Fund Holdings — Connective Capital Management, LLC

Total Portfolio Value
$121.13M
Total Bought
$57.03M
Total Sold
$100.38M
Net Transaction
-$43.35M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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PALO ALTO NETWORKS INC(PANW)029,650+29,65004,7533.92%+4,753
SHOPIFY INC(SHOP)038,913+38,91304,6163.81%+4,616
DOORDASH INC(DASH)030,079+30,07904,5163.73%+4,516
QUALCOMM INC(QCOM)035,031+35,03104,5113.72%+4,511
MONOLITHIC PWR SYS INC(MPWR)04,105+4,10504,4883.71%+4,488
KLA CORP(KLAC)02,948+2,94804,3413.58%+4,341
ARM HOLDINGS PLC028,652+28,65204,3343.58%+4,334
APPLIED MATLS INC012,349+12,34904,2213.48%+4,221
EXXON MOBIL CORP023,739+23,73904,0283.32%+4,028
UNITEDHEALTH GROUP INC(UNH)07,829+7,82902,1181.75%+2,118
CONOCOPHILLIPS(COP)015,396+15,39602,0321.68%+2,032
SPDR SERIES TRUST
ST STR SP BIOT
8,01323,248+15,2359772,9692.45%+1,992
ALPHABET INC(GOOG)06,689+6,68901,9231.59%+1,923
UNUSUAL MACHS INC(UMAC)31,715108,960+77,2454041,3511.12%+947
ROBINHOOD MKTS INC(HOOD)013,518+13,51809370.77%+937
SPDR SERIES TRUST
ST STR SP AERO
02,480+2,48006300.52%+630
INVESCO QQQ TR32,69435,795+3,10120,08420,66017.06%+576
CIBUS INC(CBUS)0279,000+279,00005520.46%+552
ENERGY RECOVERY INC(ERII)049,026+49,02604940.41%+494
GRACE THERAPEUTICS INC(GRCE)084,549+84,54903910.32%+391
COSTCO WHOLESALE CORPORATION(COST)0314+31403130.26%+313
ACTUATE THERAPEUTICS INC0113,266+113,26603100.26%+310
WALMART INC(WMT)02,451+2,45103050.25%+305
PALANTIR TECHNOLOGIES INC(PLTR)02,004+2,00402930.24%+293
CISCO SYS INC(CSCO)03,705+3,70502870.24%+287
BROADCOM INC(AVGO)0904+90402800.23%+280
NVIDIA CORPORATION(NVDA)01,585+1,58502760.23%+276
LAM RESEARCH CORP(LRCX)01,256+1,25602680.22%+268
TESLA INC(TSLA)0715+71502660.22%+266
VISHAY PRECISION GROUP INC(VPG)11,88516,425+4,5404587130.59%+256
CODA OCTOPUS GROUP INC(CODA)022,478+22,47802540.21%+254
ALPHABET INC(GOOG)0876+87602510.21%+251
ADVANCED MICRO DEVICES INC(AMD)01,210+1,21002460.20%+246
MICRON TECHNOLOGY INC(MU)0683+68302310.19%+231
ANGEL STUDIOS INC065,090+65,09001990.16%+199
VANECK ETF TRUST
GOLD MINERS ETF
6,3108,043+1,7335417380.61%+197
PROCESSA PHARMACEUTICALS INC(PCSA)070,736+70,73601790.15%+179
GUARDIAN METAL RES PLC(GMTL)05,000+5,0000870.07%+87
META PLATFORMS INC(META)1,5791,918+3391,0421,0970.91%+55
OUTLOOK THERAPEUTICS INC(OTLK)0200,000+200,0000410.03%+41
ADDENTAX GROUP CORP(ATXG)05,558+5,5580310.03%+31
LISATA THERAPEUTICS INC(LSTA)1,0161,0160250.00%+3
MOBIX LABS INC(MOBX)22,39722,3970230.00%+1
MEDICUS PHARMA LTD(MDCX)6,0006,0000530.00%-1
