13FBOX
Connective Capital Management, LLC · 13F Holdings
Options Calculator Rankings

Connective Capital Management, LLC

No.8346 Data as of 2026Q2
Latest AUM (Q2 2026)
$141.9M
QoQ Change Q1 2026
+$20.8M+17.2%
Holdings
70
New Buys
30
Adds
13
Reduces
4
Exits
26
Unchanged
23
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVOO
25.24%17.06%$35.8M48,645$20.7M35,795+12,850+35.90%Add
PPROSHARES TRQLD
7.22%5.33%$10.2M105,918$6.5M105,91800.00%Unchanged
INTUITIVE SURGICAL INCISRG
6.55%8.9%$9.3M23,392$10.8M23,39200.00%Unchanged
ADVANCED MICRO DEVICES INCAMD
4.99%0.2%$7.1M12,189$246,1501,210+10,979+907.36%Add
TAIWAN SEMICONDUCTOR MANUFACTSM
4.44%$6.3M13,191$00+13,191New Buy
DDOORDASH INCDASH
4.1%3.73%$5.8M31,569$4.5M30,079+1,490+4.95%Add
NVIDIA CORPORATIONNVDA
4.09%0.23%$5.8M29,025$276,4241,585+27,440+1,731.23%Add
BROADCOM INCAVGO
4.02%0.23%$5.7M15,089$279,797904+14,185+1,569.14%Add
APPLE INCAAPL
3.95%4.06%$5.6M19,379$4.9M19,37900.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
3.91%0.26%$5.6M5,935$312,879314+5,621+1,790.13%Add
MICROSOFT CORPMSFT
3.77%4.39%$5.4M14,354$5.3M14,35400.00%Unchanged
IISHARES RUSSELL 2000 GROWTH ETFIWO
3.73%3.49%$5.3M13,453$4.2M13,45300.00%Unchanged
QQUALCOMM INCQCOM
3.64%3.72%$5.2M27,957$4.5M35,031-7,074-20.19%Reduce
MARVELL TECHNOLOGY INCMRVL
2.64%$3.7M12,580$00+12,580New Buy
ALPHABET INCGOOGL
1.68%1.59%$2.4M6,689$1.9M6,68900.00%Unchanged
CAMECO CORPCCJ
1.35%1.68%$1.9M18,760$2.0M18,76000.00%Unchanged
AMAZON COM INCAMZN
1.27%1.06%$1.8M7,580$1.3M6,152+1,428+23.21%Add
META PLATFORMS INCMETA
1.24%0.91%$1.8M3,122$1.1M1,918+1,204+62.77%Add
MERCADOLIBRE INC COMMELI
0.99%1.78%$1.4M830$2.2M1,249-419-33.55%Reduce
UUNUSUAL MACHS INCUMAC
0.92%1.12%$1.3M58,701$1.4M108,960-50,259-46.13%Reduce
SSTATE STREET SPDR S&P BIOTECH ETFXBI
0.75%2.45%$1.1M6,736$3.0M23,248-16,512-71.03%Reduce
MICRON TECHNOLOGY INCMU
0.56%0.19%$788,380683$230,74568300.00%Unchanged
DDOMINARI HOLDINGS INCDOMH
0.54%0.31%$763,720243,223$371,244114,229+128,994+112.93%Add
SSPDR GOLD TRGLD
0.47%0.54%$672,2941,825$653,1801,518+307+20.22%Add
SYNOPSYS INCSNPS
0.43%0.45%$616,9151,383$548,3321,38300.00%Unchanged
VVANECK ETF TRUSTGDX
0.43%0.61%$606,8448,043$738,1068,04300.00%Unchanged
LAM RESEARCH CORPLRCX
0.38%0.22%$544,2621,256$268,3571,25600.00%Unchanged
GGORILLA TECHNOLOGY GROUP INCGRRRW
0.34%$482,44824,268$00+24,268New Buy
CCREXENDO INC COMCXDO
0.33%$464,85162,229$00+62,229New Buy
CISCO SYS INCCSCO
0.31%0.24%$435,1893,705$287,4713,70500.00%Unchanged
AAMERICAN BATTERY TECHNOLOGYABAT
0.3%$420,323148,524$00+148,524New Buy
KKOPIN CORPKOPN
0.29%$406,04590,635$00+90,635New Buy
CONSTELLATION ENERGY CORPCEG
0.28%0.26%$402,6081,621$317,2281,136+485+42.69%Add
BLACKSKY TECHNOLOGY INCBKSY
0.28%$400,40114,341$00+14,341New Buy
VANECK ETF TRUSTGDXJ
0.28%0.4%$398,6994,058$487,1224,05800.00%Unchanged
INTUITIVE MACHS INC CLASS ALUNR
0.28%$392,80618,364$00+18,364New Buy
SSHARONAI HOLDINGS INCSHAZ
0.26%$365,9854,323$00+4,323New Buy
VVELO3D INCVELO
0.24%$345,01519,659$00+19,659New Buy
PPOLYPID LTDPYPD
0.24%$343,40867,600$00+67,600New Buy
IIDENTIV INCINVE
0.23%$327,902130,120$00+130,120New Buy
PPAYSIGN INC COMPAYS
0.23%$326,65839,885$00+39,885New Buy
AAlphabet Inc Class CGOOG
0.22%0.21%$309,517876$251,28987600.00%Unchanged
TESLA INCTSLA
0.21%0.22%$300,729715$265,80171500.00%Unchanged
EECO WAVE POWER GLOBAL ABWAVE
0.21%$291,71832,234$00+32,234New Buy
WALMART INCWMT
0.2%0.25%$277,6002,451$304,6102,45100.00%Unchanged
NNANOVIRICIDES INCNNVC
0.18%$255,599185,217$00+185,217New Buy
NETFLIX INCNFLX
0.18%0.28%$254,2553,561$342,3903,56100.00%Unchanged
PALANTIR TECHNOLOGIES INCPLTR
0.16%0.24%$233,8072,004$293,1452,00400.00%Unchanged
CCODA OCTOPUS GROUP INCCODA
0.15%0.21%$219,61022,478$254,00122,47800.00%Unchanged
OONE STOP SYS INCOSS
0.14%$203,58011,198$00+11,198New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow