Connective Capital Management, LLC
Q2 2026 13F filing
Updated 31 days ago70 disclosed positions worth $141.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Q QQQ INVESCO QQQ TR | $35.8M | 48.6K | 25.24% | — |
| 2 | K KOLD PROSHARES TR | $10.2M | 105.9K | 7.22% | — |
| 3 | I ISRG INTUITIVE SURGICAL INC | $9.3M | 23.4K | 6.55% | — |
| 4 | A AMD ADVANCED MICRO DEVICES INC | $7.1M | 12.2K | 4.99% | — |
| 5 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $6.3M | 13.2K | 4.44% | — |
| 6 | D DASH DOORDASH INC | $5.8M | 31.6K | 4.10% | — |
| 7 | N NVDA NVIDIA CORPORATION | $5.8M | 29.0K | 4.09% | — |
| 8 | A AVGO BROADCOM INC | $5.7M | 15.1K | 4.02% | — |
| 9 | A AAPL APPLE INC | $5.6M | 19.4K | 3.95% | — |
| 10 | C COST COSTCO WHOLESALE CORPORATION | $5.6M | 5.9K | 3.91% | — |
| 11 | M MSFT MICROSOFT CORP | $5.4M | 14.4K | 3.77% | — |
| 12 | E ETHA ISHARES TR | $5.3M | 13.5K | 3.73% | — |
| 13 | Q QCOM QUALCOMM INC | $5.2M | 28.0K | 3.64% | — |
| 14 | M MRVL MARVELL TECHNOLOGY INC | $3.7M | 12.6K | 2.64% | — |
| 15 | G GOOGN ALPHABET INC | $2.4M | 6.7K | 1.68% | — |
| 16 | C CCJ CAMECO CORP | $1.9M | 18.8K | 1.35% | — |
| 17 | A AMZN AMAZON COM INC | $1.8M | 7.6K | 1.27% | — |
| 18 | M META META PLATFORMS INC | $1.8M | 3.1K | 1.24% | — |
| 19 | M MELI MERCADOLIBRE INC | $1.4M | 830 | 0.99% | — |
| 20 | V VFC UNUSUAL MACHS INC | $1.3M | 58.7K | 0.92% | — |
| 21 | S STT-PG SPDR SERIES TRUST | $1.1M | 6.7K | 0.75% | — |
| 22 | M MU MICRON TECHNOLOGY INC | $788K | 683 | 0.56% | — |
| 23 | D DOMH DOMINARI HOLDINGS INC | $764K | 243.2K | 0.54% | — |
| 24 | G GLD SPDR GOLD TR | $672K | 1.8K | 0.47% | — |
| 25 | S SNPS SYNOPSYS INC | $617K | 1.4K | 0.43% | — |
| 26 | H HODL VANECK ETF TRUST | $607K | 8.0K | 0.43% | — |
| 27 | L LRCX LAM RESEARCH CORP | $544K | 1.3K | 0.38% | — |
| 28 | G GRRRW GORILLA TECHNOLOGY GROUP INC | $482K | 24.3K | 0.34% | — |
| 29 | E EXE CREXENDO INC | $465K | 62.2K | 0.33% | — |
| 30 | C CSCO CISCO SYS INC | $435K | 3.7K | 0.31% | — |
| 31 | A ABAT AMERICAN BATTERY TECHNOLOGY | $420K | 148.5K | 0.30% | — |
| 32 | K KOPN KOPIN CORP | $406K | 90.6K | 0.29% | — |
| 33 | C CEG CONSTELLATION ENERGY CORP | $403K | 1.6K | 0.28% | — |
| 34 | B BKSY-WT BLACKSKY TECHNOLOGY INC | $400K | 14.3K | 0.28% | — |
| 35 | H HODL VANECK ETF TRUST | $399K | 4.1K | 0.28% | — |
| 36 | V VBF INTUITIVE MACHINES INC | $393K | 18.4K | 0.28% | — |
| 37 | S SHAZW SHARONAI HOLDINGS INC | $366K | 4.3K | 0.26% | — |
| 38 | V VLDXW VELO3D INC | $345K | 19.7K | 0.24% | — |
| 39 | P PYPD POLYPID LTD | $343K | 67.6K | 0.24% | — |
| 40 | ? N/A IDENTIV INC | $328K | 130.1K | 0.23% | — |
| 41 | P PAYS PAYSIGN INC | $327K | 39.9K | 0.23% | — |
| 42 | G GOOGN ALPHABET INC | $310K | 876 | 0.22% | — |
| 43 | T TSLA TESLA INC | $301K | 715 | 0.21% | — |
| 44 | W WAVE ECO WAVE POWER GLOBAL AB | $292K | 32.2K | 0.21% | — |
| 45 | W WMT WALMART INC | $278K | 2.5K | 0.20% | — |
| 46 | ? N/A NANOVIRICIDES INC | $256K | 185.2K | 0.18% | — |
| 47 | N NFLX NETFLIX INC. | $254K | 3.6K | 0.18% | — |
| 48 | P PLTR PALANTIR TECHNOLOGIES INC | $234K | 2.0K | 0.16% | — |
| 49 | C CODA CODA OCTOPUS GROUP INC | $220K | 22.5K | 0.15% | — |
| 50 | O OSS ONE STOP SYS INC | $204K | 11.2K | 0.14% | — |