LAGODA INVESTMENT MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DMRC | 761K | $7.44M |
 | TRUP | 260K | $11.26M |
 | GXO | 149K | $7.88M |
 | TMDX | 108K | $12.12M |
 | NTRA | 84K | $13.58M |
 | XPO | 72K | $9.30M |
 | PTC | 51K | $10.38M |
 | GOOG | 44K | $10.73M |
 | ARM | 39K | $5.47M |
 | TPL | 34K | $31.83M |
 | TSM | 33K | $9.29M |
 | RNR | 27K | $6.80M |
 | UI | 14K | $8.99M |
 | HEI | 6K | $2.00M |
 | MA | 6K | $3.30M |
 | RIVN | 4K | $64.59K |
 | BRK-B | 4K | $1.99M |
 | GOOGL | 2K | $365.87K |
 | MSFT | 1K | $582.69K |
 | ABT | 160 | $21.43K |
Digimarc Corporation
DMRC
Shares Held
761K
Value
$7.44M
Trupanion, Inc.
TRUP
Shares Held
260K
Value
$11.26M
GXO Logistics, Inc.
GXO
Shares Held
149K
Value
$7.88M
TransMedics Group, Inc.
TMDX
Shares Held
108K
Value
$12.12M
Natera, Inc.
NTRA
Shares Held
84K
Value
$13.58M
XPO Logistics, Inc.
XPO
Shares Held
72K
Value
$9.30M
PTC Inc.
PTC
Shares Held
51K
Value
$10.38M
Alphabet Inc.
GOOG
Shares Held
44K
Value
$10.73M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
39K
Value
$5.47M
Texas Pacific Land Corporation
TPL
Shares Held
34K
Value
$31.83M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
33K
Value
$9.29M
RenaissanceRe Holdings Ltd.
RNR
Shares Held
27K
Value
$6.80M
Ubiquiti Inc.
UI
Shares Held
14K
Value
$8.99M
HEICO Corporation
HEI
Shares Held
6K
Value
$2.00M
Mastercard Incorporated
MA
Shares Held
6K
Value
$3.30M
Rivian Automotive, Inc.
RIVN
Shares Held
4K
Value
$64.59K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.99M
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$365.87K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$582.69K
Abbott Laboratories
ABT
Shares Held
160
Value
$21.43K