Lagoda Investment Management, L.P.
Top Portfolio Positions
24 positions ·
$159,422,378 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TPL |
Texas Pacific Land Corp
Energy
|
86,225 | $40,918,936 | 25.67% | |
| STXS |
Stereotaxis, Inc.
Healthcare
|
8,700,800 | $16,009,472 | 10.04% | |
| NTRA |
Natera, Inc.
Healthcare
|
64,455 | $12,890,355 | 8.09% | |
| XPO |
XPO, Inc.
Industrials
|
49,700 | $9,669,135 | 6.07% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
27,405 | $9,261,519 | 5.81% | |
| TMDX |
TransMedics Group, Inc.
Healthcare
|
90,530 | $8,999,587 | 5.65% | |
| UI |
Ubiquiti Inc.
Technology
|
8,955 | $7,077,046 | 4.44% | |
| RNR |
Renaissancere Holdings Ltd
Financial Services
|
22,620 | $6,723,342 | 4.22% | |
| GXO |
GXO Logistics, Inc.
Industrials
|
129,260 | $6,702,131 | 4.20% | |
| PTC |
Ptc Inc.
Technology
|
41,455 | $5,906,922 | 3.71% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PROF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,857,777 | 441,015 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||