Connective Capital Management, LLC Quant / Systematic

Location: Palo Alto, CA

CIK: 0001543568 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 19, 2026

Total Value: $170M (100.0% shares, 0.0% debt)

Holdings (57)

VOO VANGUARD 500 INDEX FUND 47.9%
Value $81.6M Shares 130,110 Est. Cost $627.13 Unrealized
QQQ INVESCO QQQ TR 11.8%
Value $20.08M Shares 32,694 Est. Cost $521.65 Unrealized
ISRG INTUITIVE SURGICAL INC 7.8%
Value $13.25M Shares 23,392 Est. Cost $442.76 Unrealized +20.2%
QLD PROSHARES TR 4.4%
Value $7.458M Shares 105,918 Est. Cost $66.91 Unrealized
MSFT MICROSOFT CORP 4.1%
Value $6.942M Shares 14,354 Est. Cost $241.07 Unrealized +107.7%
AAPL APPLE INC 3.1%
Value $5.268M Shares 19,379 Est. Cost $82.65 Unrealized +224.7%
IWO ISHARES TR 2.6%
Value $4.345M Shares 13,453 Est. Cost $214.52 Unrealized
CCJ CAMECO CORP 2.4%
Value $4.12M Shares 45,029 Est. Cost $44.00 Unrealized +104.4%
MELI MERCADOLIBRE INC 1.7%
Value $2.88M Shares 1,430 Est. Cost $1094.08 Unrealized +92.0%
AMZN AMAZON COM INC 1.3%
Value $2.145M Shares 9,295 Est. Cost $137.65 Unrealized +66.2%
SPOT SPOTIFY TECHNOLOGY S A 1.0%
Value $1.707M Shares 2,939 Est. Cost $470.44 Unrealized +32.9%
GLD SPDR GOLD SHARES 0.8%
Value $1.326M Shares 3,346 Est. Cost $396.31 Unrealized
NFLX NETFLIX INC 0.7%
Value $1.185M Shares 12,640 Est. Cost $106.54 Unrealized +1.2%
EVTL VERTICAL AEROSPACE LTD 0.6%
Value $1.084M Shares 203,408 Est. Cost $5.19 Unrealized -2.4%
META META PLATFORMS INC 0.6%
Value $1.042M Shares 1,579 Est. Cost $526.40 Unrealized +26.8%
AMBA AMBARELLA INC 0.6%
Value $1.028M Shares 14,516 Est. Cost $72.95 Unrealized +10.8%
ACHR ARCHER AVIATION INC 0.6%
Value $1.018M Shares 135,311 Est. Cost $9.54 Unrealized -1.4%
IBKR INTERACTIVE BROKERS GROUP IN 0.6%
Value $1.007M Shares 15,656 Est. Cost $43.34 Unrealized +54.3%
XBI SPDR SERIES TRUST - SPDR S&P BIOTECH ETF 0.6%
Value $977K Shares 8,013 Est. Cost $121.93 Unrealized
DOMH DOMINARI HOLDINGS INC 0.6%
Value $954K Shares 192,816 Est. Cost $4.46 Unrealized +4.5%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.6%
Value $944K Shares 8,294 Est. Cost $113.78 Unrealized
DBGI DIGITAL BRANDS GROUP INC 0.5%
Value $876K Shares 69,103 Est. Cost $8.34 Unrealized 0.0%
PROF PROFOUND MEDICAL CORP 0.5%
Value $787K Shares 100,000 Est. Cost $6.43 Unrealized 0.0%
ONDS ONDAS INC 0.4%
Value $668K Shares 68,487 Est. Cost $8.03 Unrealized 0.0%
BYRN BYRNA TECHNOLOGIES INC 0.4%
Value $650K Shares 38,729 Est. Cost $19.47 Unrealized 0.0%
SNPS SYNOPSYS INC 0.4%
Value $650K Shares 1,383 Est. Cost $565.30 Unrealized -21.4%
GDX VANECK GOLD MINERS ETF 0.3%
Value $541K Shares 6,310 Est. Cost $85.77 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.3%
