ONCE CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
22 positions ·
$373,613,121 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
562,000 | $98,012,800 | 26.23% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
790,500 | $65,508,735 | 17.53% | |
| RKLB |
Rocket Lab Corp
Industrials
|
618,000 | $39,687,960 | 10.62% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
125,300 | $25,489,779 | 6.82% | |
| AAPL |
Apple Inc.
Technology
|
80,900 | $20,531,611 | 5.50% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
51,000 | $19,910,910 | 5.33% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
40,100 | $19,444,891 | 5.20% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
167,000 | $16,541,350 | 4.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
70,800 | $14,745,516 | 3.95% | |
| MSFT |
Microsoft Corp
Technology
|
33,200 | $12,289,644 | 3.29% |
Portfolio Trend
18 quarters · across all stocks
Holdings in RKLB
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,687,960 | 618,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $38,786,560 | 556,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $26,637,960 | 556,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $19,351,570 | 541,000 | Shares | Sole | 2025-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||