Connective Capital Management, LLC

13F filer · CIK 0001543568

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$142MU.S. long equity reported on 13F

Positions6530 new · 24 closed

Net flow last quarter-$15.2MBuys minus sells

Top 10 positions weight65.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202665 positions
QQQInvesco QQQ Trust, Series 1	$35.8M	25.24%	Not reported	+35.9%	Q4 2022
ISRGIntuitive Surgical Inc	$9.3M	6.55%	0.01%	Not reported	Q4 2022
AMDAdvanced Micro Devices Inc	$7.08M	4.99%	0.00%	+907.4%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.3M	4.44%	0.00%	Not reported	Q2 2013
DASHDoorDash, Inc.	$5.83M	4.10%	Not reported	+5.0%	Q3 2025
NVDANvidia Corp	$5.81M	4.09%	0.00%	+1731.2%	Q4 2015
AVGOBroadcom Inc.	$5.7M	4.02%	0.00%	+1569.1%	Q1 2025
AAPLApple Inc.	$5.61M	3.95%	0.00%	Not reported	Q2 2013
COSTCostco Wholesale Corp	$5.55M	3.91%	0.00%	+1790.1%	Q3 2024
MSFTMicrosoft Corp	$5.35M	3.77%	0.00%	Not reported	Q4 2022
QCOMQualcomm Inc	$5.17M	3.64%	0.00%	-20.2%	Q1 2026
MRVLMarvell Technology, Inc.	$3.75M	2.64%	0.00%	Not reported	Q2 2015
GOOGLAlphabet Inc.	$2.39M	1.68%	0.00%	Not reported	Q4 2015
CCJCameco Corp	$1.91M	1.35%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$1.81M	1.27%	0.00%	+23.2%	Q1 2023
METAMeta Platforms, Inc.	$1.76M	1.24%	Not reported	+62.8%	Q4 2013
MELIMercadolibre Inc	$1.41M	0.99%	0.00%	-33.6%	Q4 2022
UMACUnusual Machines, Inc.	$1.31M	0.92%	0.12%	-46.1%	Q2 2025
MUMicron Technology Inc	$788K	0.56%	0.00%	Not reported	Q1 2026
DOMHDominari Holdings Inc.	$764K	0.54%	1.00%	+112.9%	Q2 2025
GLDSPDR Gold Trust	$672K	0.47%	0.00%	+20.2%	Q4 2025
SNPSSynopsys Inc	$617K	0.43%	0.00%	Not reported	Q3 2025
LRCXLam Research Corp	$544K	0.38%	0.00%	Not reported	Q1 2026
GRRRGorilla Technology Group Inc.	$482K	0.34%	0.09%	New	Q2 2026
CXDOCrexendo, Inc.	$465K	0.33%	0.19%	New	Q2 2026
CSCOCisco Systems, Inc.	$435K	0.31%	0.00%	Not reported	Q1 2026
ABATAMERICAN BATTERY TECHNOLOGY Co	$420K	0.30%	0.10%	New	Q2 2026
KOPNKopin Corp	$406K	0.29%	0.05%	New	Q2 2026
CEGConstellation Energy Corp	$403K	0.28%	0.00%	+42.7%	Q4 2024
BKSYBlackSky Technology Inc.	$400K	0.28%	0.04%	New	Q2 2026
LUNRIntuitive Machines, Inc.	$393K	0.28%	0.02%	New	Q2 2026
SHAZSharonAI Holdings Inc.	$366K	0.26%	Not reported	New	Q2 2026
VELOVelo3D, Inc.	$345K	0.24%	0.06%	New	Q2 2026
PYPDPolyPid Ltd.	$343K	0.24%	0.37%	Not reported	Q1 2023
INVEIdentiv, Inc.	$328K	0.23%	0.54%	New	Q2 2026
PAYSPaysign, Inc.	$327K	0.23%	0.07%	New	Q2 2026
