Fund HoldingsConnective Capital Management, LLC

Total Portfolio Value
$85.85M
Total Bought
$15.85M
Total Sold
$44.53M
Net Transaction
-$28.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
HUBSPOT INC(HUBS)02,288+2,28801,5941.86%+1,594
SPOTIFY TECHNOLOGY S A(SPOT)02,679+2,67901,1991.40%+1,199
GOLAR LNG LTD
SHS
171,420171,42006,2167,2548.45%+1,039
COINBASE GLOBAL INC(COIN)03,749+3,74909311.08%+931
LAUDER ESTEE COS INC(EL)011,432+11,43208571.00%+857
LIGHTPATH TECHNOLOGIES INC0207,597+207,59707330.85%+733
MONOLITHIC PWR SYS INC(MPWR)01,234+1,23407300.85%+730
AMAZON COM INC(AMZN)21,14021,14003,9404,6385.40%+697
APPLE INC(AAPL)25,29525,29505,7146,3347.38%+620
TANDEM DIABETES CARE INC(TNDM)016,960+16,96006110.71%+611
BACKBLAZE INC(BLZE)099,620+99,62006000.70%+600
GRAYSCALE ETHEREUM TRUST ETF(ETHE)020,659+20,65905790.67%+579
INTERACTIVE BROKERS GROUP IN(IBKR)7,1159,410+2,2951,0861,6621.94%+577
ROBINHOOD MKTS INC(HOOD)014,626+14,62605450.63%+545
PROSHARES TR
PSHS ULTRA QQQ
52,95952,95905,2055,7326.68%+527
EVE HLDG INC(EVEX)091,961+91,96105000.58%+500
CONSTELLATION ENERGY CORP(CEG)02,219+2,21904960.58%+496
BLADE AIR MOBILITY INC0102,147+102,14704340.51%+434
ASPEN AEROGELS INC036,475+36,47504330.50%+433
OOMA INC030,644+30,64404310.50%+431
INTUITIVE SURGICAL INC21,92921,929011,04911,44613.33%+397
CANAAN INC0189,446+189,44603880.45%+388
CAMECO CORP(CCJ)52,47260,664+8,1922,7403,1183.63%+377
RCM TECHNOLOGIES INC015,735+15,73503490.41%+349
GIGACLOUD TECHNOLOGY INC(GCT)018,718+18,71803470.40%+347
AURORA CANNABIS INC077,668+77,66803300.38%+330
CADIZ INC062,976+62,97603270.38%+327
ALPHABET INC(GOOG)17,81817,81803,0493,3733.93%+324
DOMO INC044,487+44,48703150.37%+315
NEBIUS GROUP N.V.(NBIS)09,836+9,83602720.32%+272
NEWTEKONE INC019,557+19,55702500.29%+250
MICROSOFT CORP(MSFT)15,42015,42006,2666,5007.57%+234
FUELCELL ENERGY INC(FCEL)022,319+22,31902020.24%+202
VERTICAL AEROSPACE LTD015,000+15,00001890.22%+189
META PLATFORMS INC(META)4,9855,154+1692,8293,0183.51%+188
RENT THE RUNWAY INC021,485+21,48501830.21%+183
LIFEMD INC032,722+32,72201620.19%+162
CROWDSTRIKE HLDGS INC(CRWD)3,3993,39901,0091,1631.35%+154
SKYX PLATFORMS CORP0132,105+132,10501530.18%+153
VIVOPOWER INTERNATIONAL PLC0108,489+108,48901440.17%+144
TRISALUS LIFE SCIENCES INC027,989+27,98901400.16%+140
COSTCO WHSL CORP NEW(COST)2,5712,57102,2482,3562.74%+108
BYRNA TECHNOLOGIES INC24,15615,599-8,5573484490.52%+101
ISHARES TR13,45313,45303,7733,8724.51%+99
INTERNATIONAL BUSINESS MACHS(IBM)7,4007,40001,5301,6271.89%+97
ANSYS INC5,1375,13701,6461,7332.02%+87
APPLIED DNA SCIENCES INC0178,615+178,6150360.04%+36
SUNSHINE BIOPHARMA INC011,345+11,3450340.04%+34
NATURES MIRACLE HLDG INC015,860+15,8600340.04%+34
CNS PHARMACEUTICALS INC0280,055+280,0550340.04%+34
INTERACTIVE STRENGTH INC011,395+11,3950320.04%+32
ZILLOW GROUP INC(Z)18,41515,524-2,8911,0691,1001.28%+31
NVIDIA CORPORATION(NVDA)16,41216,41202,1792,2042.57%+25
PSYENCE BIOMEDICAL LTD011,149+11,1490240.03%+24
MOTORSPORT GAMES INC016,267+16,2670220.03%+22
MARIN SOFTWARE INC09,517+9,5170210.02%+21
VIVANI MEDICAL INC018,088+18,0880210.02%+21
TITAN INTL INC ILL55,06255,06203553740.44%+19
CLEANSPARK INC(CLSK)017,500+17,5000130.01%+13
HYDROFARM HLDGS GROUP INC013,190+13,190080.01%+8
MEDICUS PHARMA LTD06,000+6,000020.00%+2
MOBIX LABS INC22,39722,3970230.00%+1
ABOVE FOOD INGREDIENTS INC24,99924,9990110.00%0
SURGEPAYS INC9,5290-9,52900-0
NEWBURY STREET ACQUISITN COR10,4980-10,49800-0
CBDMD INC89,21589,215046330.04%-12
CALCIMEDICA INC10,0000-10,000370-37
PORTAGE BIOTECH INC
SHS NEW
7,9090-7,909450-45
ABEONA THERAPEUTICS INC74,91374,91304804170.49%-63
UNITED STATES ANTIMONY CORP593,539136,088-457,4513682410.28%-127
BWX TECHNOLOGIES INC(BWXT)4,5023,572-9305483980.46%-150
ENCORE ENERGY CORP60,0000-60,0002350-235
SCPHARMACEUTICALS INC79,5930-79,5933300-330
MERCADOLIBRE INC(MELI)1,2371,23702,5202,1032.45%-417
ACM RESH INC(ACMR)27,5620-27,5625180-518
LYFT INC(LYFT)85,3990-85,3991,1080-1,108
ASML HOLDING N V
N Y REGISTRY SHS
2,8870-2,8871,9420-1,942
ISHARES TR16,9630-16,9632,1030-2,103
CAMECO CORP(CCJ)(Call)50,0000-50,0002,6110-2,611
INVESCO QQQ TR72,7410-72,74135,1960-35,196
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