Connective Capital Management, LLC
Connective Capital Management, LLC reported 70 positions worth $141.9M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: QQQ (25.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $35.8M | 25.24% | 48,645 | — | — | |
| ▸ 2 | QLD | SH | $10.2M | 7.22% | 105,918 | — | — | |
| ▸ 3 | ISRG | SH | $9.3M | 6.55% | 23,392 | — | — | |
| ▸ 4 | AMD | SH | $7.1M | 4.99% | 12,189 | — | — | |
| ▸ 5 | TSM | SH | $6.3M | 4.44% | 13,191 | — | — | |
| ▸ 6 | DASH | SH | $5.8M | 4.10% | 31,569 | — | — | |
| ▸ 7 | NVDA | SH | $5.8M | 4.09% | 29,025 | — | — | |
| ▸ 8 | AVGO | SH | $5.7M | 4.02% | 15,089 | — | — | |
| ▸ 9 | AAPL | SH | $5.6M | 3.95% | 19,379 | — | — | |
| ▸ 10 | COST | SH | $5.6M | 3.91% | 5,935 | — | — |
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Frequently Asked Questions
What stocks does Connective Capital Management, LLC hold as of Q2 2026?
Connective Capital Management, LLC reported 70 positions worth $141.9M in its Q2 2026 13F filing. Largest positions: QQQ (25.2%), QLD (7.2%), ISRG (6.6%), AMD (5.0%) and TSM (4.4%).
What did Connective Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Connective Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.