Lagoda Investment Management, L.P.

Q4 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    34

  • Value ($000)

    $184,917

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TEXAS PACIFIC LAND CORPORATI

COM
88262P102
$37.93M
21 %

34,293

DMRC
DMRC

DIGIMARC CORP NEW

COM
25381B101
$23.53M
13 %

628,275

NTRA
NTRA

NATERA INC

COM
632307104
$15.38M
8 %

97,163

---

TRUPANION INC

COM
898202106
$12.72M
7 %

263,920

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$10.43M
6 %

54,784

PTC
PTC

PTC INC

COM
69370C100
$10.29M
6 %

55,980

XPO
XPO

XPO INC

COM
983793100
$10.08M
5 %

76,825

RJR1
RJR1

STEREOTAXIS INC

COM NEW
85916J409
$9.41M
5 %

4,126,135

---

UBIQUITI INC

COM
90353W103
$7.09M
4 %

21,365

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$7.04M
4 %

35,637

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