Connective Capital Management, LLC Quant / Systematic

CIK: 0001543568 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 18, 2025

Total Value ($000): $85,854 (100.0% shares, 0.0% debt)

Holdings (68)

ISRG INTUITIVE SURGICAL INC 13.3%
Value ($000) $11,446 Shares 21,929 Est. Cost $436.78 Unrealized +19.2%
GLNG GOLAR LNG LTD 8.4%
Value ($000) $7,254 Shares 171,420 Est. Cost $32.19 Unrealized +17.5%
MSFT MICROSOFT CORP 7.6%
Value ($000) $6,500 Shares 15,420 Est. Cost $241.07 Unrealized +75.2%
AAPL APPLE INC 7.4%
Value ($000) $6,334 Shares 25,295 Est. Cost $82.65 Unrealized +183.7%
QLD PROSHARES TR 6.7%
Value ($000) $5,732 Shares 52,959 Est. Cost $63.41 Unrealized
AMZN AMAZON COM INC 5.4%
Value ($000) $4,638 Shares 21,140 Est. Cost $134.31 Unrealized +52.3%
IWO ISHARES TR 4.5%
Value ($000) $3,872 Shares 13,453 Est. Cost $214.52 Unrealized
GOOGL ALPHABET INC 3.9%
Value ($000) $3,373 Shares 17,818 Est. Cost $119.01 Unrealized +46.3%
CCJ CAMECO CORP 3.6%
Value ($000) $3,118 Shares 60,664 Est. Cost $44.00 Unrealized +23.4%
META META PLATFORMS INC 3.5%
Value ($000) $3,018 Shares 5,154 Est. Cost $493.30 Unrealized +18.5%
COST COSTCO WHSL CORP NEW 2.7%
Value ($000) $2,356 Shares 2,571 Est. Cost $861.91 Unrealized +7.0%
NVDA NVIDIA CORPORATION 2.6%
Value ($000) $2,204 Shares 16,412 Est. Cost $118.07 Unrealized +16.7%
MELI MERCADOLIBRE INC 2.5%
Value ($000) $2,103 Shares 1,237 Est. Cost $890.25 Unrealized +118.7%
ANSYS INC 2.0%
Value ($000) $1,733 Shares 5,137 Est. Cost $280.48 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 1.9%
Value ($000) $1,662 Shares 9,410 Est. Cost $33.43 Unrealized +25.2%
IBM INTERNATIONAL BUSINESS MACHS 1.9%
Value ($000) $1,627 Shares 7,400 Est. Cost $188.97 Unrealized +14.5%
HUBS HUBSPOT INC 1.9%
Value ($000) $1,594 Shares 2,288 Est. Cost $642.90 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 1.4%
Value ($000) $1,199 Shares 2,679 Est. Cost $428.22 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 1.4%
Value ($000) $1,163 Shares 3,399 Est. Cost $284.07 Unrealized +17.1%
ZG ZILLOW GROUP INC 1.3%
Value ($000) $1,100 Shares 15,524 Est. Cost $52.05 Unrealized +32.4%
COIN COINBASE GLOBAL INC 1.1%
Value ($000) $931 Shares 3,749 Est. Cost $253.86 Unrealized 0.0%
EL LAUDER ESTEE COS INC 1.0%
Value ($000) $857 Shares 11,432 Est. Cost $77.36 Unrealized 0.0%
LPTH LIGHTPATH TECHNOLOGIES INC 0.9%
Value ($000) $733 Shares 207,597 Est. Cost $1.87 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.9%
Value ($000) $730 Shares 1,234 Est. Cost $716.72 Unrealized 0.0%
TNDM TANDEM DIABETES CARE INC 0.7%
Value ($000) $611 Shares 16,960 Est. Cost $33.83 Unrealized 0.0%
BLZE BACKBLAZE INC 0.7%
Value ($000) $600 Shares 99,620 Est. Cost $6.79 Unrealized 0.0%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.7%
Value ($000) $579 Shares 20,659 Est. Cost $28.02 Unrealized
HOOD ROBINHOOD MKTS INC 0.6%
Value ($000) $545 Shares 14,626 Est. Cost $32.29 Unrealized 0.0%
EVEX EVE HLDG INC 0.6%
Value ($000) $500 Shares 91,961 Est. Cost $3.76 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.6%
Value ($000) $496 Shares 2,219 Est. Cost $247.76 Unrealized 0.0%
BYRN BYRNA TECHNOLOGIES INC 0.5%
Value ($000) $449 Shares 15,599 Est. Cost $11.84 Unrealized +65.6%
SRTA BLADE AIR MOBILITY INC 0.5%
Value ($000) $434 Shares 102,147 Est. Cost $3.81 Unrealized 0.0%
