ONCE CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 17128922026Q2
| Positions | 24 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 24 (+2 vs prior quarter) |
|---|
| Reported value | $1.2bn (+226.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 562,000 | $112.5m | 9.2% |
| AMD ADVANCED MICRO DEVICES INC | 125,300 | $72.8m | 6.0% |
| ASTS AST SPACEMOBILE INC | 816,500 | $72.6m | 6.0% |
| RKLB ROCKET LAB CORP | 645,000 | $65.6m | 5.4% |
| CRWD CROWDSTRIKE HLDGS INC | 51,000 | $38.9m | 3.2% |
| MRVL MARVELL TECHNOLOGY INC | 96,700 | $28.8m | 2.4% |
| AAPL APPLE INC | 80,900 | $23.4m | 1.9% |
| SPOTIFY TECHNOLOGY S A | 40,100 | $18.4m | 1.5% |
| AMZN AMAZON COM INC | 70,800 | $16.9m | 1.4% |
| TSLA TESLA INC | 32,000 | $13.5m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1712892")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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