Lagoda Investment Management, L.P.
Lagoda Investment Management, L.P. reported 25 holdings worth US$182M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Lagoda Investment Management, L.P. reported 25 holdings worth US$182M as of Jun 30, 2026. Largest: Texas Pacific Land Corporation, Natera, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 25
- Value as reported
- US$182M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Texas Pacific Land Corporation | 85,631 | US$37.5M | 20.6% |
| Natera, Inc. | 58,503 | US$15.9M | 8.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 27,520 | US$13.1M | 7.2% |
| Alphabet Inc (google) Class C | 35,964 | US$12.9M | 7.1% |
| Advanced Micro Devices Inc | 17,825 | US$10.4M | 5.7% |
| Digimarc Corporation | 1.14M | US$9.37M | 5.2% |
| Xpo, Inc. | 41,890 | US$8.6M | 4.7% |
| Stereotaxis, Inc. | 4.12M | US$7.09M | 3.9% |
| Renaissancere Holdings Ltd. | 22,235 | US$7.05M | 3.9% |
| Gxo Logistics, Inc. | 129K | US$6.56M | 3.6% |
| Transmedics Group, Inc. | 97,465 | US$6.47M | 3.6% |
| Guardant Health, Inc. | 37,365 | US$5.61M | 3.1% |
| Ptc Inc. | 45,660 | US$5.19M | 2.9% |
| Synopsys, Inc. | 10,626 | US$4.74M | 2.6% |
| Ubiquiti Inc. | 6,646 | US$3.55M | 2.0% |
| Qxo, Inc. | 204K | US$3.52M | 1.9% |
| Profound Medical Corp | 501K | US$3.33M | 1.8% |
| Mastercard Incorporated | 4,735 | US$2.43M | 1.3% |
| Heico Corporation | 8,286 | US$2.14M | 1.2% |
| Volitionrx Limited | 1.46M | US$1.97M | 1.1% |
| Trupanion, Inc. | 79,050 | US$1.96M | 1.1% |
| Berkshire Hathaway Inc. | 3,670 | US$1.84M | 1.0% |
| Microsoft Corp. | 1,075 | US$401K | 0.22% |