Funds › Connective Capital Management, LLC
Connective Capital Management, LLC
13F for Q2 2026, filed Aug 13, 2026. 70 positions worth $141.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 48,645 | $35.8M | 25.2% | +35.9% | 13F ↗ |
| 2 | Proshares Tr Pshs Ultra Qqq | 105,918 | $10.2M | 7.2% | Unchanged | 13F ↗ |
| 3 | ISRG Intuitive Surgical, Inc. | 23,392 | $9.3M | 6.6% | Unchanged | 13F ↗ |
| 4 | AMD Advanced Micro Devices, Inc. | 12,189 | $7.1M | 5.0% | +907% | 13F ↗ |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 13,191 | $6.3M | 4.4% | New | 13F ↗ |
| 6 | DASH DoorDash, Inc. | 31,569 | $5.8M | 4.1% | +5.0% | 13F ↗ |
| 7 | NVDA NVIDIA Corporation | 29,025 | $5.8M | 4.1% | +1731% | 13F ↗ |
| 8 | AVGO Broadcom Inc. | 15,089 | $5.7M | 4.0% | +1569% | 13F ↗ |
| 9 | AAPL Apple Inc. | 19,379 | $5.6M | 4.0% | Unchanged | 13F ↗ |
| 10 | COST Costco Wholesale Corporation | 5,935 | $5.6M | 3.9% | +1790% | 13F ↗ |
| 11 | MSFT Microsoft Corporation | 14,354 | $5.4M | 3.8% | Unchanged | 13F ↗ |
| 12 | iShares Tr Rus 2000 Grw Etf | 13,453 | $5.3M | 3.7% | Unchanged | 13F ↗ |
| 13 | QCOM QUALCOMM Incorporated | 27,957 | $5.2M | 3.6% | -20.2% | 13F ↗ |
| 14 | MRVL Marvell Technology, Inc. | 12,580 | $3.7M | 2.6% | New | 13F ↗ |
| 15 | GOOGL Alphabet Inc. Class A | 6,689 | $2.4M | 1.7% | Unchanged | 13F ↗ |
| 16 | CCJ Cameco Corporation | 18,760 | $1.9M | 1.3% | Unchanged | 13F ↗ |
| 17 | AMZN Amazon.com, Inc. | 7,580 | $1.8M | 1.3% | +23.2% | 13F ↗ |
| 18 | META Meta Platforms, Inc. | 3,122 | $1.8M | 1.2% | +62.8% | 13F ↗ |
| 19 | MELI MercadoLibre, Inc. | 830 | $1.4M | 1.0% | -33.5% | 13F ↗ |
| 20 | UMAC Unusual Machines, Inc. | 58,701 | $1.3M | 0.9% | -46.1% | 13F ↗ |
| 21 | Spdr Series Trust St Str Sp Biot | 6,736 | $1.1M | 0.8% | -71.0% | 13F ↗ |
| 22 | MU Micron Technology, Inc. | 683 | $788.4K | 0.6% | Unchanged | 13F ↗ |
| 23 | DOMH Dominari Holdings Inc. | 243,223 | $763.7K | 0.5% | +113% | 13F ↗ |
| 24 | GLD SPDR Gold Shares · Gold Shs | 1,825 | $672.3K | 0.5% | +20.2% | 13F ↗ |
| 25 | SNPS Synopsys, Inc. | 1,383 | $616.9K | 0.4% | Unchanged | 13F ↗ |
| 26 | Vaneck ETF Trust Gold Miners Etf | 8,043 | $606.8K | 0.4% | Unchanged | 13F ↗ |
| 27 | LRCX Lam Research Corporation | 1,256 | $544.3K | 0.4% | Unchanged | 13F ↗ |
| 28 | GRRR Gorilla Technology Group Inc. | 24,268 | $482.4K | 0.3% | New | 13F ↗ |
| 29 | CXDO Crexendo, Inc. | 62,229 | $464.9K | 0.3% | New | 13F ↗ |
| 30 | CSCO Cisco Systems, Inc. | 3,705 | $435.2K | 0.3% | Unchanged | 13F ↗ |
| 31 | ABAT American Battery Technology Company | 148,524 | $420.3K | 0.3% | New | 13F ↗ |
| 32 | KOPN Kopin Corporation | 90,635 | $406.0K | 0.3% | New | 13F ↗ |
| 33 | CEG Constellation Energy Corporation | 1,621 | $402.6K | 0.3% | +42.7% | 13F ↗ |
| 34 | BKSY BlackSky Technology Inc. | 14,341 | $400.4K | 0.3% | New | 13F ↗ |
| 35 | Vaneck ETF Trust Junior Gold Mine | 4,058 | $398.7K | 0.3% | Unchanged | 13F ↗ |
| 36 | LUNR Intuitive Machines, Inc. | 18,364 | $392.8K | 0.3% | New | 13F ↗ |
