Connective Capital Management, LLC
67 holdingsFiling period: 2026-03-31Current AUM: $144.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 35.8K | $20.7M | $24.6M | 17.01% | +3.1K | 2026-03-31 |
| 2 | ISRG | INTUITIVE SURGICAL INC | 23.4K | $10.8M | $8.3M | 5.71% | -- | 2026-03-31 |
| 3 | QLD | PROSHARES TR | 105.9K | $6.5M | $8.9M | 6.12% | -- | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 14.4K | $5.3M | $6.7M | 4.61% | -- | 2026-03-31 |
| 5 | AAPL | APPLE INC | 19.4K | $4.9M | $6.0M | 4.14% | -- | 2026-03-31 |
| 6 | PANW | PALO ALTO NETWORKS INC | 29.6K | $4.8M | $9.8M | 6.80% | -- | 2026-03-31 |
| 7 | SHOP | SHOPIFY INC | 38.9K | $4.6M | $4.6M | 3.15% | -- | 2026-03-31 |
| 8 | DASH | DOORDASH INC | 30.1K | $4.5M | $5.9M | 4.08% | -- | 2026-03-31 |
| 9 | QCOM | QUALCOMM INC | 35.0K | $4.5M | $5.2M | 3.57% | -- | 2026-03-31 |
| 10 | MPWR | MONOLITHIC PWR SYS INC | 4.1K | $4.5M | $5.9M | 4.04% | -- | 2026-03-31 |
| 11 | KLAC | KLA CORP | 2.9K | $4.3M | $539K | 0.37% | -- | 2026-03-31 |
| 12 | ARM | ARM HOLDINGS PLC | 28.7K | $4.3M | $6.9M | 4.74% | -- | 2026-03-31 |
| 13 | IWO | ISHARES TR | 13.5K | $4.2M | $5.0M | 3.44% | -- | 2026-03-31 |
| 14 | AMAT | APPLIED MATLS INC | 12.3K | $4.2M | $6.3M | 4.33% | -- | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 23.7K | $4.0M | $3.7M | 2.55% | -- | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 23.7K | $4.0M | $3.7M | 2.55% | -- | 2026-03-31 |
| 17 | XBI | SPDR SERIES TRUST | 23.2K | $3.0M | $3.4M | 2.36% | +15.2K | 2026-03-31 |
| 18 | MELI | MERCADOLIBRE INC | 1.2K | $2.2M | $2.3M | 1.62% | -181 | 2026-03-31 |
| 19 | UNH | UNITEDHEALTH GROUP INC | 7.8K | $2.1M | $3.2M | 2.24% | -- | 2026-03-31 |
| 20 | CCJ | CAMECO CORP | 18.8K | $2.0M | $1.6M | 1.12% | -26,269 | 2026-03-31 |
| 21 | COP | CONOCOPHILLIPS | 15.4K | $2.0M | $1.9M | 1.28% | -- | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 6.7K | $1.9M | $2.4M | 1.65% | -- | 2026-03-31 |
| 23 | UMAC | UNUSUAL MACHS INC | 109.0K | $1.4M | $2.3M | 1.59% | +77.2K | 2026-03-31 |
| 24 | AMZN | AMAZON COM INC | 6.2K | $1.3M | $1.7M | 1.15% | -3,143 | 2026-03-31 |
| 25 | META | META PLATFORMS INC | 1.9K | $1.1M | $1.1M | 0.74% | +339 | 2026-03-31 |
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