Once Capital Management, LLC Portfolio Holdings by Sector
Once Capital Management, LLC
- $303 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
NVDA AMD MRVL 3 stocks |
$119,021
39.3% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CRWD MSFT 2 stocks |
$42,488
14.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
ASTS 1 stocks |
$32,267
10.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
SPOT 1 stocks |
$30,770
10.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
SNOW NOW 2 stocks |
$24,454
8.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$16,598
5.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$15,532
5.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
GBTC 1 stocks |
$9,136
3.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
SMR 1 stocks |
$7,836
2.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$4,764
1.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|