ASPN ASPEN AEROGELS INC 0.5%
Value ($000) $433 Shares 36,475 Est. Cost $17.05 Unrealized 0.0%
OOMA OOMA INC 0.5%
Value ($000) $431 Shares 30,644 Est. Cost $13.34 Unrealized 0.0%
ABEO ABEONA THERAPEUTICS INC 0.5%
Value ($000) $417 Shares 74,913 Est. Cost $5.22 Unrealized +17.9%
BWXT BWX TECHNOLOGIES INC 0.5%
Value ($000) $398 Shares 3,572 Est. Cost $98.25 Unrealized +23.3%
CAN CANAAN INC 0.5%
Value ($000) $388 Shares 189,446 Est. Cost $2.05 Unrealized
TWI TITAN INTL INC ILL 0.4%
Value ($000) $374 Shares 55,062 Est. Cost $7.94 Unrealized -9.3%
RCMT RCM TECHNOLOGIES INC 0.4%
Value ($000) $349 Shares 15,735 Est. Cost $22.26 Unrealized 0.0%
GCT GIGACLOUD TECHNOLOGY INC 0.4%
Value ($000) $347 Shares 18,718 Est. Cost $23.14 Unrealized 0.0%
ACB AURORA CANNABIS INC 0.4%
Value ($000) $330 Shares 77,668 Est. Cost $4.91 Unrealized 0.0%
CDZI CADIZ INC 0.4%
Value ($000) $327 Shares 62,976 Est. Cost $3.60 Unrealized 0.0%
DOMO DOMO INC 0.4%
Value ($000) $315 Shares 44,487 Est. Cost $8.09 Unrealized 0.0%
NBIS NEBIUS GROUP N.V. 0.3%
Value ($000) $272 Shares 9,836 Est. Cost $24.38 Unrealized 0.0%
NEWT NEWTEKONE INC 0.3%
Value ($000) $250 Shares 19,557 Est. Cost $13.56 Unrealized 0.0%
UAMY UNITED STATES ANTIMONY CORP 0.3%
Value ($000) $241 Shares 136,088 Est. Cost $0.50 Unrealized +99.5%
FCEL FUELCELL ENERGY INC 0.2%
Value ($000) $202 Shares 22,319 Est. Cost $9.91 Unrealized 0.0%
EVTL VERTICAL AEROSPACE LTD 0.2%
Value ($000) $189 Shares 15,000 Est. Cost $6.82 Unrealized 0.0%
RENT RENT THE RUNWAY INC 0.2%
Value ($000) $183 Shares 21,485 Est. Cost $9.73 Unrealized 0.0%
LFMD LIFEMD INC 0.2%
Value ($000) $162 Shares 32,722 Est. Cost $5.24 Unrealized 0.0%
SKYX SKYX PLATFORMS CORP 0.2%
Value ($000) $153 Shares 132,105 Est. Cost $1.14 Unrealized 0.0%
VVPR VIVOPOWER INTERNATIONAL PLC 0.2%
Value ($000) $144 Shares 108,489 Est. Cost $1.02 Unrealized 0.0%
TLSI TRISALUS LIFE SCIENCES INC 0.2%
Value ($000) $140 Shares 27,989 Est. Cost $4.23 Unrealized 0.0%
APPLIED DNA SCIENCES INC 0.0%
Value ($000) $36 Shares 178,615 Est. Cost $0.20 Unrealized
SBFM SUNSHINE BIOPHARMA INC 0.0%
Value ($000) $34 Shares 11,345 Est. Cost $2.85 Unrealized 0.0%
NMHI NATURES MIRACLE HLDG INC 0.0%
Value ($000) $34 Shares 15,860 Est. Cost $3.31 Unrealized 0.0%
CNS PHARMACEUTICALS INC 0.0%
Value ($000) $34 Shares 280,055 Est. Cost $0.12 Unrealized
CBDMD INC 0.0%
Value ($000) $33 Shares 89,215 Est. Cost $0.51 Unrealized
INTERACTIVE STRENGTH INC 0.0%
Value ($000) $32 Shares 11,395 Est. Cost $2.85 Unrealized
PSYENCE BIOMEDICAL LTD 0.0%
Value ($000) $24 Shares 11,149 Est. Cost $2.11 Unrealized
MSGM MOTORSPORT GAMES INC 0.0%
Value ($000) $22 Shares 16,267 Est. Cost $1.26 Unrealized 0.0%
MARIN SOFTWARE INC 0.0%
Value ($000) $21 Shares 9,517 Est. Cost $2.21 Unrealized
VANI VIVANI MEDICAL INC 0.0%
Value ($000) $21 Shares 18,088 Est. Cost $1.27 Unrealized 0.0%
CLSKW CLEANSPARK INC 0.0%
Value ($000) $13 Shares 17,500 Est. Cost $0.72 Unrealized
HYDROFARM HLDGS GROUP INC 0.0%
Value ($000) $8 Shares 13,190 Est. Cost $0.58 Unrealized
MOBXW MOBIX LABS INC 0.0%
Value ($000) $3 Shares 22,397 Est. Cost $0.13 Unrealized
MDCXW MEDICUS PHARMA LTD 0.0%
Value ($000) $2 Shares 6,000 Est. Cost $0.35 Unrealized
ABVEW ABOVE FOOD INGREDIENTS INC 0.0%
Value ($000) $1 Shares 24,999 Est. Cost $0.02 Unrealized