ABOVE FOOD INGREDIENTS INC(ABVEF)24,99924,9990970.01%-1
CONSTELLATION ENERGY CORP(CEG)9041,136+2323193170.26%-2
CLEANSPARK INC(CLSK)17,50017,5000640.00%-2
PERPETUA RESOURCES CORP(PPTA)5000-500120—-12
MOBILE INFRASTRUCTURE CORP(BEEP)74,50768,696-5,8111901540.13%-36
DEFI TECHNOLOGIES INC(DEFT)182,816182,81601381010.08%-37
SNAIL INC(SNAL)154,523154,5230137790.07%-58
VICARIOUS SURGICAL INC(RBOT)30,6490-30,649670—-67
CREATEAL HOLDINGS INC(TSPH)332,4730-332,473690—-69
XTAO INC139,0000-139,000740—-74
SYNOPSYS INC(SNPS)1,3831,38306505480.45%-101
ISHARES TR13,45313,45304,3454,2223.49%-124
ONCOLYTICS BIOTECH INC(ONCY)150,3400-150,3401310—-131
APTERA MOTORS CORP(SEV)31,7180-31,7181360—-136
IMMUNIC INC(IMUX)301,2960-301,2961610—-161
ANTALPHA PLATFORM HLDG CO
SHS CL A
21,4690-21,4691910—-191
ISHARES ETHEREUM TR(ETHA)12,8836,062-6,821289960.08%-193
FIDELITY WISE ORIGIN BITCOIN(FBTC)3,9601,556-2,404302920.08%-210
SIDUS SPACE INC(SIDU)70,0000-70,0002200—-220
TRISALUS LIFE SCIENCES INC(TLSI)32,7960-32,7962290—-229
JEFFERIES FINL GROUP INC(JEF)3,8200-3,8202370—-237
CABLE ONE INC(CABO)2,1440-2,1442420—-242
GLOBAVEND HOLDINGS LTD
SHS NEW
175,8270-175,8272530—-253
AEYE INC138,9870-138,9872560—-256
SOCIETY PASS INC(SOPAQ)74,0880-74,0882820—-282
APPLE INC(AAPL)19,37919,37905,2684,9184.06%-350
KODIAK AI INC(KDK)39,8410-39,8414350—-435
VANECK ETF TRUST
JUNIOR GOLD MINE
8,2944,058-4,2369444870.40%-457
ABRDN PHYSICAL SILVER SHARES ETF6,8490-6,8494630—-463
DOMINARI HOLDINGS INC192,816114,229-78,5879543710.31%-583
BYRNA TECHNOLOGIES INC(BYRN)38,7290-38,7296500—-650
ONDAS INC(ONDS)68,4870-68,4876680—-668
SPDR GOLD TR(GLD)3,3461,518-1,8281,3266530.54%-673
MERCADOLIBRE INC(MELI)1,4301,249-1812,8802,1601.78%-721
PROFOUND MEDICAL CORP(PROF)100,0000-100,0007870—-787
NETFLIX INC.(NFLX)12,6403,561-9,0791,1853420.28%-843
AMAZON COM INC(AMZN)9,2956,152-3,1432,1451,2811.06%-864
DIGITAL BRANDS GROUP INC(DBGI)69,1030-69,1038760—-876
VERTICAL AEROSPACE LTD(EVTL)203,40871,000-132,4081,0841570.13%-927
PROSHARES TR
PSHS ULTRA QQQ
105,918105,91807,4586,4615.33%-997
INTERACTIVE BROKERS GROUP IN(IBKR)15,6560-15,6561,0070—-1,007
ARCHER AVIATION INC(ACHR)135,3110-135,3111,0180—-1,018
AMBARELLA INC(AMBA)14,5160-14,5161,0280—-1,028
MICROSOFT CORP(MSFT)14,35414,35406,9425,3134.39%-1,628
SPOTIFY TECHNOLOGY S A(SPOT)2,9390-2,9391,7070—-1,707
CAMECO CORP(CCJ)45,02918,760-26,2694,1202,0381.68%-2,082
INTUITIVE SURGICAL INC23,39223,392013,24810,7838.90%-2,465
VANGUARD 500 INDEX FUND130,1100-130,11081,5960—-81,596
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