Fund Holdings — Connective Capital Management, LLC

Total Portfolio Value
$108.93M
Total Bought
$24.24M
Total Sold
$24.96M
Net Transaction
-$714.7K
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO QQQ TR20,47024,294+3,82411,29214,58513.39%+3,293
ADVANCED MICRO DEVICES INC(AMD)013,058+13,05802,1131.94%+2,113
ALIBABA GROUP HLDG LTD(BABA)011,778+11,77802,1051.93%+2,105
DOORDASH INC(DASH)05,831+5,83101,5861.46%+1,586
BROADCOM INC(AVGO)23,28323,28306,4187,6817.05%+1,263
AMBARELLA INC(AMBA)013,934+13,93401,1501.06%+1,150
PROSHARES TR
PSHS ULTRA QQQ
52,95952,95906,2347,2666.67%+1,032
APPLE INC(AAPL)19,37919,37903,9764,9344.53%+958
DOMINARI HOLDINGS INC265,728335,273+69,5451,4462,3772.18%+932
SEZZLE INC(SEZL)09,370+9,37007450.68%+745
SYNOPSYS INC(SNPS)01,383+1,38306820.63%+682
ROCKET COS INC(RKT)034,814+34,81406750.62%+675
VIVOS THERAPEUTICS INC0200,000+200,00006200.57%+620
OCEAN PWR TECHNOLOGIES INC(OPTT)01,178,217+1,178,21705930.54%+593
LENDINGCLUB CORP(HAPN)037,303+37,30305670.52%+567
LIFEMD INC(LFMD)083,326+83,32605660.52%+566
DAVE INC(DAVE)02,804+2,80405590.51%+559
REDDIT INC(RDDT)6,9306,93001,0431,5941.46%+550
ZILLOW GROUP INC(Z)06,689+6,68904980.46%+498
UNUSUAL MACHS INC(UMAC)74,17875,000+8226361,1331.04%+497
ALPHABET INC(GOOG)7,0947,09401,2501,7251.58%+474
ISHARES TR13,45313,45303,8464,3053.95%+460
CAMECO CORP(CCJ)45,02945,02903,3433,7763.47%+434
VIR BIOTECHNOLOGY INC(VIR)075,470+75,47004310.40%+431
ATLAS LITHIUM CORP(ATLX)085,000+85,00004050.37%+405
SNDL INC(SNDL)0149,849+149,84904020.37%+402
SIMULATIONS PLUS INC(SLP)025,240+25,24003800.35%+380
CABLE ONE INC(CABO)02,144+2,14403800.35%+380
NUVATION BIO INC(NUVB)099,623+99,62303690.34%+369
SHUTTLE PHARMACTCLS HLDGS IN0100,535+100,53503570.33%+357
ARCHER AVIATION INC(ACHR)036,536+36,53603500.32%+350
POP CULTURE GROUP CO LTD(CPOP)0365,822+365,82203250.30%+325
FIDELITY WISE ORIGIN BITCOIN(FBTC)03,197+3,19703190.29%+319
ISHARES ETHEREUM TR(ETHA)010,020+10,02003160.29%+316
ALPHA COGNITION INC(ACOG)047,931+47,93103120.29%+312
ISHARES INC
MSCI GBL GOLD MN
04,773+4,77303090.28%+309
JEFFERIES FINL GROUP INC(JEF)28,15428,15401,5401,8421.69%+302
SOUNDTHINKING INC(SSTI)024,645+24,64502970.27%+297
VERTICAL AEROSPACE LTD(EVTL)050,535+50,53502620.24%+262
HUDSON PAC PPTYS INC087,592+87,59202420.22%+242
DRAGANFLY INC.(DPRO)024,649+24,64902010.18%+201
VICARIOUS SURGICAL INC(RBOT)030,649+30,64901690.16%+169
PROSHARES TR II(AGQ)07,073+7,07301590.15%+159
SNAIL INC(SNAL)0145,245+145,24501580.15%+158
