Connective Capital Management, LLC: 13F holdings
CIK 15435682026Q2
| Positions | 70 |
|---|
| Reported value | $141.9m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 70 (+4 vs prior quarter) |
|---|
| Reported value | $141.9m (+17.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 48,645 | $35.8m | 25.2% |
| QLD PROSHARES TR | 105,918 | $10.2m | 7.2% |
| ISRG INTUITIVE SURGICAL INC | 23,392 | $9.3m | 6.6% |
| AMD ADVANCED MICRO DEVICES INC | 12,189 | $7.1m | 5.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 13,191 | $6.3m | 4.4% |
| DASH DOORDASH INC | 31,569 | $5.8m | 4.1% |
| NVDA NVIDIA CORPORATION | 29,025 | $5.8m | 4.1% |
| AVGO BROADCOM INC | 15,089 | $5.7m | 4.0% |
| AAPL APPLE INC | 19,379 | $5.6m | 4.0% |
| COST COSTCO WHOLESALE CORPORATION | 5,935 | $5.6m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1543568")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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