Holdings
Lagoda Investment Management, L.P.
As of Jun 30, 2026, Lagoda Investment Management, L.P. reported 23 positions worth US$172M. Largest: Texas Pacific Land Corporation, Natera, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Texas Pacific Land Corporation | 85,631 | US$37.5M | −594 | Jun 30, 2026 |
| Natera, Inc. | 58,503 | US$15.9M | −5,952 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 27,520 | US$13.1M | +115 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 35,964 | US$12.9M | −1,285 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 17,825 | US$10.4M | +6,345 | Jun 30, 2026 |
| Digimarc Corporation | 1.14M | US$9.37M | +77,650 | Jun 30, 2026 |
| Xpo, Inc. | 41,890 | US$8.6M | −7,810 | Jun 30, 2026 |
| Stereotaxis, Inc. | 4.12M | US$7.09M | −228K | Jun 30, 2026 |
| Renaissancere Holdings Ltd. | 22,235 | US$7.05M | −385 | Jun 30, 2026 |
| Gxo Logistics, Inc. | 129K | US$6.56M | +50 | Jun 30, 2026 |