Holdings
Connective Capital Management, LLC
As of Jun 30, 2026, Connective Capital Management, LLC reported 54 positions worth US$87M. Largest: Intuitive Surgical, Inc., Advanced Micro Devices Inc and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Intuitive Surgical, Inc. | 23,392 | US$9.3M | no change | Jun 30, 2026 |
| Advanced Micro Devices Inc | 12,189 | US$7.08M | +10,979 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 13,191 | US$6.3M | new | Jun 30, 2026 |
| Doordash, Inc. | 31,569 | US$5.83M | +1,490 | Jun 30, 2026 |
| Nvidia Corporation | 29,025 | US$5.81M | +27,440 | Jun 30, 2026 |
| Broadcom Inc. | 15,089 | US$5.7M | +14,185 | Jun 30, 2026 |
| Apple Inc | 19,379 | US$5.61M | no change | Jun 30, 2026 |
| Costco Wholesale Corporation | 5,935 | US$5.55M | +5,621 | Jun 30, 2026 |
| Microsoft Corp. | 14,354 | US$5.35M | no change | Jun 30, 2026 |
| Qualcomm Incorporated | 27,957 | US$5.17M | −7,074 | Jun 30, 2026 |