What happened According to an SEC filing dated February 10, 2026, ONCE Capital Management, LLC increased its position in NuScale Power Corporation (NYSE:SMR) by 254,600 shares. The quarter-end value of the fund’s SMR holding fell by $716,841, a figure that includes both new purchases and changes in the stock price. What else to know This was a buy; SMR now accounts for 1.3160% of ONCE Capital Management, LLC’s 13F AUM Top five holdings after the filing: NASDAQ: NVDA: $104,813,000 (26.4% of AUM) NAS ...

Core Insights - NuScale Power is developing small modular reactors (SMRs) that are smaller, quicker to construct, and suitable for remote locations, making them a unique offering in the U.S. nuclear energy market [1] - The stock of NuScale Power surged 200% in 2025 due to supportive policies from the Trump administration and the U.S. Army's Janus program announcement, indicating strong investor interest [2] - As of November 13, 2025, NuScale Power shares were priced at $23.15, reflecting a 7.33% decline over the past year, underperforming the S&P 500 by 19.9 percentage points [3] Investment Activity - Samsung C&T Corp increased its holdings in NuScale Power by 2,578,702 shares in Q3 2025, raising the total stake to 5,185,804 shares valued at approximately $186.69 million [4] - Institutional investors like Samsung C&T are capitalizing on the nuclear energy boom driven by rising demand for clean energy from sectors such as AI data centers and semiconductor manufacturing [5] Market Potential - NuScale Power's commercialization partner, ENTRA1 Energy, is securing significant contracts, highlighting the growth potential for NuScale Power [6] - Despite the potential, NuScale Power has yet to bring its SMR technology to market and generate revenue, indicating possible stock volatility [6]