Lagoda Investment Management as of June 30, 2025
Portfolio Holdings for Lagoda Investment Management
Lagoda Investment Management holds 24 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 20.2 | $36M | 34k | 1056.39 | |
| Trupanion (TRUP) | 8.2 | $15M | 263k | 55.35 | |
| Natera (NTRA) | 8.1 | $14M | 84k | 168.94 | |
| Transmedics Group (TMDX) | 7.9 | $14M | 104k | 134.01 | |
| Stereotaxis Com New (STXS) | 5.6 | $9.9M | 4.7M | 2.12 | |
| Digimarc Corporation (DMRC) | 5.6 | $9.8M | 743k | 13.21 | |
| Xpo Logistics Inc equity (XPO) | 5.5 | $9.7M | 77k | 126.29 | |
| Ptc (PTC) | 5.3 | $9.3M | 54k | 172.34 | |
| Volitionrx (VNRX) | 5.0 | $8.9M | 12M | 0.76 | |
| Ubiquiti (UI) | 4.5 | $8.0M | 19k | 411.65 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.2 | $7.4M | 33k | 226.49 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $7.4M | 42k | 177.39 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 3.8 | $6.7M | 138k | 48.70 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 3.7 | $6.5M | 27k | 242.90 | |
| Arm Holdings Sponsored Ads (ARM) | 3.1 | $5.5M | 34k | 161.74 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $3.3M | 5.8k | 561.94 | |
| HEICO Corporation (HEI) | 1.2 | $2.1M | 6.5k | 328.00 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $1.5M | 2.00 | 728800.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $918k | 1.9k | 485.77 | |
| Microsoft Corporation (MSFT) | 0.4 | $634k | 1.3k | 497.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $265k | 1.5k | 176.23 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $213k | 700.00 | 304.83 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $69k | 5.0k | 13.74 | |
| Abbott Laboratories (ABT) | 0.0 | $22k | 160.00 | 136.01 |