GOOGAlphabet Inc.	$310K	0.22%	Not reported	Not reported	Q1 2026
TSLATesla, Inc.	$301K	0.21%	0.00%	Not reported	Q4 2022
WAVEEco Wave Power Global AB (publ)	$292K	0.21%	0.07%	New	Q2 2026
WMTWalmart Inc.	$278K	0.20%	0.00%	Not reported	Q1 2026
NNVCNanoviricides, Inc.	$256K	0.18%	0.86%	New	Q2 2026
NFLXNetflix Inc	$254K	0.18%	0.00%	Not reported	Q1 2025
PLTRPalantir Technologies Inc.	$234K	0.16%	0.00%	Not reported	Q1 2026
CODACoda Octopus Group, Inc.	$220K	0.15%	0.20%	Not reported	Q1 2026
OSSOne Stop Systems, Inc.	$204K	0.14%	0.04%	New	Q2 2026
ONCYOncolytics Biotech Inc	$176K	0.12%	0.15%	New	Q2 2026
DINDine Brands Global, Inc.	$168K	0.12%	0.04%	New	Q2 2026
FIPFTAI Infrastructure Inc.	$167K	0.12%	0.03%	New	Q2 2026
PCSAProcessa Pharmaceuticals, Inc.	$164K	0.12%	3.05%	+20.6%	Q1 2026
IPXIPERIONX Ltd	$160K	0.11%	0.00%	New	Q2 2026

Q1 2026Reported May 13, 202659 positions
QQQInvesco QQQ Trust, Series 1	$20.7M	17.06%	Not reported	+9.5%	Q4 2022
ISRGIntuitive Surgical Inc	$10.8M	8.90%	0.01%	Not reported	Q4 2022
MSFTMicrosoft Corp	$5.31M	4.39%	0.00%	Not reported	Q4 2022
AAPLApple Inc.	$4.92M	4.06%	0.00%	Not reported	Q2 2013
PANWPalo Alto Networks Inc	$4.75M	3.92%	0.00%	Not reported	Q4 2013
SHOPShopify Inc.	$4.62M	3.81%	0.01%	Not reported	Q2 2024
DASHDoorDash, Inc.	$4.52M	3.73%	Not reported	Not reported	Q3 2025
QCOMQualcomm Inc	$4.51M	3.72%	0.00%	New	Q1 2026
MPWRMonolithic Power Systems, Inc.	$4.49M	3.71%	0.01%	Not reported	Q4 2024
KLACKla Corp	$4.34M	3.58%	0.00%	New	Q1 2026
ARMArm Holdings PLC	$4.33M	3.58%	0.00%	New	Q1 2026
AMATApplied Materials Inc	$4.22M	3.48%	0.00%	New	Q1 2026
XOMExxonMobil Holdings Corp	$4.03M	3.32%	0.00%	New	Q1 2026
MELIMercadolibre Inc	$2.16M	1.78%	0.00%	-12.7%	Q4 2022
UNHUnitedhealth Group Inc	$2.12M	1.75%	0.00%	New	Q1 2026
CCJCameco Corp	$2.04M	1.68%	0.00%	-58.3%	Q4 2022
COPConocophillips	$2.03M	1.68%	0.00%	New	Q1 2026
GOOGLAlphabet Inc.	$1.92M	1.59%	0.00%	Not reported	Q4 2015
UMACUnusual Machines, Inc.	$1.35M	1.12%	0.23%	+243.6%	Q2 2025
AMZNAmazon Com Inc	$1.28M	1.06%	0.00%	-33.8%	Q1 2023
METAMeta Platforms, Inc.	$1.1M	0.91%	Not reported	+21.5%	Q4 2013
HOODRobinhood Markets, Inc.	$937K	0.77%	0.01%	Not reported	Q4 2024
VPGVishay Precision Group, Inc.	$713K	0.59%	0.13%	+38.2%	Q4 2025
GLDSPDR Gold Trust	$653K	0.54%	0.00%	-54.6%	Q4 2025
CBUSCibus, Inc.	$552K	0.46%	0.51%	New	Q1 2026
SNPSSynopsys Inc	$548K	0.45%	0.00%	Not reported	Q3 2025
ERIIEnergy Recovery, Inc.	$494K	0.41%	0.09%	New	Q1 2026
GRCEGrace Therapeutics, Inc.	$391K	0.32%	0.53%	New	Q1 2026
