Fund HoldingsConnective Capital Management, LLC

Total Portfolio Value
$108.59M
Total Bought
$60.42M
Total Sold
$33.99M
Net Transaction
+$26.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INVESCO QQQ TR057,868+57,868027,13524.99%+27,135
SPDR S&P 500 ETF TR(SPY)016,142+16,14209,0308.32%+9,030
ZOOM COMMUNICATIONS INC(ZM)039,782+39,78202,9352.70%+2,935
BROADCOM INC(AVGO)012,892+12,89202,1591.99%+2,159
ADVANCED MICRO DEVICES INC(AMD)020,962+20,96202,1541.98%+2,154
SALESFORCE INC(CRM)07,989+7,98902,1441.97%+2,144
BAIDU INC023,262+23,26202,1411.97%+2,141
COSTCO WHSL CORP NEW(COST)2,5714,526+1,9552,3564,2813.94%+1,925
NETFLIX INC(NFLX)01,731+1,73101,6141.49%+1,614
CLOUDFLARE INC(NET)012,682+12,68201,4291.32%+1,429
THE TRADE DESK INC(TTD)018,934+18,93401,0360.95%+1,036
SHARKNINJA INC(SN)011,896+11,89609920.91%+992
SPOTIFY TECHNOLOGY S A(SPOT)2,6793,958+1,2791,1992,1772.00%+978
AFFIRM HLDGS INC(AFRM)020,937+20,93709460.87%+946
VITAL FARMS INC020,291+20,29106180.57%+618
THE REALREAL INC(REAL)0112,017+112,01706040.56%+604
REDDIT INC(RDDT)05,630+5,63005910.54%+591
MERCADOLIBRE INC(MELI)1,2371,23702,1032,4132.22%+310
REDWIRE CORPORATION(RDW)029,065+29,06502410.22%+241
MOBILE INFRASTRUCTURE CORP053,526+53,52602230.21%+223
CAPRICOR THERAPEUTICS INC023,128+23,12802190.20%+219
SOLIGENIX INC0101,633+101,63302190.20%+219
VTV THERAPEUTICS INC09,377+9,37701620.15%+162
VIVANI MEDICAL INC18,088162,098+144,010211700.16%+149
VIZSLA SILVER CORP(VZLA)030,000+30,0000680.06%+68
MOTORSPORT GAMES INC16,26774,000+57,73322780.07%+56
BWX TECHNOLOGIES INC(BWXT)3,5724,296+7243984240.39%+26
TRISALUS LIFE SCIENCES INC27,98929,079+1,0901401610.15%+20
MEDICUS PHARMA LTD06,000+6,000040.00%+4
P3 HEALTH PARTNERS INC(PIII)025,125+25,125040.00%+4
CLEANSPARK INC(CLSK)017,500+17,500030.00%+3
ABOVE FOOD INGREDIENTS INC24,99924,9990110.00%-0
MOBIX LABS INC22,39722,3970320.00%-0
MARIN SOFTWARE INC9,51714,270+4,75321190.02%-2
MEDICUS PHARMA LTD6,0000-6,00020-2
HYDROFARM HLDGS GROUP INC13,1900-13,19080-8
CLEANSPARK INC(CLSK)17,5000-17,500130-13
PSYENCE BIOMEDICAL LTD11,1490-11,149240-24
INTERACTIVE STRENGTH INC11,3950-11,395320-32
CBDMD INC89,2150-89,215330-33
CNS PHARMACEUTICALS INC280,0550-280,055340-34
NATURES MIRACLE HLDG INC15,8600-15,860340-34
SUNSHINE BIOPHARMA INC11,3450-11,345340-34
APPLIED DNA SCIENCES INC178,6150-178,615360-36
ABEONA THERAPEUTICS INC74,91374,91304173570.33%-61
VIVOPOWER INTERNATIONAL PLC108,4890-108,4891440-144
GRAYSCALE ETHEREUM TRUST ETF(ETHE)20,65928,466+7,8075794330.40%-146
INTERACTIVE BROKERS GROUP IN(IBKR)9,4109,129-2811,6621,5121.39%-151
SKYX PLATFORMS CORP132,1050-132,1051530-153
LIFEMD INC32,7220-32,7221620-162
RENT THE RUNWAY INC21,4850-21,4851830-183
VERTICAL AEROSPACE LTD15,0000-15,0001890-189
FUELCELL ENERGY INC(FCEL)22,3190-22,3192020-202
UNITED STATES ANTIMONY CORP136,0880-136,0882410-241
NEWTEKONE INC19,5570-19,5572500-250
NEBIUS GROUP N.V.(NBIS)9,8360-9,8362720-272
DOMO INC44,4870-44,4873150-315
CADIZ INC62,9760-62,9763270-327
AURORA CANNABIS INC77,6680-77,6683300-330
GIGACLOUD TECHNOLOGY INC(GCT)18,7180-18,7183470-347
RCM TECHNOLOGIES INC15,7350-15,7353490-349
TITAN INTL INC ILL55,0620-55,0623740-374
CANAAN INC189,4460-189,4463880-388
OOMA INC30,6440-30,6444310-431
ASPEN AEROGELS INC36,4750-36,4754330-433
BLADE AIR MOBILITY INC102,1470-102,1474340-434
ISHARES TR13,45313,45303,8723,4383.17%-434
ANSYS INC5,1374,070-1,0671,7331,2881.19%-444
AMAZON COM INC(AMZN)21,14022,031+8914,6384,1923.86%-446
BYRNA TECHNOLOGIES INC15,5990-15,5994490-449
COINBASE GLOBAL INC(COIN)3,7492,645-1,1049314560.42%-475
CONSTELLATION ENERGY CORP(CEG)2,2190-2,2194960-496
EVE HLDG INC(EVEX)91,9610-91,9615000-500
ROBINHOOD MKTS INC(HOOD)14,6260-14,6265450-545
META PLATFORMS INC(META)5,1544,278-8763,0182,4662.27%-552
INTUITIVE SURGICAL INC21,92921,929011,44610,86110.00%-585
BACKBLAZE INC(BLZE)99,6200-99,6206000-600
TANDEM DIABETES CARE INC(TNDM)16,9600-16,9606110-611
MICROSOFT CORP(MSFT)15,42015,42006,5005,7895.33%-711
CAMECO CORP(CCJ)60,66458,019-2,6453,1182,3882.20%-729
MONOLITHIC PWR SYS INC(MPWR)1,2340-1,2347300-730
LIGHTPATH TECHNOLOGIES INC207,5970-207,5977330-733
LAUDER ESTEE COS INC(EL)11,4320-11,4328570-857
PROSHARES TR
PSHS ULTRA QQQ
52,95952,95905,7324,7074.33%-1,025
ZILLOW GROUP INC(Z)15,5240-15,5241,1000-1,100
CROWDSTRIKE HLDGS INC(CRWD)3,3990-3,3991,1630-1,163
HUBSPOT INC(HUBS)2,2880-2,2881,5940-1,594
INTERNATIONAL BUSINESS MACHS(IBM)7,4000-7,4001,6270-1,627
APPLE INC(AAPL)25,29519,379-5,9166,3344,3053.96%-2,030
NVIDIA CORPORATION(NVDA)16,4120-16,4122,2040-2,204
ALPHABET INC(GOOG)17,8180-17,8183,3730-3,373
GOLAR LNG LTD
SHS
171,4200-171,4207,2540-7,254
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