Holders — by stockHoldings — by fund
Connective Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001543568
$141.9M
disclosed book value
70
positions
25.2%
largest position share
Positions, as of 2026-06-30
top 70 of 70 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | QQQINVESCO QQQ TR | 48,645 | $35.8M | 25.2% |
| 2 | QLDPROSHARES TR | 105,918 | $10.2M | 7.2% |
| 3 | ISRGINTUITIVE SURGICAL INC | 23,392 | $9.3M | 6.6% |
| 4 | AMDADVANCED MICRO DEVICES INC | 12,189 | $7.1M | 5% |
| 5 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 13,191 | $6.3M | 4.4% |
| 6 | DASHDOORDASH INC | 31,569 | $5.8M | 4.1% |
| 7 | NVDANVIDIA CORPORATION | 29,025 | $5.8M | 4.1% |
| 8 | AVGOBROADCOM INC | 15,089 | $5.7M | 4% |
| 9 | AAPLAPPLE INC | 19,379 | $5.6M | 4% |
| 10 | COSTCOSTCO WHOLESALE CORPORATION | 5,935 | $5.6M | 3.9% |
| 11 | MSFTMICROSOFT CORP | 14,354 | $5.4M | 3.8% |
| 12 | IWOISHARES TR | 13,453 | $5.3M | 3.7% |
| 13 | QCOMQUALCOMM INC | 27,957 | $5.2M | 3.6% |
| 14 | MRVLMARVELL TECHNOLOGY INC | 12,580 | $3.7M | 2.6% |
| 15 | GOOGLALPHABET INC | 6,689 | $2.4M | 1.7% |
| 16 | CCJCAMECO CORP | 18,760 | $1.9M | 1.3% |
| 17 | AMZNAMAZON COM INC | 7,580 | $1.8M | 1.3% |
| 18 | METAMETA PLATFORMS INC | 3,122 | $1.8M | 1.2% |
| 19 | MELIMERCADOLIBRE INC | 830 | $1.4M | 1% |
| 20 | UMACUNUSUAL MACHS INC | 58,701 | $1.3M | 0.9% |
| 21 | XBISPDR SERIES TRUST | 6,736 | $1.1M | 0.8% |
| 22 | MUMICRON TECHNOLOGY INC | 683 | $788,380 | 0.6% |
| 23 | DOMHDOMINARI HOLDINGS INC | 243,223 | $763,720 | 0.5% |
| 24 | GLDSPDR GOLD TR | 1,825 | $672,294 | 0.5% |
| 25 | SNPSSYNOPSYS INC | 1,383 | $616,915 | 0.4% |
| 26 | GDXVANECK ETF TRUST | 8,043 | $606,844 | 0.4% |
| 27 | LRCXLAM RESEARCH CORP | 1,256 | $544,262 | 0.4% |
| 28 | GORILLA TECHNOLOGY GROUP INC | 24,268 | $482,448 | 0.3% |
| 29 | CXDOCREXENDO INC | 62,229 | $464,851 | 0.3% |
| 30 | CSCOCISCO SYS INC | 3,705 | $435,189 | 0.3% |
| 31 | ABATAMERICAN BATTERY TECHNOLOGY | 148,524 | $420,323 | 0.3% |
| 32 | KOPNKOPIN CORP | 90,635 | $406,045 | 0.3% |
| 33 | CEGCONSTELLATION ENERGY CORP | 1,621 | $402,608 | 0.3% |
| 34 | BKSYBLACKSKY TECHNOLOGY INC | 14,341 | $400,401 | 0.3% |
| 35 | GDXJVANECK ETF TRUST | 4,058 | $398,699 | 0.3% |
| 36 | LUNRINTUITIVE MACHINES INC | 18,364 | $392,806 | 0.3% |
| 37 | SHAZSHARONAI HOLDINGS INC | 4,323 | $365,985 | 0.3% |
| 38 | VELOVELO3D INC | 19,659 | $345,015 | 0.2% |
| 39 | POLYPID LTD | 67,600 | $343,408 | 0.2% |
| 40 | INVEIDENTIV INC | 130,120 | $327,902 | 0.2% |
| 41 | PAYSPAYSIGN INC | 39,885 | $326,658 | 0.2% |
| 42 | GOOGALPHABET INC | 876 | $309,517 | 0.2% |
| 43 | TSLATESLA INC | 715 | $300,729 | 0.2% |
| 44 | WAVEECO WAVE POWER GLOBAL AB | 32,234 | $291,718 | 0.2% |
| 45 | WMTWALMART INC | 2,451 | $277,600 | 0.2% |
| 46 | NNVCNANOVIRICIDES INC | 185,217 | $255,599 | 0.2% |
| 47 | NFLXNETFLIX INC. | 3,561 | $254,255 | 0.2% |
| 48 | PLTRPALANTIR TECHNOLOGIES INC | 2,004 | $233,807 | 0.2% |
| 49 | CODACODA OCTOPUS GROUP INC | 22,478 | $219,610 | 0.2% |
| 50 | OSSONE STOP SYS INC | 11,198 | $203,580 | 0.1% |
| 51 | ONCYONCOLYTICS BIOTECH INC | 185,712 | $176,408 | 0.1% |
| 52 | DINDINE BRANDS GLOBAL INC | 4,686 | $168,227 | 0.1% |
| 53 | FIPFTAI INFRASTRUCTURE INC | 36,057 | $167,304 | 0.1% |
| 54 | PCSAPROCESSA PHARMACEUTICALS INC | 85,274 | $163,726 | 0.1% |
| 55 | IPXIPERIONX LTD | 5,367 | $159,561 | 0.1% |
| 56 | UAMYUNITED STATES ANTIMONY CORP | 19,984 | $145,084 | 0.1% |
| 57 | SNDLSNDL INC | 95,656 | $129,136 | 0.1% |
| 58 | SBMTSILVER BOW MNG CORP | 15,000 | $101,400 | 0.1% |
| 59 | ETHAISHARES ETHEREUM TR | 8,492 | $100,970 | 0.1% |
| 60 | CVCAPSOVISION INC | 9,961 | $75,504 | 0.1% |
| 61 | FLWS1 800 FLOWERS COM INC | 18,482 | $64,317 | 0% |
| 62 | SOWGSOW GOOD INC | 12,354 | $51,516 | 0% |
| 63 | UAVSAGEAGLE AERIAL SYS INC NEW | 36,508 | $32,540 | 0% |
| 64 | IAUX/WSI-80 GOLD CORP | 30,000 | $25,500 | 0% |
| 65 | ELMTELMET GROUP CO (THE) | 1,000 | $19,740 | 0% |
| 66 | HCWBHCW BIOLOGICS INC | 3,338 | $16,657 | 0% |
| 67 | CLSKWCLEANSPARK INC | 17,500 | $5,250 | 0% |
| 68 | MDCXWMEDICUS PHARMA LTD | 6,000 | $3,900 | 0% |
| 69 | LSTALISATA THERAPEUTICS INC | 1,016 | $3,454 | 0% |
| 70 | MOBXWMOBIX LABS INC | 22,397 | $1,996 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.