Fund HoldingsConnective Capital Management, LLC

Total Portfolio Value
$55.64M
Total Bought
$19.71M
Total Sold
$31.85M
Net Transaction
-$12.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
PROSHARES TR
PSHS ULTRA QQQ
052,959+52,95905,2869.50%+5,286
ISHARES TR013,453+13,45303,5326.35%+3,532
META PLATFORMS INC(META)03,794+3,79401,9133.44%+1,913
TAIWAN SEMICONDUCTOR MFG LTD(TSM)08,561+8,56101,4882.67%+1,488
SALESFORCE INC(CRM)04,970+4,97001,2782.30%+1,278
ISHARES TR010,219+10,21901,1652.09%+1,165
SHOPIFY INC(SHOP)017,606+17,60601,1632.09%+1,163
WESTERN DIGITAL CORP.(WDC)013,679+13,67901,0361.86%+1,036
INVESCO QQQ TR01,843+1,84308831.59%+883
AMAZON COM INC(AMZN)15,56518,126+2,5612,8083,5036.30%+695
APPLE INC(AAPL)27,35625,295-2,0614,6915,3289.58%+637
ALPHABET INC(GOOG)17,81817,81802,6893,2465.83%+556
LIFEMD INC052,899+52,89903630.65%+363
ACM RESH INC(ACMR)014,028+14,02803230.58%+323
CAMECO CORP(CCJ)(Call)50,00050,00002,1662,460+294
APPLIED OPTOELECTRONICS INC(AAOI)030,122+30,12202500.45%+250
MERCADOLIBRE INC(MELI)1,4261,42602,1562,3434.21%+187
MULTISENSOR AI HOLDINGS INC083,418+83,41801370.25%+137
SWVL HOLDINGS CORP019,347+19,34701230.22%+123
FATHOM HOLDINGS INC81,293122,673+41,3801622110.38%+49
MOBIX LABS INC022,397+22,397030.01%+3
NEWBURY STREET ACQUISITN COR10,49810,4980010.00%0
EDIFY ACQUISITION CORP5,0000-5,00000-0
BITE ACQUISITION CORP24,99924,9990210.00%-0
MOBIX LABS INC22,3970-22,39710-1
SURGEPAYS INC9,5299,5290630.00%-3
HERITAGE GLOBAL INC203,938207,547+3,6095385110.92%-28
DENISON MINES CORP(DNN)308,785265,382-43,4036025280.95%-74
ASML HOLDING N V
N Y REGISTRY SHS
4,1853,832-3534,0613,9197.04%-142
SIMULATIONS PLUS INC8,8350-8,8353640-364
NEXGEN ENERGY LTD(NXE)158,13175,850-82,2811,2295290.95%-699
URANIUM ENERGY CORP(UEC)124,0070-124,0078370-837
MICROSOFT CORP(MSFT)18,30914,848-3,4617,7036,63611.93%-1,067
ANSYS INC11,3238,665-2,6583,9312,7865.01%-1,145
ISHARES TR MICRO-CAP20,0660-20,0662,4320-2,432
CAMECO CORP(CCJ)030,303+30,30301,4912.68%+1,491
ISHARES TR RUS 2000 GRW13,4530-13,4533,6430-3,643
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
52,9590-52,9594,6330-4,633
INTUITIVE SURGICAL INC23,2377,196-16,0419,2743,2015.75%-6,073
ISHARES TR RUSSELL 200034,8420-34,8427,3270-7,327
Page 1 of 1