1.46%	1.46%	Unchanged
16	GLOBAL X FDS GLOBAL X URANIUM URA	URA	27,169	$1.2m1.29%	1.29%	Unchanged
17	ENOVIX CORPORATION COM ENVX	ENVX	138,375	$839.9k0.91%	0.91%	Unchanged
18	SPROTT FDS TR URANIUM MINERS E URNM	URNM	15,000	$788.9k0.85%	0.85%	Unchanged
19	VALARIS LTD CL A VAL	VAL	10,000	$726.0k0.79%	0.79%	Unchanged
20	FIREFLY AEROSPACE INC COM FLY	FLY	20,000	$588.0k0.64%	0.64%	New
21	URANIUM ENERGY CORP COM UEC	UEC	41,835	$446.0k0.48%	0.48%	Unchanged
22	DENISON MINES CORP COM DNN	DNN	120,243	$367.9k0.40%	0.40%	Unchanged
23	TRANSOCEAN LTD REGISTERED SHS RIG	RIG	60,000	$293.4k0.32%	0.32%	Unchanged
24	GRAYSCALE ETHEREUM TRUST ETF SHS ETHE	ETHE	10,000	$127.6k0.14%	0.14%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CORE SCIENTIFIC INC NEW CORZ	CORZ	300,000	$4.5m300.0k shares
TARGET CORP TGT	TGT	20,000	$2.4m20.0k shares
NEKTAR THERAPEUTICS NKTR	NKTR	18,000	$1.3m18.0k shares
SEADRILL LTD SDRL	SDRL	5,000	$227.5k5.0k shares