DOMHDominari Holdings Inc.	$371K	0.31%	0.51%	-40.8%	Q2 2025
NFLXNetflix Inc	$342K	0.28%	0.00%	-71.8%	Q1 2025
CEGConstellation Energy Corp	$317K	0.26%	0.00%	+25.7%	Q4 2024
COSTCostco Wholesale Corp	$313K	0.26%	0.00%	Not reported	Q3 2024
ACTUActuate Therapeutics, Inc.	$310K	0.26%	0.48%	New	Q1 2026
WMTWalmart Inc.	$305K	0.25%	0.00%	New	Q1 2026
PLTRPalantir Technologies Inc.	$293K	0.24%	0.00%	New	Q1 2026
CSCOCisco Systems, Inc.	$287K	0.24%	0.00%	New	Q1 2026
AVGOBroadcom Inc.	$280K	0.23%	0.00%	Not reported	Q1 2025
NVDANvidia Corp	$276K	0.23%	0.00%	Not reported	Q4 2015
LRCXLam Research Corp	$268K	0.22%	0.00%	New	Q1 2026
TSLATesla, Inc.	$266K	0.22%	0.00%	Not reported	Q4 2022
CODACoda Octopus Group, Inc.	$254K	0.21%	0.20%	New	Q1 2026
GOOGAlphabet Inc.	$251K	0.21%	Not reported	New	Q1 2026
AMDAdvanced Micro Devices Inc	$246K	0.20%	0.00%	Not reported	Q1 2025
MUMicron Technology Inc	$231K	0.19%	0.00%	New	Q1 2026
ANGXAngel Studios, Inc.	$199K	0.16%	0.04%	New	Q1 2026
PCSAProcessa Pharmaceuticals, Inc.	$179K	0.15%	2.64%	New	Q1 2026
EVTLVertical Aerospace Ltd.	$157K	0.13%	0.07%	-65.1%	Q4 2024
BEEPMobile Infrastructure Corp	$154K	0.13%	0.17%	-7.8%	Q1 2025
DEFTDefi Technologies, Inc.	$101K	0.08%	0.05%	Not reported	Q4 2025
ETHAiShares Ethereum Trust ETF	$96K	0.08%	0.00%	-53.0%	Q3 2025

Q4 2025Reported Feb 19, 202649 positions
QQQInvesco QQQ Trust, Series 1	$20.1M	11.80%	Not reported	+34.6%	Q4 2022
ISRGIntuitive Surgical Inc	$13.2M	7.78%	0.01%	+6.7%	Q4 2022
MSFTMicrosoft Corp	$6.94M	4.08%	0.00%	Not reported	Q4 2022
AAPLApple Inc.	$5.27M	3.09%	0.00%	Not reported	Q2 2013
CCJCameco Corp	$4.12M	2.42%	0.01%	Not reported	Q4 2022
MELIMercadolibre Inc	$2.88M	1.69%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$2.15M	1.26%	0.00%	Not reported	Q1 2023
SPOTSpotify Technology S.A.	$1.71M	1.00%	0.00%	Not reported	Q4 2024
GLDSPDR Gold Trust	$1.33M	0.78%	0.00%	New	Q4 2025
NFLXNetflix Inc	$1.19M	0.70%	0.00%	Not reported	Q1 2025
EVTLVertical Aerospace Ltd.	$1.08M	0.64%	0.20%	+302.5%	Q4 2024
METAMeta Platforms, Inc.	$1.04M	0.61%	Not reported	-64.0%	Q4 2013
AMBAAmbarella Inc	$1.03M	0.60%	0.03%	+4.2%	Q2 2013
ACHRArcher Aviation Inc.	$1.02M	0.60%	0.02%	+270.4%	Q4 2023
IBKRInteractive Brokers Group, Inc.	$1.01M	0.59%	0.01%	-8.3%	Q3 2024
DOMHDominari Holdings Inc.	$954K	0.56%	1.20%	-42.5%	Q2 2025
DBGIDigital Brands Group, Inc.	$876K	0.51%	31.45%	New	Q4 2025
PROFProfound Medical Corp.	$787K	0.46%	0.28%	New	Q4 2025
ONDSOndas Inc.	$668K	0.39%	0.02%	New	Q4 2025
