Connective Capital Management, LLC Quant / Systematic

CIK: 0001543568 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 17, 2025

Total Value ($000): $108,934 (100.0% shares, 0.0% debt)

Holdings (73)

QQQ INVESCO QQQ TR 13.4%
Value ($000) $14,585 Shares 24,294 Est. Cost $489.61 Unrealized
ISRG INTUITIVE SURGICAL INC 9.0%
Value ($000) $9,807 Shares 21,929 Est. Cost $436.78 Unrealized +9.9%
AVGO BROADCOM INC 7.1%
Value ($000) $7,681 Shares 23,283 Est. Cost $212.55 Unrealized +43.8%
MSFT MICROSOFT CORP 6.8%
Value ($000) $7,435 Shares 14,354 Est. Cost $241.07 Unrealized +111.0%
QLD PROSHARES TR 6.7%
Value ($000) $7,266 Shares 52,959 Est. Cost $63.41 Unrealized
AAPL APPLE INC 4.5%
Value ($000) $4,934 Shares 19,379 Est. Cost $82.65 Unrealized +172.9%
IWO ISHARES TR 4.0%
Value ($000) $4,305 Shares 13,453 Est. Cost $214.52 Unrealized
CCJ CAMECO CORP 3.5%
Value ($000) $3,776 Shares 45,029 Est. Cost $44.00 Unrealized +75.9%
MELI MERCADOLIBRE INC 3.1%
Value ($000) $3,342 Shares 1,430 Est. Cost $1094.08 Unrealized +119.4%
META META PLATFORMS INC 3.0%
Value ($000) $3,225 Shares 4,391 Est. Cost $526.40 Unrealized +41.2%
COST COSTCO WHSL CORP NEW 2.2%
Value ($000) $2,437 Shares 2,633 Est. Cost $908.84 Unrealized +5.3%
DOMH DOMINARI HOLDINGS INC 2.2%
Value ($000) $2,377 Shares 335,273 Est. Cost $4.46 Unrealized +16.5%
AMD ADVANCED MICRO DEVICES INC 1.9%
Value ($000) $2,113 Shares 13,058 Est. Cost $161.38 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 1.9%
Value ($000) $2,105 Shares 11,778 Est. Cost $178.73 Unrealized
CRWD CROWDSTRIKE HLDGS INC 1.9%
Value ($000) $2,057 Shares 4,194 Est. Cost $433.57 Unrealized +4.9%
SPOT SPOTIFY TECHNOLOGY S A 1.9%
Value ($000) $2,051 Shares 2,939 Est. Cost $470.44 Unrealized +48.6%
AMZN AMAZON COM INC 1.9%
Value ($000) $2,041 Shares 9,295 Est. Cost $137.65 Unrealized +64.4%
JEF JEFFERIES FINL GROUP INC 1.7%
Value ($000) $1,842 Shares 28,154 Est. Cost $48.27 Unrealized +24.1%
GOOGL ALPHABET INC 1.6%
Value ($000) $1,725 Shares 7,094 Est. Cost $163.29 Unrealized +28.1%
RDDT REDDIT INC 1.5%
Value ($000) $1,594 Shares 6,930 Est. Cost $155.54 Unrealized +31.2%
DASH DOORDASH INC 1.5%
Value ($000) $1,586 Shares 5,831 Est. Cost $250.83 Unrealized 0.0%
NFLX NETFLIX INC 1.4%
Value ($000) $1,515 Shares 1,264 Est. Cost $95.10 Unrealized +28.3%
IBKR INTERACTIVE BROKERS GROUP IN 1.1%
Value ($000) $1,174 Shares 17,065 Est. Cost $43.34 Unrealized +44.9%
AMBA AMBARELLA INC 1.1%
Value ($000) $1,150 Shares 13,934 Est. Cost $72.62 Unrealized 0.0%
UMAC UNUSUAL MACHS INC 1.0%
Value ($000) $1,133 Shares 75,000 Est. Cost $6.35 Unrealized +65.9%
ZM ZOOM COMMUNICATIONS INC 1.0%
Value ($000) $1,132 Shares 13,721 Est. Cost $79.69 Unrealized -2.1%
TWLO TWILIO INC 0.8%
Value ($000) $875 Shares 8,743 Est. Cost $106.33 Unrealized +5.9%
SEZL SEZZLE INC 0.7%
Value ($000) $745 Shares 9,370 Est. Cost $114.79 Unrealized 0.0%
SNPS SYNOPSYS INC 0.6%
Value ($000) $682 Shares 1,383 Est. Cost $565.30 Unrealized 0.0%
RKT ROCKET COS INC 0.6%
Value ($000) $675 Shares 34,814 Est. Cost $17.44 Unrealized 0.0%
VVOS VIVOS THERAPEUTICS INC 0.6%
Value ($000) $620 Shares 200,000 Est. Cost $4.53 Unrealized 0.0%
OPTT OCEAN PWR TECHNOLOGIES INC 0.5%
Value ($000) $593 Shares 1,178,217 Est. Cost $0.55 Unrealized 0.0%
LC LENDINGCLUB CORP 0.5%
Value ($000) $567 Shares 37,303 Est. Cost $15.17 Unrealized 0.0%
LFMD LIFEMD INC 0.5%
Value ($000) $566 Shares 83,326 Est. Cost $8.26 Unrealized 0.0%
DAVE DAVE INC 0.5%
Value ($000) $559 Shares 2,804 Est. Cost $215.95 Unrealized 0.0%
