Connective Capital Management, LLC
71 holdingsFiling period: 2026-06-30Current AUM: $139.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq TR | 48.6K | $35.8M | $34.9M | 24.96% | +12.8K | 2026-06-30 |
| 2 | QLD | ProShares TR | 105.9K | $10.2M | $9.5M | 6.78% | -- | 2026-06-30 |
| 3 | ISRG | Intuitive Surgical Inc | 23.4K | $9.3M | $10.2M | 7.33% | -- | 2026-06-30 |
| 4 | AMD | Advanced Micro Devices Inc | 12.2K | $7.1M | $6.5M | 4.66% | +11.0K | 2026-06-30 |
| 5 | TSM | Taiwan Semiconductor Manufac | 13.2K | $6.3M | $5.6M | 4.01% | -- | 2026-06-30 |
| 6 | DASH | Doordash Inc | 31.6K | $5.8M | $6.1M | 4.33% | +1.5K | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 29.0K | $5.8M | $6.3M | 4.49% | +27.4K | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 15.1K | $5.7M | $5.0M | 3.61% | +14.2K | 2026-06-30 |
| 9 | AAPL | Apple Inc | 19.4K | $5.6M | $6.6M | 4.70% | -- | 2026-06-30 |
| 10 | COST | Costco Wholesale Corporation | 5.9K | $5.6M | $5.9M | 4.22% | +5.6K | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 14.4K | $5.4M | $7.6M | 5.46% | -- | 2026-06-30 |
| 12 | IWO | iShares TR | 13.5K | $5.3M | $4.7M | 3.35% | -- | 2026-06-30 |
| 13 | QCOM | Qualcomm Inc | 28.0K | $5.2M | $4.9M | 3.51% | -7,074 | 2026-06-30 |
| 14 | MRVL | Marvell Technology Inc | 12.6K | $3.7M | $3.0M | 2.16% | -- | 2026-06-30 |
| 15 | GOOGL | Alphabet Inc | 6.7K | $2.4M | $2.3M | 1.63% | -- | 2026-06-30 |
| 16 | CCJ | Cameco Corp | 18.8K | $1.9M | $1.5M | 1.08% | -- | 2026-06-30 |
| 17 | AMZN | Amazon.com Inc | 7.6K | $1.8M | $2.0M | 1.42% | +1.4K | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 3.1K | $1.8M | $2.2M | 1.55% | +1.2K | 2026-06-30 |
| 19 | MELI | Mercadolibre Inc | 830 | $1.4M | $1.6M | 1.11% | -419 | 2026-06-30 |
| 20 | UMAC | Unusual Machs Inc | 58.7K | $1.3M | $961K | 0.69% | -50,259 | 2026-06-30 |
| 21 | XBI | Spdr Series Trust | 6.7K | $1.1M | $1.0M | 0.74% | -16,512 | 2026-06-30 |
| 22 | MU | Micron Technology Inc | 683 | $788K | $612K | 0.44% | -- | 2026-06-30 |
| 23 | DOMH | Dominari Holdings Inc | 243.2K | $763K | $454K | 0.32% | +129.0K | 2026-06-30 |
| 24 | GLD | Spdr Gold TR | 1.8K | $672K | $689K | 0.49% | +307 | 2026-06-30 |
| 25 | SNPS | Synopsys Inc | 1.4K | $616K | $618K | 0.44% | -- | 2026-06-30 |
← Scroll →
Page 1 of 3