Value $463K Shares 6,849 Est. Cost $67.64 Unrealized
VPG VISHAY PRECISION GROUP INC 0.3%
Value $458K Shares 11,885 Est. Cost $35.37 Unrealized 0.0%
KDK KODIAK AI INC 0.3%
Value $435K Shares 39,841 Est. Cost $10.92 Unrealized
UMAC UNUSUAL MACHS INC 0.2%
Value $404K Shares 31,715 Est. Cost $6.35 Unrealized +84.8%
CEG CONSTELLATION ENERGY CORP 0.2%
Value $319K Shares 904 Est. Cost $363.20 Unrealized 0.0%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value $302K Shares 3,960 Est. Cost $95.27 Unrealized
ETHA ISHARES ETHEREUM TR 0.2%
Value $289K Shares 12,883 Est. Cost $29.49 Unrealized
SOPA SOCIETY PASS INC 0.2%
Value $282K Shares 74,088 Est. Cost $2.06 Unrealized 0.0%
LIDR AEYE INC 0.2%
Value $256K Shares 138,987 Est. Cost $2.53 Unrealized 0.0%
GVH GLOBAVEND HOLDINGS LTD 0.1%
Value $253K Shares 175,827 Est. Cost $4.28 Unrealized 0.0%
CABO CABLE ONE INC 0.1%
Value $242K Shares 2,144 Est. Cost $150.25 Unrealized -9.2%
JEF JEFFERIES FINL GROUP INC 0.1%
Value $237K Shares 3,820 Est. Cost $48.27 Unrealized +17.4%
TLSI TRISALUS LIFE SCIENCES INC 0.1%
Value $229K Shares 32,796 Est. Cost $4.39 Unrealized +27.5%
SIDU SIDUS SPACE INC 0.1%
Value $220K Shares 70,000 Est. Cost $1.15 Unrealized 0.0%
ANTA ANTALPHA PLATFORM HLDG CO 0.1%
Value $191K Shares 21,469 Est. Cost $12.21 Unrealized -13.0%
BEEP MOBILE INFRASTRUCTURE CORP 0.1%
Value $190K Shares 74,507 Est. Cost $3.72 Unrealized -15.8%
IMUX IMMUNIC INC 0.1%
Value $161K Shares 301,296 Est. Cost $0.73 Unrealized 0.0%
DEFT DEFI TECHNOLOGIES INC 0.1%
Value $138K Shares 182,816 Est. Cost $1.53 Unrealized 0.0%
SNAL SNAIL INC 0.1%
Value $137K Shares 154,523 Est. Cost $1.11 Unrealized -11.2%
SEV APTERA MOTORS CORP 0.1%
Value $136K Shares 31,718 Est. Cost $6.26 Unrealized 0.0%
ONCY ONCOLYTICS BIOTECH INC 0.1%
Value $131K Shares 150,340 Est. Cost $1.08 Unrealized 0.0%
XTAIF XTAO INC 0.0%
Value $74,490 Shares 139,000 Est. Cost $1.18 Unrealized -31.1%
TSPH CREATEAL HOLDINGS INC 0.0%
Value $68,822 Shares 332,473 Est. Cost $0.37 Unrealized +13.3%
RBOT VICARIOUS SURGICAL INC 0.0%
Value $66,508 Shares 30,649 Est. Cost $7.64 Unrealized -46.8%
PPTA PERPETUA RESOURCES CORP 0.0%
Value $12,105 Shares 500 Est. Cost $24.60 Unrealized 0.0%
ABVEW ABOVE FOOD INGREDIENTS INC 0.0%
Value $8,750 Shares 24,999 Est. Cost $0.02 Unrealized
CLSKW CLEANSPARK INC 0.0%
Value $6,498 Shares 17,500 Est. Cost $0.72 Unrealized
MDCXW MEDICUS PHARMA LTD 0.0%
Value $4,800 Shares 6,000 Est. Cost $0.35 Unrealized
MOBXW MOBIX LABS INC 0.0%
Value $2,016 Shares 22,397 Est. Cost $0.13 Unrealized
LSTA LISATA THERAPEUTICS INC 0.0%
Value $1,890 Shares 1,016 Est. Cost $2.62 Unrealized