Investor
ONCE CAPITAL MANAGEMENT, LLC
CIK 0001712892 · filed 2026-05-06 · SEC filing
13F book
$373.6M
Positions
22
4 new · 1 sold
Largest name
26.2%
Nvidia Corp · NVDA
Est. mark
−$22.2M
Price effect on 18 names still held. Flow −$770.4K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 562K | $98M | 26.2% | −$6.8M | Held |
| AST SpaceMobile, Inc. | ASTS | 790.5K | $65.5M | 17.5% | $8.09M | Held |
| Rocket Lab Corp | RKLB | 618K | $39.7M | 10.6% | −$3.08M | Added$901.4K |
| Advanced Micro Devices Inc | AMD | 125.3K | $25.5M | 6.8% | −$1.34M | Held |
| Apple Inc. | AAPL | 80.9K | $20.5M | 5.5% | −$1.46M | Held |
| Crowdstrike Hldgs Inc | — | 51K | $19.9M | 5.3% | −$4M | Held |
| Spotify Technology S.A. | SPOT | 40.1K | $19.4M | 5.2% | −$3.84M | Held |
| Marvell Technology, Inc. | MRVL | 167K | $16.5M | 4.4% | $2.35M | Cut$1.09M |
| Amazon Com Inc | AMZN | 70.8K | $14.7M | 3.9% | −$1.6M | Held |
| Microsoft Corp | MSFT | 33.2K | $12.3M | 3.3% | −$3.77M | Held |
| Tesla, Inc. | TSLA | 32K | $11.9M | 3.2% | −$2.38M | Added−$1.82M |
| Nuscale Pwr Corp | — | 563.1K | $6.1M | 1.6% | −$1.51M | Added−$310.8K |
| Grayscale Bitcoin Trust Etf | GBTC | 107.7K | $5.68M | 1.5% | −$1.68M | Held |
| Intuitive Machines, Inc. | LUNR | 240K | $4.45M | 1.2% | — | New |
| Planet Labs Pbc | PL | 105K | $2.93M | 0.8% | — | New |
| ServiceNow, Inc. | NOW | 25K | $2.61M | 0.7% | −$1.22M | Cut−$2.79M |
| Centrus Energy Corp | LEU | 14K | $2.43M | 0.7% | — | New |
| Symbotic Inc. | SYM | 40K | $2.13M | 0.6% | −$21.4K | Added$1.93M |
| Energy Fuels Inc | UUUU | 110K | $2.01M | 0.5% | $222.6K | Added$1.14M |
| Grayscale Bitcoin Mini Tr Et | — | 21.5K | $646K | 0.2% | −$188.3K | Held |
| BWX Technologies, Inc. | BWXT | 2.5K | $511.2K | 0.1% | — | New |
| Richtech Robotics Inc. | RR | 20K | $41.8K | 0.0% | −$22.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.