Lagoda Investment Management, L.P.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    new york, NY
  • CIK
    0001632108
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

34

$184.92M
TEXAS PACIFIC LAND CORPORATI, DMRC, NTRA, TRUPANION INC
13F-HR
Feb 14, 2025
000149315225006837

34

$174.09M
TEXAS PACIFIC LAND CORPORATI, DMRC, NTRA, TRUPANION INC
13F-HR
Nov 14, 2024
000149315224045803

40

$173.76M
TEXAS PACIFIC LAND CORPORATI, DMRC, NTRA, PTC
13F-HR
Aug 14, 2024
000149315224032178

40

$163.00M
TEXAS PACIFIC LAND CORPORATI, DMRC, NTRA, PTC
13F-HR
May 15, 2024
000149315224019818

39

$146.91M
TEXAS PACIFIC LAND CORPORATI, DMRC, PTC, NTRA
13F-HR
Feb 14, 2024
000149315224006603

42

$152.24M
TEXAS PACIFIC LAND CORPORATI, DMRC, PTC, SGEN
13F-HR
Nov 14, 2023
000149315223041036

41

$141.80M
TEXAS PACIFIC LAND CORPORATI, DMRC, PTC, GXO
13F-HR
Aug 14, 2023
000149315223028401

43

$140.69M
TEXAS PACIFIC LAND CORPORATI, DMRC, NTRA, GXO
13F-HR
May 15, 2023
000149315223017312

40

$148.13M
TEXAS PACIFIC LAND CORPORATI, DMRC, VNRX, GXO
13F-HR
Feb 14, 2023
000149315223004822

38

$140.63M
TEXAS PACIFIC LAND CORPORATI, PTC, DMRC, TRUPANION INC
13F-HR
Nov 14, 2022
000149315222032025

38

$150.95M
TEXAS PACIFIC LAND CORPORATI, PTC, SGEN, GOOG
13F-HR
Aug 15, 2022
000149315222022879

38

$185.64M
TEXAS PACIFIC LAND CORPORATI, DMRC, GOOG, PTC
13F-HR
May 16, 2022
000149315222013862

38

$210.93M
TEXAS PACIFIC LAND CORPORATI, DMRC, TRUPANION INC, GOOG
13F-HR
Feb 14, 2022
000090571822000331

39

$200.75M
TEXAS PACIFIC LAND CORPORATI, DMRC, GOOG, PTC
13F-HR
Nov 15, 2021
000090571821001505

38

$214.63M
TEXAS PACIFIC LAND CORPORATI, XPO, PTC, DMRC
13F-HR
Aug 16, 2021
000090571821001078

36

$200.41M
TEXAS PACIFIC LAND CORPORATI, PTC, XPO, DMRC
13F-HR
May 17, 2021
000090571821000705

35

$185.68M
DMRC, TEXAS PAC LD TR, XPO, TRUPANION INC
13F-HR
Feb 16, 2021
000090571821000274

33

$134.70M
TRUPANION INC, XPO, SGEN, DMRC
13F-HR
Nov 16, 2020
000090571820001109

29

$119.97M
TRUPANION INC, XPO, SGEN, TEXAS PAC LD TR
13F-HR
Aug 14, 2020
000090571820000857

28

$84.42M
SGEN, XPO, TRUPANION INC, ENSTAR GROUP LIMITED
13F-HR
May 15, 2020
000090571820000455

27

$102.79M
XPO, TRUPANION INC, DMRC, TEXAS PAC LD TR
13F-HR
Feb 14, 2020
000090571820000207

27

$85.00M
VNRX, DMRC, XPO, ENSTAR GROUP LIMITED
13F-HR
Nov 14, 2019
000090571819000927

25

$86.27M
DMRC, TRUPANION INC, PTC, TEXAS PAC LD TR
13F-HR
Aug 14, 2019
000090571819000691

25

$78.63M
PTC, DMRC, TRUPANION INC, TEXAS PAC LD TR
13F-HR
May 15, 2019
000090571819000462

29

$59.95M
PTC, TRUPANION INC, ENSTAR GROUP LIMITED, UBIQUITI NETWORKS INC
13F-HR
Feb 14, 2019
000090571819000201

35

$239.18M
TRUPANION INC, REGN, SFIX, CLX
13F-HR
Nov 14, 2018
000090571818000937

37

$240.67M
TRUPANION INC, REGN, TSLA, GOOG
13F-HR
Aug 14, 2018
000090571818000746

38

$264.97M
TRUPANION INC, REGN, RENAISSANCERE HOLDINGS LTD, GOOG
13F-HR
May 15, 2018
000090571818000503

42

$262.58M
DMRC, REGN, XEC, NVO
13F-HR
Feb 14, 2018
000090571818000216

42

$276.68M
DMRC, REGN, UBIQUITI NETWORKS INC, XEC
13F-HR
Nov 14, 2017
000090571817000963

39

$261.79M
DMRC, REGN, UBIQUITI NETWORKS INC, GOOG
13F-HR
Aug 14, 2017
000090571817000774

36

$257.68M
RENAISSANCERE HOLDINGS LTD, REGN, SGEN, PTC
13F-HR
May 15, 2017
000090571817000563

40

$291.19M
RENAISSANCERE HOLDINGS LTD, SGEN, REGN, UBIQUITI NETWORKS INC
13F-HR
Jan 24, 2017
000090571817000141

29

$332.52M
SGEN, REGN, RENAISSANCERE HOLDINGS LTD, DMRC
13F-HR
Nov 14, 2016
000090571816001759

28

$268.19M
NVO, REGN, RENAISSANCERE HOLDINGS LTD, SGEN
13F-HR
Aug 15, 2016
000090571816001610

30

$305.48M
NVO, REGN, RENAISSANCERE HOLDINGS LTD, ALXN
13F-HR
May 16, 2016
000090571816001426

33

$377.22M
REGN, NVO, ALXN, SGEN
13F-HR
Jan 27, 2016
000090571816001114

32

$342.61M
REGN, NVO, ALXN, SGEN
13F-HR
Nov 16, 2015
000090571815000900

32

$381.56M
REGN, NVO, SGEN, ALXN
13F-HR
Aug 14, 2015
000090571815000696

34

$373.79M
REGN, NVO, ALXN, BRK.A
13F-HR
May 15, 2015
000090571815000441

48

$374.67M
REGN, ALXN, BRK.A, NVO
13F-HR
Feb 17, 2015
000090571815000210
Lagoda Investment Management, L.p. 13F Filings