Lagoda Investment Management, L.P.: 13F holdings
CIK 16321082026Q2
| Positions | 25 |
|---|
| Reported value | $181.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 25 (+0 vs prior quarter) |
|---|
| Reported value | $181.9m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TPL TEXAS PACIFIC LAND CORPORATI | 85,631 | $37.5m | 20.6% |
| NTRA NATERA INC | 58,503 | $15.9m | 8.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 27,520 | $13.1m | 7.2% |
| GOOG ALPHABET INC | 36,375 | $12.9m | 7.1% |
| AMD ADVANCED MICRO DEVICES INC | 17,825 | $10.4m | 5.7% |
| ARM ARM HOLDINGS PLC | 28,525 | $10.1m | 5.6% |
| DIGIMARC CORP | 1,140,450 | $9.4m | 5.2% |
| XPO XPO INC | 41,890 | $8.6m | 4.7% |
| STXS STEREOTAXIS INC | 4,122,600 | $7.1m | 3.9% |
| RNR RENAISSANCERE HLDGS LTD | 22,235 | $7.0m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1632108")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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