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Deuterium Capital Management, LLC

CIK:0001860487
Investment Adviser
$692M AUM
18 holdings
Clearwater, FL, United States
Founded:2017
8 employees
Latest filing:Jun 30, 2025

Deuterium Capital Management, LLC is a privately held investment advisory firm headquartered in Clearwater, Florida, with a secondary office in London. Founded in 2017, the firm employs approximately 8 professionals. Deuterium specializes in empirical, data-driven investment management and serves institutional investors and high-net-worth clients. Their approach leverages quantitative analysis, proprietary systems, and academic theory, blending data science with thematic insights to inform investment decisions.

Investment Strategy

Deuterium Capital Management employs rigorous empirical analysis and extensive use of data science over large datasets, constantly innovating its proprietary methods. The firm synthesizes market and economic insights from a wide network of thought leaders and channels. Investment decisions are built upon strong risk management and seek convex, asymmetrically protected returns. Their process includes both quantitative and qualitative selection, with economic forecasts rooted in understanding individual choices, and a focus on dynamic growth combining technology with human judgment.

Top Buys
O
ORCLORACLE CORP
+$3.9M
P
PLTRPALANTIR TECHNOLOGIES INC
+$3.5M
C
CORZCORE SCIENTIFIC INC NEW
+$2.1M
I
IMPPIMPERIAL PETE INC
+$1.1M
N
NKTRNEKTAR THERAPEUTICS
+$965.1K
Top Sells
C
CPRICAPRI HOLDINGS LIMITED
-$1.2M
G
GOOGALPHABET INC
-$773.2K
N
NKTRNEKTAR THERAPEUTICS
-$381.0K
A
ACIALBERTSONS COS INC
-$329.9K
C
CPNGCOUPANG INC
-$274.1K

Top Holdings

O
ORCLORACLE CORP
+20.5%$10.9M
P
PLTRPALANTIR TECHNOLOGIES INC
+17.3%$9.2M
I
ISRGINTUITIVE SURGICAL INC
+15.7%$8.4M
G
GOOGALPHABET INC
+14.4%$7.7M
C
CORZCORE SCIENTIFIC INC NEW
+9.6%$5.1M

Equity Positions (18)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
O
ORCL
ORACLE CORP20.51%$10.9M50,000$130.23$218.63+$3.9M
P
PLTR
PALANTIR TECHNOLOGIES INC17.27%$9.2M67,500$15.33$136.32+$3.5M
I
ISRG
INTUITIVE SURGICAL INC15.73%$8.4M15,425$387.51$543.41+$742.6K
G
GOOG
ALPHABET INC14.38%$7.7M43,200$156.23$177.39-$773.2K
C
CORZ
CORE SCIENTIFIC INC NEW9.61%$5.1M300,000$9.25$17.07+$2.1M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+37.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+28.8%
ORTHOPEDIC, PROSTHETIC & SURGICAL APPLIANCES & SUPPLIES
+15.7%
FINANCE SERVICES
+10.0%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+9.6%