Lagoda Investment Management,
$182M 13F equity value
25 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lagoda Investment Management, covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 85,631 | $37M | 20.6% |
| NTRA | NATERA INC | 58,503 | $16M | 8.7% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 27,520 | $13M | 7.2% |
| GOOG | ALPHABET INC | 36,375 | $13M | 7.1% |
| AMD | ADVANCED MICRO DEVICES INC | 17,825 | $10M | 5.7% |
| ARM | ARM HOLDINGS PLC | 28,525 | $10M | 5.6% |
| DMRC | DIGIMARC CORP | 1,140,450 | $9M | 5.2% |
| XPO | XPO INC | 41,890 | $9M | 4.7% |
| STXS | STEREOTAXIS INC | 4,122,600 | $7M | 3.9% |
| RNR | RENAISSANCERE HLDGS LTD | 22,235 | $7M | 3.9% |
Track Lagoda Investment Management,'s 13F portfolio: $182M in reported holdings, 25 positions. Top holdings and quarterly changes on SentiSense.
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