Connective Capital Management as of Sept. 30, 2023
Portfolio Holdings for Connective Capital Management
Connective Capital Management holds 30 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 13.2 | $5.8M | 18k | 315.75 | |
Apple (AAPL) | 10.7 | $4.7M | 27k | 171.21 | |
Cameco Corp call | 10.1 | $4.4M | 112k | 39.64 | |
Golar Lng SHS (GLNG) | 9.2 | $4.0M | 166k | 24.26 | |
Proshares Tr Pshs Ultra Qqq (QLD) | 7.2 | $3.1M | 53k | 59.35 | |
Ishares Russell 2000 Growth Etf (IWO) | 6.9 | $3.0M | 14k | 224.15 | |
Proshares Tr Ultrapro Qqq | 6.7 | $2.9M | 82k | 35.62 | |
Asml Holding N V N Y Registry Shs (ASML) | 5.6 | $2.5M | 4.2k | 588.66 | |
Ishares Russell Microcap Inx Etf (IWC) | 4.6 | $2.0M | 20k | 100.10 | |
MercadoLibre (MELI) | 4.1 | $1.8M | 1.4k | 1267.88 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $1.7M | 13k | 130.86 | |
Amazon (AMZN) | 3.7 | $1.6M | 13k | 127.12 | |
Nexgen Energy (NXE) | 2.9 | $1.3M | 213k | 5.97 | |
Cognex Corporation (CGNX) | 2.4 | $1.1M | 25k | 42.44 | |
Ansys (ANSS) | 2.2 | $976k | 3.3k | 297.55 | |
Ambarella SHS (AMBA) | 1.7 | $755k | 14k | 53.03 | |
Uranium Energy (UEC) | 1.5 | $639k | 124k | 5.15 | |
Match Group (MTCH) | 1.1 | $499k | 13k | 39.17 | |
Acm Resh Com Cl A (ACMR) | 1.1 | $492k | 27k | 18.11 | |
Essa Pharma Com New (EPIX) | 0.6 | $261k | 85k | 3.09 | |
Intercure Com New (INCR) | 0.2 | $77k | 49k | 1.57 | |
Armada Acquisition Corp I (AACI) | 0.2 | $76k | 7.1k | 10.70 | |
Surgepays W Exp 10/22/202 (SURGW) | 0.0 | $11k | 9.5k | 1.14 | |
Newbury Street Acquisitn Cor W Exp 04/30/202 (NBSTW) | 0.0 | $1.5k | 11k | 0.15 | |
Bite Acquisition Corp W Exp 02/12/203 (BITE.WS) | 0.0 | $1.2k | 25k | 0.05 | |
Adit Edtech Acquisition Corp W Exp 99/99/999 | 0.0 | $1.2k | 18k | 0.07 | |
Chavant Capital Acquisitn W Exp 99/99/999 | 0.0 | $1.0k | 22k | 0.04 | |
Tlg Acquisition One Corp W Exp 01/25/202 | 0.0 | $473.314400 | 17k | 0.03 | |
Edify Acquisition Corp W Exp 11/25/202 | 0.0 | $117.000000 | 5.0k | 0.02 | |
Getaround W Exp 03/09/202 (GETRW) | 0.0 | $79.984000 | 5.0k | 0.02 |