Universe · entity
Lagoda Investment Management, L.P.
Institutional manager (13F) · CIK 1632108
13F holdings · as of 2026-03-31 · top 25 · reported portfolio $162M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TEXAS PACIFIC LAND CORPORATI | $41M | 86,225 |
| 2 | NATERA INC | $13M | 64,455 |
| 3 | ALPHABET INC | $11M | 37,340 |
| 4 | XPO INC | $10M | 49,700 |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | $9M | 27,405 |
| 6 | TRANSMEDICS GROUP INC | $9M | 90,530 |
| 7 | STEREOTAXIS INC | $8M | 4,350,400 |
| 8 | UBIQUITI INC | $7M | 8,955 |
| 9 | RENAISSANCERE HLDGS LTD | $7M | 22,620 |
| 10 | GXO LOGISTICS INCORPORATED | $7M | 129,260 |
| 11 | PTC INC | $6M | 41,455 |
| 12 | DIGIMARC CORP NEW | $5M | 1,062,800 |
| 13 | ARM HOLDINGS PLC | $4M | 26,085 |
| 14 | SYNOPSYS INC | $4M | 9,390 |
| 15 | GUARDANT HEALTH INC | $3M | 36,410 |
| 16 | VOLITIONRX LTD | $3M | 16,149,000 |
| 17 | PROFOUND MED CORP | $3M | 441,015 |
| 18 | MASTERCARD INCORPORATED | $3M | 5,075 |
| 19 | TRUPANION INC | $3M | 98,550 |
| 20 | ADVANCED MICRO DEVICES INC | $2M | 11,480 |
| 21 | BERKSHIRE HATHAWAY INC DEL | $2M | 3,670 |
| 22 | HEICO CORP NEW | $2M | 5,850 |
| 23 | QXO INC | $2M | 77,375 |
| 24 | MICROSOFT CORP | $407k | 1,100 |
| 25 | SPDR GOLD TR | $258k | 600 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.