Fund HoldingsConnective Capital Management, LLC

Total Portfolio Value
$43.77M
Total Bought
$7.92M
Total Sold
$47.43M
Net Transaction
-$39.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CAMECO CORP(CCJ)0111,741+111,74104,42910.12%+4,429
GOLAR LNG LTD
SHS
126,336165,862+39,5262,5484,0249.19%+1,476
PROSHARES TR53,92682,093+28,1672,2112,9246.68%+713
NEXGEN ENERGY LTD(NXE)142,656213,164+70,5086721,2732.91%+601
PROSHARES TR
PSHS ULTRA QQQ
42,78752,959+10,1722,7553,1437.18%+388
ALPHABET INC(GOOG)13,36713,36701,6001,7494.00%+149
MERCADOLIBRE INC(MELI)1,4261,42601,6891,8084.13%+119
INTERCURE LTD25,08949,264+24,17543770.18%+35
ARMADA ACQUISITION CORP I6,1007,144+1,04464760.17%+13
CHAVANT CAPITAL ACQUISITN CO22,39722,3970110.00%0
GETAROUND INC4,9994,9990000.00%-0
EDIFY ACQUISITION CORP5,0005,0000000.00%-0
ADIT EDTECH ACQUISITION CORP17,50017,5000110.00%-0
TLG ACQUISITION ONE CORP16,66616,6660100.00%-0
NEWBURY STREET ACQUISITN COR10,49810,4980220.00%-0
BITE ACQUISITION CORP24,99924,9990210.00%-1
AMYLYX PHARMACEUTICALS INC(AMLX)4660-466100-10
SURGEPAYS INC9,5299,529026110.02%-15
MariMed, Inc.130,3380-130,338530-53
URANIUM ENERGY CORP(UEC)209,021124,007-85,0147116391.46%-72
ESSA PHARMA INC142,72784,578-58,1493852610.60%-124
S&W SEED CO104,0450-104,0451270-127
ISHARES RUSSELL MICROCAP INX20,06620,06602,1932,0094.59%-185
PROFIRE ENERGY INC180,5650-180,5652220-222
ISHARES RUSSELL 2000 GROWTH13,45313,45303,2653,0156.89%-249
ASML HOLDING N V
N Y REGISTRY SHS
3,7664,185+4192,7292,4645.63%-266
COGNEX CORP(CGNX)25,15725,15701,4091,0682.44%-342
SUNWORKS INC314,5690-314,5693550-355
AMBARELLA INC(AMBA)14,24414,24401,1927551.73%-436
MICROSOFT CORP(MSFT)18,30918,30906,2355,78113.21%-454
EVERSPIN TECHNOLOGIES INC56,2000-56,2005180-518
ACM RESH INC(ACMR)79,02527,180-51,8451,0344921.12%-542
APPLE INC(AAPL)27,35627,35605,3064,68410.70%-623
PIVOTAL INVESTMENT CORP III68,5850-68,5856890-689
UR-ENERGY INC782,0010-782,0018210-821
DELL TECHNOLOGIES INC(DELL)15,7090-15,7098500-850
MATCH GROUP INC NEW(MTCH)34,39312,733-21,6601,4394991.14%-941
DENISON MINES CORP(DNN)1,008,6140-1,008,6141,2610-1,261
SPDR SER TR
ST STR SP BIOT
18,8960-18,8961,5720-1,572
AMAZON COM INC(AMZN)28,18112,608-15,5733,6741,6033.66%-2,071
ANSYS INC11,3233,279-8,0443,7409762.23%-2,764
NVIDIA CORPORATION(NVDA)11,6770-11,6774,9400-4,940
CAMECO CORP(CCJ)210,9260-210,9266,6080-6,608
INTUITIVE SURGICAL INC23,2370-23,2377,9460-7,946
INVESCO QQQ TR40,4660-40,46614,9490-14,949
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