BYRNByrna Technologies Inc.	$650K	0.38%	0.17%	Not reported	Q3 2024
SNPSSynopsys Inc	$650K	0.38%	0.00%	Not reported	Q3 2025
SIVRabrdn Silver ETF Trust	$463K	0.27%	0.01%	New	Q4 2025
VPGVishay Precision Group, Inc.	$458K	0.27%	0.10%	New	Q4 2025
KDKKodiak AI, Inc.	$435K	0.26%	0.02%	New	Q4 2025
UMACUnusual Machines, Inc.	$404K	0.24%	0.08%	-57.7%	Q2 2025
CEGConstellation Energy Corp	$319K	0.19%	0.00%	Not reported	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$302K	0.18%	0.00%	+23.9%	Q3 2025
ETHAiShares Ethereum Trust ETF	$289K	0.17%	0.00%	+28.6%	Q3 2025
SOPAQSociety Pass Incorporated.	$282K	0.17%	1.21%	New	Q4 2025
LIDRAEye, Inc.	$256K	0.15%	0.31%	New	Q4 2025
GVHGlobavend Holdings Ltd	$253K	0.15%	11.52%	New	Q4 2025
CABOCable One, Inc.	$242K	0.14%	0.04%	Not reported	Q3 2025
JEFJefferies Financial Group Inc.	$237K	0.14%	0.00%	-86.4%	Q2 2025
TLSITriSalus Life Sciences, Inc.	$229K	0.13%	0.07%	Not reported	Q4 2024
SIDUSidus Space Inc.	$220K	0.13%	38.90%	New	Q4 2025
ANTAAntalpha Platform Holding Co	$191K	0.11%	0.11%	Not reported	Q2 2025
BEEPMobile Infrastructure Corp	$190K	0.11%	0.19%	+22.2%	Q1 2025
IMUXImmunic, Inc.	$161K	0.09%	2.50%	Not reported	Q4 2023
DEFTDefi Technologies, Inc.	$138K	0.08%	0.05%	New	Q4 2025
SNALSnail, Inc.	$137K	0.08%	30.90%	+6.4%	Q3 2025
SEVAptera Motors Corp	$136K	0.08%	0.31%	New	Q4 2025
ONCBeOne Medicines Ltd.	$131K	0.08%	0.01%	New	Q4 2025
TSPHTuSimple Holdings Inc.	$68.8K	0.04%	0.55%	Not reported	Q4 2023
RBOTVicarious Surgical Inc.	$66.5K	0.04%	Not reported	Not reported	Q3 2025
PPTAPerpetua Resources Corp.	$12.1K	0.01%	0.00%	New	Q4 2025
CLSKWCleanspark, Inc.	$6.5K	0.00%	Not reported	Not reported	Q4 2024
MDCXWMedicus Pharma Ltd.	$4.8K	0.00%	Not reported	Not reported	Q4 2024
MOBXWMobix Labs, Inc	$2.02K	0.00%	Not reported	Not reported	Q2 2024
LSTALisata Therapeutics, Inc.	$1.89K	0.00%	0.01%	Not reported	Q3 2025
Q3 2025Reported Nov 17, 202568 positions
QQQInvesco QQQ Trust, Series 1	$14.6M	13.39%	Not reported	+18.7%	Q4 2022
ISRGIntuitive Surgical Inc	$9.81M	9.00%	0.01%	Not reported	Q4 2022
AVGOBroadcom Inc.	$7.68M	7.05%	0.00%	Not reported	Q1 2025
MSFTMicrosoft Corp	$7.43M	6.82%	0.00%	-6.9%	Q4 2022
AAPLApple Inc.	$4.93M	4.53%	0.00%	Not reported	Q2 2013
CCJCameco Corp	$3.78M	3.47%	0.01%	Not reported	Q4 2022
MELIMercadolibre Inc	$3.34M	3.07%	0.00%	+15.6%	Q4 2022
METAMeta Platforms, Inc.	$3.22M	2.96%	Not reported	-24.9%	Q4 2013
COSTCostco Wholesale Corp	$2.44M	2.24%	0.00%	Not reported	Q3 2024
DOMHDominari Holdings Inc.	$2.38M	2.18%	2.12%	+26.2%	Q2 2025