| 37 | SHAZ SharonAI Holdings, Inc. | 4,323 | $366.0K | 0.3% | New | 13F ↗ |
| 38 | VELO Velo3D, Inc. | 19,659 | $345.0K | 0.2% | New | 13F ↗ |
| 39 | PYPD PolyPid Ltd. | 67,600 | $343.4K | 0.2% | New | 13F ↗ |
| 40 | INVE INVE Technologies, Inc. | 130,120 | $327.9K | 0.2% | New | 13F ↗ |
| 41 | PAYS Paysign, Inc. | 39,885 | $326.7K | 0.2% | New | 13F ↗ |
| 42 | GOOG Alphabet Inc. Class C | 876 | $309.5K | 0.2% | Unchanged | 13F ↗ |
| 43 | TSLA Tesla, Inc. | 715 | $300.7K | 0.2% | Unchanged | 13F ↗ |
| 44 | WAVE Eco Wave Power Global AB · ADR | 32,234 | $291.7K | 0.2% | New | 13F ↗ |
| 45 | WMT Walmart Inc. | 2,451 | $277.6K | 0.2% | Unchanged | 13F ↗ |
| 46 | NNVC NanoViricides, Inc. | 185,217 | $255.6K | 0.2% | New | 13F ↗ |
| 47 | NFLX Netflix, Inc. | 3,561 | $254.3K | 0.2% | Unchanged | 13F ↗ |
| 48 | PLTR Palantir Technologies Inc. | 2,004 | $233.8K | 0.2% | Unchanged | 13F ↗ |
| 49 | CODA Coda Octopus Group, Inc. | 22,478 | $219.6K | 0.2% | Unchanged | 13F ↗ |
| 50 | OSS One Stop Systems, Inc. | 11,198 | $203.6K | 0.1% | New | 13F ↗ |
Changes since Q1 2026
30 new, 13 added to, 4 trimmed, 26 exited, 23 unchanged. By estimated dollars.
New positions (30)
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 13,191 | New | $6.3M |
| MRVL Marvell Technology, Inc. | 12,580 | New | $3.7M |
| GRRR Gorilla Technology Group Inc. | 24,268 | New | $482.4K |
| CXDO Crexendo, Inc. | 62,229 | New | $464.9K |
| ABAT American Battery Technology Company | 148,524 | New | $420.3K |
| KOPN Kopin Corporation | 90,635 | New | $406.0K |
| BKSY BlackSky Technology Inc. | 14,341 | New | $400.4K |
| LUNR Intuitive Machines, Inc. | 18,364 | New | $392.8K |
| SHAZ SharonAI Holdings, Inc. | 4,323 | New | $366.0K |
| VELO Velo3D, Inc. | 19,659 | New | $345.0K |
Added to (13)
| Invesco Qqq Tr | 48,645 | +35.9% | $9.5M |
| AMD Advanced Micro Devices, Inc. | 12,189 | +907% | $6.4M |
| NVDA NVIDIA Corporation | 29,025 | +1731% | $5.5M |
| AVGO Broadcom Inc. | 15,089 | +1569% | $5.4M |
| COST Costco Wholesale Corporation | 5,935 | +1790% | $5.3M |
| META Meta Platforms, Inc. | 3,122 | +62.8% | $678.2K |
| DOMH Dominari Holdings Inc. | 243,223 | +113% | $405.0K |
| AMZN Amazon.com, Inc. | 7,580 | +23.2% | $340.3K |
| DASH DoorDash, Inc. | 31,569 | +5.0% | $274.9K |
| CEG Constellation Energy Corporation | 1,621 | +42.7% | $120.5K |
Trimmed (4)
Exited (26)
| PANW Palo Alto Networks, Inc. | 29,650 | Exited | -$4.8M |
| SHOP Shopify Inc. | 38,913 | Exited | -$4.6M |
| MPWR Monolithic Power Systems, Inc. | 4,105 | Exited | -$4.5M |
| KLAC KLA Corporation | 29,480 | Exited | -$4.3M |
| ARM Arm Holdings plc | 28,652 | Exited | -$4.3M |
| AMAT Applied Materials, Inc. | 12,349 | Exited | -$4.2M |
| Exxon Mobil Corp | 23,739 | Exited | -$4.0M |
| UNH UnitedHealth Group Incorporated | 7,829 | Exited | -$2.1M |
| COP ConocoPhillips | 15,396 | Exited | -$2.0M |
| HOOD Robinhood Markets, Inc. | 13,518 | Exited | -$936.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer