account_balance
Investment manager · 13F filer · SEC CIK 1543568
Connective Capital Management, LLC
Reported value$142Mas of Jun 30, 2026
Positions70 30 new, 26 sold out
Top 10 weight69%QQQ alone is 25%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
QQQ
Invesco QQQ Tr
25.2%Added
QLD
Proshares Tr
7.2%
ISRG
Intuitive Surgical Inc
6.6%
AMD
Advanced Micro Devices Inc
5.0%Added
TSM
Taiwan Semiconductor Manufac
4.4%New
DASH
Doordash Inc
4.1%Added
NVDA
Nvidia Corporation
4.1%Added
AVGO
Broadcom Inc
4.0%Added
AAPL
Apple Inc
4.0%
COST
Costco Wholesale Corporation
3.9%Added
60 others
31.5%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed