account_balance
Investment manager · 13F filer · SEC CIK 1543568
Connective Capital Management, LLC
Reported value$142Mas of Jun 30, 2026
Positions70 30 new, 26 sold out
Top 10 weight68.5%QQQ alone is 25%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
25.2%Added +36%
QLDProshares Tr
7.2%
ISRGIntuitive Surgical Inc
6.6%
AMDAdvanced Micro Devices Inc
5.0%Added +907%
TSMTaiwan Semiconductor Manufac
4.4%New
DASHDoordash Inc
4.1%Added +5%
NVDANvidia Corporation
4.1%Added +1731%
AVGOBroadcom Inc
4.0%Added +1569%
AAPLApple Inc
4.0%
COSTCostco Wholesale Corporation
3.9%Added +1790%
MSFTMicrosoft Corp
3.8%
IWOiShares Tr
3.7%
QQQInvesco QQQ Tr
25.2%Added +36%
QLD7.2%
ISRG6.6%AMD5.0%TSM4.4%DASH4.1%NVDA4.1%AVGO4.0%AAPL4.0%COST3.9%MSFT3.8%IWO3.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 25.2% Added +36%
QLD Proshares Tr 7.2% Held
ISRG Intuitive Surgical Inc 6.6% HeldAMD Advanced Micro Devices Inc 5.0% Added +907%TSM Taiwan Semiconductor Manufac 4.4% NewDASH Doordash Inc 4.1% Added +5%NVDA Nvidia Corporation 4.1% Added +1731%AVGO Broadcom Inc 4.0% Added +1569%AAPL Apple Inc 4.0% HeldCOST Costco Wholesale Corporation 3.9% Added +1790%MSFT Microsoft Corp 3.8% HeldIWO iShares Tr 3.7% Held
What changed