Connective Capital Management, LLC Quant / Systematic

Location: Palo Alto, CA

CIK: 0001543568 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 16, 2024

Total Value: $65.53M (100.0% shares, 0.0% debt)

Holdings (25)

ISRG INTUITIVE SURGICAL INC 14.2%
Value $9.274M Shares 23,237 Est. Cost $377.87 Unrealized 0.0%
MSFT MICROSOFT CORP 11.8%
Value $7.703M Shares 18,309 Est. Cost $234.05 Unrealized +70.6%
IWM ISHARES TR RUSSELL 2000 11.2%
Value $7.327M Shares 34,842 Est. Cost $204.66 Unrealized
AAPL APPLE INC 7.2%
Value $4.691M Shares 27,356 Est. Cost $82.65 Unrealized +118.1%
QLD PROSHARES ULTRA QQQ 7.1%
Value $4.633M Shares 52,959 Est. Cost $63.41 Unrealized
CCJ CAMECO CORP 6.5%
Value $4.272M Shares 98,623 Est. Cost $41.63 Unrealized +4.9%
ASML ASML HOLDING N V 6.2%
Value $4.061M Shares 4,185 Est. Cost $711.12 Unrealized
ANSYS INC 6.0%
Value $3.931M Shares 11,323 Est. Cost $280.48 Unrealized
IWO ISHARES TR RUS 2000 GRW 5.6%
Value $3.643M Shares 13,453 Est. Cost $214.52 Unrealized
AMZN AMAZON COM INC 4.3%
Value $2.808M Shares 15,565 Est. Cost $116.86 Unrealized +42.8%
GOOGL ALPHABET INC 4.1%
Value $2.689M Shares 17,818 Est. Cost $119.01 Unrealized +19.3%
IWC ISHARES TR MICRO-CAP 3.7%
Value $2.432M Shares 20,066 Est. Cost $61.73 Unrealized
CAMECO CORP 3.3%
Value $2.166M Shares 50,000 Est. Cost Unrealized
MELI MERCADOLIBRE INC 3.3%
Value $2.156M Shares 1,426 Est. Cost $890.25 Unrealized +83.8%
NXE NEXGEN ENERGY LTD 1.9%
Value $1.229M Shares 158,131 Est. Cost $4.43 Unrealized +67.7%
UEC URANIUM ENERGY CORP 1.3%
Value $837K Shares 124,007 Est. Cost $2.85 Unrealized +147.6%
DNN DENISON MINES CORP 0.9%
Value $602K Shares 308,785 Est. Cost $1.82 Unrealized +4.0%
HGBL HERITAGE GLOBAL INC 0.8%
Value $538K Shares 203,938 Est. Cost $2.84 Unrealized 0.0%
SLP SIMULATIONS PLUS INC 0.6%
Value $364K Shares 8,835 Est. Cost $40.84 Unrealized 0.0%
FTHM FATHOM HOLDINGS INC 0.2%
Value $162K Shares 81,293 Est. Cost $2.81 Unrealized -3.1%
SURGEPAYS INC 0.0%
Value $5,527 Shares 9,529 Est. Cost $0.58 Unrealized
BITE ACQUISITION CORP 0.0%
Value $1,750 Shares 24,999 Est. Cost $10.21 Unrealized
MOBX MOBIX LABS INC 0.0%
Value $1,007 Shares 22,397 Est. Cost $2.55 Unrealized 0.0%
NBSTW NEWBURY STREET ACQUISITN COR 0.0%
Value $444 Shares 10,498 Est. Cost $10.00 Unrealized
EDIFY ACQUISITION CORP 0.0%
Value $4 Shares 5,000 Est. Cost $0.00 Unrealized