Fund HoldingsConnective Capital Management, LLC

Total Portfolio Value
$65.53M
Total Bought
$25.58M
Total Sold
$81.52M
Net Transaction
-$55.94M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INTUITIVE SURGICAL INC023,237+23,23709,27414.15%+9,274
ASML HOLDING N V
N Y REGISTRY SHS
04,185+4,18504,0616.20%+4,061
ISHARES TR RUSSELL 200020,50034,842+14,3424,1157,32711.18%+3,213
ANSYS INC3,27911,323+8,0441,1903,9316.00%+2,741
ALPHABET INC(GOOG)017,818+17,81802,6894.10%+2,689
CAMECO CORP(CCJ)(Call)050,000+50,00002,166+2,166
MICROSOFT CORP(MSFT)18,30918,30906,8857,70311.76%+818
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
52,95952,95904,0254,6337.07%+608
HERITAGE GLOBAL INC0203,938+203,93805380.82%+538
AMAZON COM INC(AMZN)15,56515,56502,3652,8084.28%+443
DENISON MINES CORP(DNN)100,000308,785+208,7851776020.92%+425
SIMULATIONS PLUS INC08,835+8,83503640.55%+364
ISHARES TR RUS 2000 GRW13,45313,45303,3933,6435.56%+250
FATHOM HOLDINGS INC15,67381,293+65,620561620.25%+106
ISHARES TR MICRO-CAP20,06620,06602,3282,4323.71%+104
URANIUM ENERGY CORP(UEC)124,007124,00707948371.28%+43
SURGEPAYS INC09,529+9,529060.01%+6
MOBIX LABS INC022,397+22,397010.00%+1
BITE ACQUISITION CORP24,99924,9990120.00%+1
EDIFY ACQUISITION CORP05,000+5,000000.00%0
IMAGEWARE SYSTEMS INC000000
YAYYO, INC.361,8600-361,86000-0
NEWBURY STREET ACQUISITN COR10,49810,4980100.00%-0
AMYRIS INC300,0000-300,00010-1
ADIT EDTECH ACQUISITION CORP17,5000-17,50010-1
VOLCON INC26,2350-26,23530-3
Sono Group NV83,5200-83,52050-5
VELO3D, INC.14,5290-14,52960-6
OPGEN INC25,0000-25,000110-10
Organovo Holdings13,8790-13,879150-15
PRESTO AUTOMATION INC31,3730-31,373170-17
BIGBEAR.AI HOLDINGS, INC.(BBAI)10,0000-10,000210-21
AUDDIA INC.88,0000-88,000220-22
Inuvo Inc72,0870-72,087310-31
ONTRAK INC83,1950-83,195330-33
WORKSPORT LTD30,0490-30,049450-45
CytoDyn257,7430-257,743500-50
CYBIN, INC.125,0000-125,000510-51
Matinas BioPharma Holdings317,6210-317,621690-69
RIGETTI COMPUTING, INC.(RGTI)72,6150-72,615720-72
LEXARIA BIOSCIENCE CORP60,0000-60,000750-75
Evogene Ltd100,0000-100,000840-84
MERCADOLIBRE INC(MELI)1,4261,42602,2412,1563.29%-85
AEMETIS INC16,4720-16,472860-86
BIOXCEL THERAPEUTICS, INC.33,0000-33,000970-97
Veru151,0220-151,0221090-109
PERFORMANCE SHIPPING INC48,1690-48,1691090-109
Organigram90,0620-90,0621180-118
TUSIMPLE HOLDINGS INC - A140,8000-140,8001240-124
Barnes & Noble Education, Inc.85,0070-85,0071270-127
Vroom, Inc.219,0840-219,0841320-132
iCAD, Inc.87,1080-87,1081540-154
FARADAY FUTURE INTELLIGENT E711,6650-711,6651640-164
Foresight Autonomous-SP ADR160,9030-160,9031660-166
NEW PACIFIC METALS CORP(NEWP)103,9320-103,9321990-199
Veritone111,0850-111,0852010-201
ALPINE 4 TECHNOLOGIES LTD.290,7270-290,7272140-214
Vaxart Inc387,3720-387,3722220-222
Aurora Cannabis Inc - US Listed472,6300-472,6302250-225
BEAM GLOBAL33,7850-33,7852400-240
Zomedica Corp1,200,0000-1,200,0002400-240
CANO HEALTH, INC.42,6430-42,6432500-250
NEXGEN ENERGY LTD(NXE)213,164158,131-55,0331,4921,2291.88%-263
APPLIED THERAPEUTICS, INC.79,2420-79,2422650-265
Profire Energy157,3400-157,3402850-285
LILIUM N.V.250,0000-250,0002950-295
ARCHER AVIATION INC(ACHR)49,0000-49,0003010-301
RED CAT HOLDINGS INC(RCAT)344,0810-344,0813030-303
E-HOME HOUSEHOLD SERVICE HOLDINGS LTD.77,0000-77,0003080-308
Arlo Technologies(ARLO)36,5330-36,5333480-348
Harrow Health, Inc.(HROW)36,6450-36,6454100-410
Tilray Inc178,5940-178,5944110-411
Big 5 Sporting Goods Corporation65,0000-65,0004120-412
ASENSUS SURGICAL INC1,298,3550-1,298,3554140-414
MONDEE HOLDINGS, INC.156,5880-156,5884320-432
STITCH FIX INC CL-A121,2300-121,2304330-433
Sleep Number Corporation29,7610-29,7614410-441
RANPAK HOLDINGS CORP.77,9630-77,9634540-454
Hydrofarm Holdings Group Inc498,5930-498,5934570-457
PURPLE INNOVATION, INC.473,7510-473,7514880-488
Immunic Inc328,6990-328,6994930-493
Sundial Growers inc305,5050-305,5055010-501
RealReal, Inc.(REAL)250,0000-250,0005030-502
SAFETY SHOT INC143,4270-143,4275030-503
ACM Research(ACMR)27,1800-27,1805310-531
NERDY INC157,9610-157,9615420-542
Digital Turbine(APPS)80,4750-80,4755520-552
BUMBLE, INC.37,9760-37,9765600-560
SUNWORKS, INC.2,399,2440-2,399,2445630-563
Delcath Systems137,0550-137,0555700-570
COMPASS INC(COMP)152,8370-152,8375750-575
APPLE INC(AAPL)27,35627,35605,2674,6917.16%-576
REDFIN CORPORATION57,3150-57,3155910-591
Canopy Growth Corporation125,3300-125,3306400-640
Ashford Hospitality Trust, Inc.335,7830-335,7836510-651
Calyxt Inc40,3060-40,3067920-792
AMBRX BIOPHARMA, INC. SPONSORED ADR58,1890-58,1898290-829
ALTO INGREDIENTS INC321,7360-321,7368560-856
Insulet Corporation(PODD)4,0000-4,0008680-868
Marvell Technology, Inc.(MRVL)15,0000-15,0009050-905
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