ZG ZILLOW GROUP INC 0.5%
Value ($000) $498 Shares 6,689 Est. Cost $78.72 Unrealized 0.0%
VIR VIR BIOTECHNOLOGY INC 0.4%
Value ($000) $431 Shares 75,470 Est. Cost $5.11 Unrealized 0.0%
ATLX ATLAS LITHIUM CORP 0.4%
Value ($000) $405 Shares 85,000 Est. Cost $4.94 Unrealized 0.0%
SNDL SNDL INC 0.4%
Value ($000) $402 Shares 149,849 Est. Cost $2.01 Unrealized 0.0%
AUID AUTHID INC 0.4%
Value ($000) $386 Shares 120,949 Est. Cost $5.11 Unrealized -24.6%
SLP SIMULATIONS PLUS INC 0.3%
Value ($000) $380 Shares 25,240 Est. Cost $14.54 Unrealized 0.0%
CABO CABLE ONE INC 0.3%
Value ($000) $380 Shares 2,144 Est. Cost $150.25 Unrealized 0.0%
NUVB NUVATION BIO INC 0.3%
Value ($000) $369 Shares 99,623 Est. Cost $2.73 Unrealized 0.0%
SHUTTLE PHARMACTCLS HLDGS IN 0.3%
Value ($000) $357 Shares 100,535 Est. Cost $3.55 Unrealized
ACHR ARCHER AVIATION INC 0.3%
Value ($000) $350 Shares 36,536 Est. Cost $9.90 Unrealized 0.0%
CPOP POP CULTURE GROUP CO LTD 0.3%
Value ($000) $325 Shares 365,822 Est. Cost $1.07 Unrealized 0.0%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.3%
Value ($000) $319 Shares 3,197 Est. Cost $99.81 Unrealized
ETHA ISHARES ETHEREUM TR 0.3%
Value ($000) $316 Shares 10,020 Est. Cost $31.51 Unrealized
ACOG ALPHA COGNITION INC 0.3%
Value ($000) $312 Shares 47,931 Est. Cost $9.11 Unrealized 0.0%
RING ISHARES INC 0.3%
Value ($000) $309 Shares 4,773 Est. Cost $64.71 Unrealized
SSTI SOUNDTHINKING INC 0.3%
Value ($000) $297 Shares 24,645 Est. Cost $12.42 Unrealized 0.0%
EVTL VERTICAL AEROSPACE LTD 0.2%
Value ($000) $262 Shares 50,535 Est. Cost $5.56 Unrealized 0.0%
ANTA ANTALPHA PLATFORM HLDG CO 0.2%
Value ($000) $262 Shares 21,469 Est. Cost $12.21 Unrealized -1.0%
HUDSON PAC PPTYS INC 0.2%
Value ($000) $242 Shares 87,592 Est. Cost $2.76 Unrealized
VTVT VTV THERAPEUTICS INC 0.2%
Value ($000) $227 Shares 9,712 Est. Cost $16.75 Unrealized +3.3%
BEEP MOBILE INFRASTRUCTURE CORP 0.2%
Value ($000) $215 Shares 60,973 Est. Cost $3.85 Unrealized -1.5%
DPRO DRAGANFLY INC. 0.2%
Value ($000) $201 Shares 24,649 Est. Cost $4.96 Unrealized 0.0%
RBOT VICARIOUS SURGICAL INC 0.2%
Value ($000) $169 Shares 30,649 Est. Cost $7.64 Unrealized 0.0%
UCO PROSHARES TR II 0.1%
Value ($000) $159 Shares 7,073 Est. Cost $22.48 Unrealized
SNAL SNAIL INC 0.1%
Value ($000) $158 Shares 145,245 Est. Cost $1.12 Unrealized 0.0%
PR PERMIAN RESOURCES CORP 0.1%
Value ($000) $155 Shares 12,078 Est. Cost $13.71 Unrealized 0.0%
TLSI TRISALUS LIFE SCIENCES INC 0.1%
Value ($000) $153 Shares 32,796 Est. Cost $4.39 Unrealized +6.6%
XTAIF xTAO INC 0.1%
Value ($000) $145 Shares 147,000 Est. Cost $1.18 Unrealized 0.0%
TSPH CREATEAI HOLDINGS INC 0.1%
Value ($000) $136 Shares 332,473 Est. Cost $0.37 Unrealized 0.0%
GLTO GALECTO INC 0.1%
Value ($000) $100 Shares 26,956 Est. Cost $3.39 Unrealized 0.0%
PTIX PROTAGENIC THERAPEUTICS INC 0.1%
Value ($000) $98 Shares 28,600 Est. Cost $3.39 Unrealized 0.0%
ROBIN ENERGY LTD 0.1%
Value ($000) $78 Shares 60,000 Est. Cost $1.30 Unrealized
SPPL SIMPPLE LTD 0.0%
Value ($000) $46 Shares 7,862 Est. Cost $3.63 Unrealized 0.0%
CLSKW CLEANSPARK INC 0.0%
Value ($000) $8 Shares 17,500 Est. Cost $0.72 Unrealized
ABVEW ABOVE FOOD INGREDIENTS INC 0.0%
Value ($000) $6 Shares 24,999 Est. Cost $0.02 Unrealized
MDCXW MEDICUS PHARMA LTD 0.0%
Value ($000) $4 Shares 6,000 Est. Cost $0.35 Unrealized
LSTA LISATA THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 1,016 Est. Cost $2.62 Unrealized
MOBXW MOBIX LABS INC 0.0%
Value ($000) $2 Shares 22,397 Est. Cost $0.13 Unrealized