Stock Taper 
CONNECTIVE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BlackSky Technology Inc. | BKSY | 14.34K | $400.4K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 13.19K | $6.3M |
 Marvell Technology, Inc. | MRVL | 12.58K | $3.75M |
 Advanced Micro Devices, Inc. | AMD | 12.19K | $7.08M |
 Amazon.com, Inc. | AMZN | 7.58K | $1.81M |
 Alphabet Inc. | GOOGL | 6.69K | $2.39M |
 Costco Wholesale Corporation | COST | 5.93K | $5.55M |
 Dine Brands Global, Inc. | DIN | 4.69K | $168.23K |
 Cisco Systems, Inc. | CSCO | 3.71K | $435.19K |
 Netflix, Inc. | NFLX | 3.56K | $254.25K |
 Meta Platforms, Inc. | META | 3.12K | $1.76M |
 Walmart Inc. | WMT | 2.45K | $277.6K |
 Palantir Technologies Inc. | PLTR | 2K | $233.81K |
 Constellation Energy Corporation | CEG | 1.62K | $402.61K |
 Synopsys, Inc. | SNPS | 1.38K | $616.91K |
 Lam Research Corporation | LRCX | 1.26K | $544.26K |
 Elmet Group Co. | ELMT | 1K | $19.74K |
 Alphabet Inc. | GOOG | 876 | $309.52K |
 MercadoLibre, Inc. | MELI | 830 | $1.41M |
 Tesla, Inc. | TSLA | 715 | $300.73K |