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Lagoda Investment Management, L.P. · 13F 持仓分析
期权收益计算器 机构排行

Lagoda Investment Management, L.P.

No.7477 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.82亿
环比变动 Q1 2026
+$1,972.3万+12.2%
持仓股票数
25
新买入
1
加仓
13
减仓
10
清仓
1
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TTEXAS PACIFIC LAND CORPORATITPL
20.6%25.23%$3,747.6万8.6万股$4,091.9万8.6万股-594股-0.69%减仓
NateraNTRA
8.73%7.95%$1,588.1万5.9万股$1,289.0万6.4万股-5,952股-9.23%减仓
台积电TSM
7.23%5.71%$1,314.3万2.8万股$926.2万2.7万股+115股+0.42%加仓
AAlphabet Inc Class CGOOG
7.07%6.61%$1,285.2万3.6万股$1,071.1万3.7万股-965股-2.58%减仓
AMD超威AMD
5.69%1.44%$1,035.5万1.8万股$233.5万1.1万股+6,345股+55.27%加仓
Arm控股ARM
5.56%2.43%$1,011.4万2.9万股$394.6万2.6万股+2,440股+9.35%加仓
DDIGIMARC CORP NEW COMDMRC
5.15%3.22%$937.4万114.0万股$521.8万106.3万股+7.8万股+7.31%加仓
XPOXPO
4.73%5.96%$860.0万4.2万股$966.9万5.0万股-7,810股-15.71%减仓
SSTEREOTAXISSTXS
3.9%4.94%$709.1万412.3万股$800.5万435.0万股-22.8万股-5.24%减仓
RENAISSANCERE COMRNR
3.87%4.15%$704.6万2.2万股$672.3万2.3万股-385股-1.70%减仓
GXO LOGISTICS INCORPORATEDGXO
3.6%4.13%$655.6万12.9万股$670.2万12.9万股+50股+0.04%加仓
TTRANSMEDICSTMDX
3.56%5.55%$647.4万9.7万股$900.0万9.1万股+6,935股+7.66%加仓
Guardant HealthGH
3.08%2.07%$560.6万3.7万股$336.3万3.6万股+955股+2.62%加仓
PPTC COMPTC
2.85%3.64%$518.7万4.6万股$590.7万4.1万股+4,205股+10.14%加仓
新思科技SNPS
2.61%2.3%$474.0万1.1万股$372.3万9,390股+1,236股+13.16%加仓
UBIQUITIUI
1.95%4.36%$354.9万6,646股$707.7万8,955股-2,309股-25.78%减仓
QQXOQXO
1.94%0.93%$352.0万20.4万股$150.3万7.7万股+12.6万股+163.23%加仓
PROFOUND MED CORPORATION COM NEW (CANADA)PROF
1.83%1.76%$333.4万50.1万股$285.8万44.1万股+6.0万股+13.68%加仓
万事达MA
1.34%1.56%$243.2万4,735股$253.6万5,075股-340股-6.70%减仓
HEICOHEI
1.17%0.99%$213.7万6,000股$160.4万5,850股+150股+2.56%加仓
VVOLITIONRX LTDVNRX
1.08%$196.6万145.6万股$00股+145.6万股新买入
TTRUPANIONTRUP
1.08%1.56%$195.8万7.9万股$252.4万9.9万股-2.0万股-19.79%减仓
伯克希尔哈撒韦BRK.B
1.01%1.08%$183.6万3,670股$175.9万3,670股00.00%持仓不变
微软MSFT
0.22%0.25%$40.1万1,075股$40.7万1,100股-25股-2.27%减仓
SSPDR黄金信托GLD
0.14%0.16%$25.8万700股$25.8万600股+100股+16.67%加仓

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