Lagoda Investment Management, L.P. Long-Term Concentrated

Location: NEW YORK, NY

CIK: 0001632108 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $162M (100.0% shares, 0.0% debt)

Holdings (25)

New Positions (3)

Decreased Positions (18)

TPL TEXAS PACIFIC LAND CORPORATI 25.2%
Value $40.92M (+36.7%) Shares 86,225 (-17.3%) Est. Cost Unrealized
TRUP TRUPANION INC 1.6%
Value $2.524M (-72.9%) Shares 98,550 (-60.5%) Est. Cost Unrealized
NTRA NATERA INC 7.9%
Value $12.89M (-29.1%) Shares 64,455 (-18.8%) Est. Cost Unrealized
TMDX TRANSMEDICS GROUP INC 5.5%
Value $9M (-29.4%) Shares 90,530 (-13.6%) Est. Cost Unrealized
GOOG ALPHABET INC 6.6%
Value $10.71M (-25.9%) Shares 37,340 (-19.0%) Est. Cost Unrealized
STXS STEREOTAXIS INC 4.9%
Value $8.005M (-28.4%) Shares 4,350,400 (-10.5%) Est. Cost Unrealized
PTC PTC INC 3.6%
Value $5.907M (-32.9%) Shares 41,455 (-17.9%) Est. Cost Unrealized
GXO GXO LOGISTICS INCORPORATED 4.1%
Value $6.702M (-14.6%) Shares 129,260 (-13.3%) Est. Cost Unrealized
ARM ARM HOLDINGS PLC 2.4%
Value $3.946M (+27.0%) Shares 26,085 (-8.3%) Est. Cost Unrealized
MA MASTERCARD INCORPORATED 1.6%
Value $2.536M (-23.5%) Shares 5,075 (-12.6%) Est. Cost Unrealized
RNR RENAISSANCERE HLDGS LTD 4.1%
Value $6.723M (-8.8%) Shares 22,620 (-13.7%) Est. Cost Unrealized
UI UBIQUITI INC 4.4%
Value $7.077M (+8.2%) Shares 8,955 (-24.2%) Est. Cost Unrealized
HEI HEICO CORP NEW 1.0%
Value $1.604M (-20.9%) Shares 5,850 (-6.6%) Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 5.7%
Value $9.262M (-3.6%) Shares 27,405 (-13.4%) Est. Cost Unrealized
XPO XPO INC 6.0%
Value $9.669M (+3.6%) Shares 49,700 (-27.6%) Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value $1.759M (-9.6%) Shares 3,670 (-5.2%) Est. Cost Unrealized
MSFT MICROSOFT CORP 0.3%
Value $407K (-25.2%) Shares 1,100 (-2.2%) Est. Cost Unrealized
GLD SPDR GOLD TR 0.2%
Value $258K (+0.2%) Shares 600 (-7.7%) Est. Cost Unrealized