Lagoda Investment Management as of June 30, 2026
Portfolio Holdings for Lagoda Investment Management
Lagoda Investment Management holds 25 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 20.6 | $38M | 86k | 437.64 | |
| Natera (NTRA) | 8.7 | $16M | 59k | 271.45 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 7.2 | $13M | 28k | 477.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.1 | $13M | 36k | 353.33 | |
| Advanced Micro Devices (AMD) | 5.7 | $10M | 18k | 580.91 | |
| Arm Holdings Sponsored Ads (ARM) | 5.6 | $10M | 29k | 354.57 | |
| Digimarc Parent (DMRC) | 5.2 | $9.4M | 1.1M | 8.22 | |
| Xpo Logistics Inc equity (XPO) | 4.7 | $8.6M | 42k | 205.29 | |
| Stereotaxis Com New (STXS) | 3.9 | $7.1M | 4.1M | 1.72 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 3.9 | $7.0M | 22k | 316.90 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 3.6 | $6.6M | 129k | 50.70 | |
| Transmedics Group (TMDX) | 3.6 | $6.5M | 98k | 66.42 | |
| Guardant Health (GH) | 3.1 | $5.6M | 37k | 150.03 | |
| Ptc (PTC) | 2.9 | $5.2M | 46k | 113.61 | |
| Synopsys (SNPS) | 2.6 | $4.7M | 11k | 446.07 | |
| Ubiquiti (UI) | 2.0 | $3.5M | 6.6k | 534.03 | |
| Qxo Com New (QXO) | 1.9 | $3.5M | 204k | 17.28 | |
| Profound Med Corp Com New (PROF) | 1.8 | $3.3M | 501k | 6.65 | |
| Mastercard Incorporated Cl A (MA) | 1.3 | $2.4M | 4.7k | 513.60 | |
| HEICO Corporation (HEI) | 1.2 | $2.1M | 6.0k | 356.19 | |
| Volitionrx Common Stk | 1.1 | $2.0M | 1.5M | 1.35 | |
| Trupanion (TRUP) | 1.1 | $2.0M | 79k | 24.77 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.8M | 3.7k | 500.39 | |
| Microsoft Corporation (MSFT) | 0.2 | $401k | 1.1k | 373.02 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $258k | 700.00 | 368.38 |
