SEC Form 13F

Lagoda Investment Management, L.P. 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$181,884,662
Positions25

Largest disclosed positions

IssuerTickerClassReported valueReported amount
TEXAS PACIFIC LAND CORPORATITPLCOM$37,475,55185,631
NATERA INCNTRACOM$15,880,63958,503
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$13,142,72627,520
ALPHABET INCGOOGCAP STK CL C$12,852,37936,375
ADVANCED MICRO DEVICES INCAMDCOM$10,354,72117,825
ARM HOLDINGS PLCARMSPONSORED ADS$10,114,10928,525
DIGIMARC CORPDMRCCOM$9,374,4991,140,450
XPO INCXPOCOM$8,599,59841,890
STEREOTAXIS INCSTXSCOM NEW$7,090,8724,122,600
RENAISSANCERE HLDGS LTDRNRCOM$7,046,27222,235

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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