AMDAdvanced Micro Devices Inc	$2.11M	1.94%	0.00%	Not reported	Q1 2025
BABAAlibaba Group Holding Ltd	$2.11M	1.93%	0.00%	New	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$2.06M	1.89%	0.00%	Not reported	Q3 2024
SPOTSpotify Technology S.A.	$2.05M	1.88%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$2.04M	1.87%	0.00%	-7.3%	Q1 2023
JEFJefferies Financial Group Inc.	$1.84M	1.69%	0.01%	Not reported	Q2 2025
GOOGLAlphabet Inc.	$1.72M	1.58%	0.00%	Not reported	Q4 2015
RDDTReddit, Inc.	$1.59M	1.46%	Not reported	Not reported	Q1 2025
DASHDoorDash, Inc.	$1.59M	1.46%	Not reported	New	Q3 2025
NFLXNetflix Inc	$1.52M	1.39%	0.00%	-22.3%	Q1 2025
IBKRInteractive Brokers Group, Inc.	$1.17M	1.08%	0.01%	-46.9%	Q3 2024
AMBAAmbarella Inc	$1.15M	1.06%	0.03%	Not reported	Q2 2013
UMACUnusual Machines, Inc.	$1.13M	1.04%	0.24%	+1.1%	Q2 2025
ZMZoom Communications, Inc.	$1.13M	1.04%	Not reported	-65.5%	Q1 2025
TWLOTwilio Inc	$875K	0.80%	0.01%	Not reported	Q2 2025
SEZLSezzle Inc.	$745K	0.68%	0.03%	New	Q3 2025
SNPSSynopsys Inc	$682K	0.63%	0.00%	New	Q3 2025
RKTRocket Companies, Inc.	$675K	0.62%	Not reported	New	Q3 2025
VVOSVivos Therapeutics, Inc.	$620K	0.57%	2.42%	New	Q3 2025
OPTTOcean Power Technologies, Inc.	$593K	0.54%	0.64%	New	Q3 2025
HAPNHappen, Inc.	$567K	0.52%	0.03%	New	Q3 2025
LFMDLifeMD, Inc.	$566K	0.52%	0.18%	Not reported	Q2 2024
DAVEDave Inc.	$559K	0.51%	Not reported	New	Q3 2025
ZGZillow Group, Inc.	$498K	0.46%	Not reported	Not reported	Q3 2024
VIRVir Biotechnology, Inc.	$431K	0.40%	0.05%	New	Q3 2025
ATLXAtlas Lithium Corp	$405K	0.37%	0.39%	New	Q3 2025
SNDLSNDL Inc.	$402K	0.37%	0.06%	New	Q3 2025
AUIDauthID Inc.	$386K	0.35%	0.90%	+59.1%	Q2 2025
SLPSimulations Plus, Inc.	$380K	0.35%	0.13%	Not reported	Q1 2024
CABOCable One, Inc.	$380K	0.35%	0.04%	New	Q3 2025
NUVBNuvation Bio Inc.	$369K	0.34%	0.03%	New	Q3 2025
SHPHShuttle Pharmaceuticals Holdings, Inc.	$357K	0.33%	8.14%	New	Q3 2025
ACHRArcher Aviation Inc.	$350K	0.32%	0.01%	Not reported	Q4 2023
CPOPPop Culture Group Co., Ltd	$325K	0.30%	Not reported	New	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$319K	0.29%	0.00%	New	Q3 2025
ETHAiShares Ethereum Trust ETF	$316K	0.29%	0.00%	New	Q3 2025
ACOGAlpha Cognition Inc.	$312K	0.29%	0.29%	New	Q3 2025
SSTISoundthinking, Inc.	$297K	0.27%	0.19%	New	Q3 2025
EVTLVertical Aerospace Ltd.	$262K	0.24%	0.07%	Not reported	Q4 2024
ANTAAntalpha Platform Holding Co	$262K	0.24%	0.11%	Not reported	Q2 2025

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