Fund HoldingsLagoda Investment Management, L.P.

Total Portfolio Value
$163.00M
Total Bought
$22.92M
Total Sold
$8.39M
Net Transaction
+$14.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
STEREOTAXIS INC3,233,9353,827,330+593,3955,6599,9896.13%+4,330
NATERA INC(NTRA)136,845132,810-4,0358,57212,1477.45%+3,575
TEXAS PACIFIC LAND CORPORATI(TPL)18,90857,243+38,33529,73233,11620.32%+3,384
XPO INC(XPO)91,25582,830-8,4257,99310,1086.20%+2,115
TAIWAN SEMICONDUCTOR MFG LTD(TSM)013,560+13,56001,8451.13%+1,845
ALPHABET INC(GOOG)43,57952,065+8,4866,1427,9274.86%+1,786
RENAISSANCERE HLDGS LTD(RNR)26,66027,225+5655,2256,3993.93%+1,173
VOLITIONRX LTD3,728,6005,073,242+1,344,6422,6733,8402.36%+1,167
TRANSMEDICS GROUP INC(TMDX)49,99065,125+15,1353,9464,8152.95%+870
ENSTAR GROUP LIMITED21,77723,347+1,5706,4107,2554.45%+845
PTC INC(PTC)61,64561,330-31510,78511,5887.11%+802
TRUPANION INC(TRUP)260,735303,050+42,3157,9558,3675.13%+412
CORPAY INC(CPAY)01,118+1,11803450.21%+345
EATON CORP PLC(ETN)1,2802,015+7353086300.39%+322
BERKSHIRE HATHAWAY INC DEL2201,0851,2690.78%+184
BERKSHIRE HATHAWAY INC DEL2,0652,06507378680.53%+132
MASTERCARD INCORPORATED(MA)2,1842,18409311,0520.65%+120
NOVO-NORDISK A S(NVO)3,7803,78003914850.30%+94
HEICO CORP NEW(HEI)4,0534,175+1227257970.49%+72
MICROSOFT CORP(MSFT)1,3251,32504985570.34%+59
SITIO ROYALTIES CORP30,08030,780+7007077610.47%+54
CME GROUP INC(CME)1,3501,550+2002843340.20%+49
ST JOE CO(JOE)13,23514,585+1,3507968450.52%+49
EXXON MOBIL CORP4,1754,000-1754174650.29%+48
NOBLE CORP PLC(NE)15,75016,450+7007597980.49%+39
ALPHABET INC(GOOG)1,1501,315+1651611980.12%+38
QUANTA SVCS INC1,2501,160-902703010.18%+32
FRANCO NEV CORP(FNV)1,2121,387+1751341650.10%+31
SPDR GOLD TR(GLD)65065001241340.08%+9
CONOCOPHILLIPS(COP)8008000931020.06%+9
PERMIAN BASIN RTY TR(PBT)25,87530,325+4,4503613670.23%+6
PHILLIPS 66(PSX)170170023280.02%+5
ABBOTT LABS160160018180.01%+1
RIVIAN AUTOMOTIVE INC(RIVN)3,8506,500+2,65090710.04%-19
BROWN FORMAN CORP(BF-A)1,2750-1,275730-73
RXO INC(RXO)158,500162,275+3,7753,6873,5492.18%-138
DARLING INGREDIENTS INC(DAR)12,4959,500-2,9956234420.27%-181
UBIQUITI INC(UI)24,93826,863+1,9253,4803,1121.91%-368
GXO LOGISTICS INCORPORATED(GXO)126,255135,255+9,0007,7227,2714.46%-450
ENERGY RECOVERY INC191,790129,715-62,0753,6132,0481.26%-1,565
DIGIMARC CORP NEW
COM
656,450683,875+27,42523,71118,58811.40%-5,123
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