PERMIAN RESOURCES CORP(PR)012,078+12,07801550.14%+155
xTAO INC0147,000+147,00001450.13%+145
CREATEAI HOLDINGS INC(TSPH)0332,473+332,47301360.13%+136
MERCADOLIBRE INC(MELI)1,2371,430+1933,2333,3423.07%+109
GALECTO INC(DMRA)026,956+26,95601000.09%+100
PROTAGENIC THERAPEUTICS INC(PTIX)028,600+28,6000980.09%+98
VTV THERAPEUTICS INC(VTVT)9,7129,71201462270.21%+81
ROBIN ENERGY LTD(RBNE)060,000+60,0000780.07%+78
SIMPPLE LTD(SPPL)07,862+7,8620460.04%+46
ANTALPHA PLATFORM HLDG CO
SHS CL A
21,46921,46902482620.24%+14
ABOVE FOOD INGREDIENTS INC(ABVEF)24,99924,9990160.01%+5
LISATA THERAPEUTICS INC(LSTA)01,016+1,016030.00%+3
CLEANSPARK INC(CLSK)17,50017,5000780.01%+1
MOBIX LABS INC(MOBX)22,39722,3970220.00%-0
MEDICUS PHARMA LTD(MDCX)6,0006,0000540.00%-1
AUTHID INC(AUID)76,027120,949+44,9224023860.35%-16
TRISALUS LIFE SCIENCES INC(TLSI)32,79632,79601791530.14%-26
MOBILE INFRASTRUCTURE CORP(BEEP)55,04460,973+5,9292492150.20%-35
CROWDSTRIKE HLDGS INC(CRWD)4,1944,19402,1362,0571.89%-79
FIBROGEN INC15,0000-15,000800—-79
ZYNEX INC42,3450-42,3451090—-109
SOLIGENIX INC(SNGX)119,4810-119,4811570—-157
AMAZON COM INC(AMZN)10,0239,295-7282,1992,0411.87%-158
COSTCO WHSL CORP NEW(COST)2,6332,63302,6072,4372.24%-169
SPOTIFY TECHNOLOGY S A(SPOT)2,9392,93902,2552,0511.88%-204
TWILIO INC(TWLO)8,7438,74301,0878750.80%-212
MICROSOFT CORP(MSFT)15,42014,354-1,0667,6707,4356.82%-235
COINBASE GLOBAL INC(COIN)1,0620-1,0623720—-372
TRUECAR INC208,4490-208,4493960—-396
NUCOR CORP(NUE)3,8060-3,8064930—-493
ACM RESH INC(ACMR)20,0890-20,0895200—-520
VIZSLA SILVER CORP(VZLA)180,2220-180,2225300—-530
REDWIRE CORPORATION(RDW)36,8310-36,8316000—-600
INTERACTIVE BROKERS GROUP IN(IBKR)32,12017,065-15,0551,7801,1741.08%-606
BWX TECHNOLOGIES INC(BWXT)4,2960-4,2966190—-619
BRINKER INTL INC(EAT)3,5260-3,5266360—-636
VERITONE INC(VERI)521,0590-521,0596570—-657
NETFLIX INC(NFLX)1,6261,264-3622,1771,5151.39%-662
RUSH STREET INTERACTIVE INC(RSI)51,5760-51,5767680—-768
META PLATFORMS INC(META)5,8484,391-1,4574,3163,2252.96%-1,092
FREEPORT-MCMORAN INC(FCX)26,4360-26,4361,1460—-1,146
ANSYS INC4,0700-4,0701,4290—-1,429
ZOOM COMMUNICATIONS INC(ZM)39,78213,721-26,0613,1021,1321.04%-1,970
INTUITIVE SURGICAL INC21,92921,929011,9169,8079.00%-2,109
PALO ALTO NETWORKS INC(PANW)15,6300-15,6303,1990—-3,199
UBER TECHNOLOGIES INC(UBER)34,3880-34,3883,2080—-3,208
NVIDIA CORPORATION(NVDA)33,6460-33,6465,3160—-5,316
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