Fund HoldingsConnective Capital Management, LLC

Total Portfolio Value
$110.34M
Total Bought
$68.11M
Total Sold
$13.37M
Net Transaction
+$54.74M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INVESCO QQQ TR1,84372,741+70,89888335,19631.90%+34,313
INTUITIVE SURGICAL INC7,19621,929+14,7333,20111,04910.01%+7,848
GOLAR LNG LTD
SHS
0171,420+171,42006,2165.63%+6,216
CAMECO CORP(CCJ)(Call)050,000+50,00002,611+2,611
COSTCO WHSL CORP NEW(COST)02,571+2,57102,2482.04%+2,248
NVIDIA CORPORATION(NVDA)016,412+16,41202,1791.97%+2,179
INTERNATIONAL BUSINESS MACHS(IBM)07,400+7,40001,5301.39%+1,530
CAMECO CORP(CCJ)30,30352,472+22,1691,4912,7402.48%+1,249
LYFT INC(LYFT)085,399+85,39901,1081.00%+1,108
INTERACTIVE BROKERS GROUP IN(IBKR)07,115+7,11501,0860.98%+1,086
ZILLOW GROUP INC(Z)018,415+18,41501,0690.97%+1,069
CROWDSTRIKE HLDGS INC(CRWD)03,399+3,39901,0090.91%+1,009
ISHARES TR10,21916,963+6,7441,1652,1031.91%+938
META PLATFORMS INC(META)3,7944,985+1,1911,9132,8292.56%+916
BWX TECHNOLOGIES INC(BWXT)04,502+4,50205480.50%+548
ABEONA THERAPEUTICS INC074,913+74,91304800.44%+480
AMAZON COM INC(AMZN)18,12621,140+3,0143,5033,9403.57%+438
APPLE INC(AAPL)25,29525,29505,3285,7145.18%+387
UNITED STATES ANTIMONY CORP0593,539+593,53903680.33%+368
TITAN INTL INC ILL055,062+55,06203550.32%+355
BYRNA TECHNOLOGIES INC024,156+24,15603480.32%+348
SCPHARMACEUTICALS INC079,593+79,59303300.30%+330
ISHARES TR13,45313,45303,5323,7733.42%+241
ENCORE ENERGY CORP060,000+60,00002350.21%+235
ACM RESH INC(ACMR)14,02827,562+13,5343235180.47%+195
MERCADOLIBRE INC(MELI)1,4261,237-1892,3432,5202.28%+177
CBDMD INC089,215+89,2150460.04%+46
PORTAGE BIOTECH INC
SHS NEW
07,909+7,9090450.04%+45
CALCIMEDICA INC010,000+10,0000370.03%+37
ABOVE FOOD INGREDIENTS INC024,999+24,999010.00%+1
NEWBURY STREET ACQUISITN COR010,498+10,498000.00%0
NEWBURY STREET ACQUISITN COR10,4980-10,49810-1
MOBIX LABS INC22,39722,3970320.00%-1
BITE ACQUISITION CORP24,9990-24,99910-1
SURGEPAYS INC9,5299,5290300.00%-2
PROSHARES TR
PSHS ULTRA QQQ
52,95952,95905,2865,2054.72%-81
SWVL HOLDINGS CORP19,3470-19,3471230-123
MULTISENSOR AI HOLDINGS INC83,4180-83,4181370-137
ALPHABET INC(GOOG)17,81817,81803,2463,0492.76%-197
FATHOM HOLDINGS INC122,6730-122,6732110-211
APPLIED OPTOELECTRONICS INC(AAOI)30,1220-30,1222500-250
LIFEMD INC52,8990-52,8993630-363
MICROSOFT CORP(MSFT)14,84815,420+5726,6366,2665.68%-370
HERITAGE GLOBAL INC207,5470-207,5475110-511
DENISON MINES CORP(DNN)265,3820-265,3825280-528
NEXGEN ENERGY LTD(NXE)75,8500-75,8505290-529
WESTERN DIGITAL CORP.(WDC)13,6790-13,6791,0360-1,036
ANSYS INC8,6655,137-3,5282,7861,6461.49%-1,140
SHOPIFY INC(SHOP)17,6060-17,6061,1630-1,163
SALESFORCE INC(CRM)4,9700-4,9701,2780-1,278
TAIWAN SEMICONDUCTOR MFG LTD(TSM)8,5610-8,5611,4880-1,488
ASML HOLDING N V
N Y REGISTRY SHS
3,8322,887-9453,9191,9421.76%-1,977
CAMECO CORP(CCJ)(Call)50,0000-50,0002,4600-2,460
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