LAGODA INVESTMENT MANAGEMENT, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DMRC | 694K | $4.56M |
 | TRUP | 249K | $9.32M |
 | GXO | 149K | $7.85M |
 | TMDX | 105K | $12.75M |
 | TPL | 104K | $29.93M |
 | NTRA | 79K | $18.18M |
 | XPO | 69K | $9.33M |
 | PTC | 51K | $8.80M |
 | GOOG | 46K | $14.46M |
 | TSM | 32K | $9.61M |
 | GH | 32K | $3.22M |
 | ARM | 28K | $3.11M |
 | RNR | 26K | $7.37M |
 | UI | 12K | $6.54M |
 | SNPS | 9K | $4.11M |
 | HEI | 6K | $2.03M |
 | MA | 6K | $3.31M |
 | BABA | 6K | $807.36K |
 | RIVN | 4K | $86.72K |
 | BRK-B | 4K | $1.95M |
Digimarc Corporation
DMRC
Shares Held
694K
Value
$4.56M
Trupanion, Inc.
TRUP
Shares Held
249K
Value
$9.32M
GXO Logistics, Inc.
GXO
Shares Held
149K
Value
$7.85M
TransMedics Group, Inc.
TMDX
Shares Held
105K
Value
$12.75M
Texas Pacific Land Corporation
TPL
Shares Held
104K
Value
$29.93M
Natera, Inc.
NTRA
Shares Held
79K
Value
$18.18M
XPO Logistics, Inc.
XPO
Shares Held
69K
Value
$9.33M
PTC Inc.
PTC
Shares Held
51K
Value
$8.80M
Alphabet Inc.
GOOG
Shares Held
46K
Value
$14.46M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
32K
Value
$9.61M
Guardant Health, Inc.
GH
Shares Held
32K
Value
$3.22M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
28K
Value
$3.11M
RenaissanceRe Holdings Ltd.
RNR
Shares Held
26K
Value
$7.37M
Ubiquiti Inc.
UI
Shares Held
12K
Value
$6.54M
Synopsys, Inc.
SNPS
Shares Held
9K
Value
$4.11M
HEICO Corporation
HEI
Shares Held
6K
Value
$2.03M
Mastercard Incorporated
MA
Shares Held
6K
Value
$3.31M
Alibaba Group Holding Limited
BABA
Shares Held
6K
Value
$807.36K
Rivian Automotive, Inc.
RIVN
Shares Held
4K
Value
$86.72K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.95M