Lagoda Investment Management, L.P.
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
25
- Value ($000)
$172,695
- Date Filed02/17/2026
- Form type13F-HR
- CIK0001632108
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | $29.93M | 17 % | 104,221 | ||
NATERA INC | COM | 632307104 | $18.18M | 11 % | 79,350 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $14.46M | 8 % | 46,075 | ||
TRANSMEDICS GROUP INC | COM | 89377M109 | $12.75M | 7 % | 104,800 | ||
STEREOTAXIS INC | COM NEW | 85916J409 | $11.18M | 7 % | 4,861,200 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $9.61M | 6 % | 31,630 | ||
XPO INC | COM | 983793100 | $9.33M | 5 % | 68,665 | ||
TRUPANION INC | COM | 898202106 | $9.32M | 5 % | 249,275 | ||
PTC INC | COM | 69370C100 | $8.8M | 5 % | 50,510 | ||
GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | $7.85M | 5 % | 149,095 |
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