LAGODA INVESTMENT MANAGEMENT, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DMRC | 1.06M | $5.22M |
 | PROF | 441K | $2.86M |
 | GXO | 129K | $6.70M |
 | TRUP | 99K | $2.52M |
 | TMDX | 91K | $9.00M |
 | TPL | 86K | $40.92M |
 | QXO | 77K | $1.50M |
 | NTRA | 64K | $12.89M |
 | XPO | 50K | $9.67M |
 | PTC | 41K | $5.91M |
 | GOOG | 37K | $10.71M |
 | GH | 36K | $3.36M |
 | TSM | 27K | $9.26M |
 | ARM | 26K | $3.95M |
 | RNR | 23K | $6.72M |
 | AMD | 11K | $2.34M |
 | SNPS | 9K | $3.72M |
 | UI | 9K | $7.08M |
 | HEI | 6K | $1.60M |
 | MA | 5K | $2.54M |
Digimarc Corp.
DMRC
Shares Held
1.06M
Value
$5.22M
Profound Medical Corp.
PROF
Shares Held
441K
Value
$2.86M
GXO Logistics, Inc.
GXO
Shares Held
129K
Value
$6.70M
Trupanion, Inc.
TRUP
Shares Held
99K
Value
$2.52M
TransMedics Group, Inc.
TMDX
Shares Held
91K
Value
$9.00M
Texas Pacific Land Corporation
TPL
Shares Held
86K
Value
$40.92M
QXO, Inc.
QXO
Shares Held
77K
Value
$1.50M
Natera, Inc.
NTRA
Shares Held
64K
Value
$12.89M
XPO Logistics, Inc.
XPO
Shares Held
50K
Value
$9.67M
PTC Inc.
PTC
Shares Held
41K
Value
$5.91M
Alphabet Inc.
GOOG
Shares Held
37K
Value
$10.71M
Guardant Health, Inc.
GH
Shares Held
36K
Value
$3.36M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
27K
Value
$9.26M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
26K
Value
$3.95M
RenaissanceRe Holdings Ltd.
RNR
Shares Held
23K
Value
$6.72M
Advanced Micro Devices, Inc.
AMD
Shares Held
11K
Value
$2.34M
Synopsys, Inc.
SNPS
Shares Held
9K
Value
$3.72M
Ubiquiti Inc.
UI
Shares Held
9K
Value
$7.08M
HEICO Corporation
HEI
Shares Held
6K
Value
$1.60M
Mastercard Incorporated
MA
Shares Held
5K
Value
$2.54M