Lagoda Investment Management, L.P.

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    23

  • Value ($000)

    $176,748

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001632108
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TEXAS PACIFIC LAND CORPORATI

COM
88262P102
$31.83 M
18 %

34,092

RJR1
RJR1

STEREOTAXIS INC

COM NEW
85916J409
$14.64 M
8 %

4,707,400

NTRA
NTRA

NATERA INC

COM
632307104
$13.58 M
8 %

84,340

---

TRANSMEDICS GROUP INC

COM
89377M109
$12.12 M
7 %

108,060

---

TRUPANION INC

COM
898202106
$11.26 M
6 %

260,115

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$10.73 M
6 %

44,040

PTC
PTC

PTC INC

COM
69370C100
$10.38 M
6 %

51,145

XPO
XPO

XPO INC

COM
983793100
$9.30 M
5 %

71,950

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$9.29 M
5 %

33,255

---

UBIQUITI INC

COM
90353W103
$8.99 M
5 %

13,615

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