Stock Taper 
LAGODA INVESTMENT MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Microsoft Corporation | MSFT | 1.07K | $401K |
 Berkshire Hathaway Inc. | BRK-B | 3.67K | $1.84M |
 Mastercard Incorporated | MA | 4.74K | $2.43M |
 HEICO Corporation | HEI | 6K | $2.14M |
 Ubiquiti Inc. | UI | 6.65K | $3.55M |
 Synopsys, Inc. | SNPS | 10.63K | $4.74M |
 Advanced Micro Devices, Inc. | AMD | 17.82K | $10.35M |
 RenaissanceRe Holdings Ltd. | RNR | 22.23K | $7.05M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 27.52K | $13.14M |
 Arm Holdings plc American Depositary Shares | ARM | 28.52K | $10.11M |
 Alphabet Inc. | GOOG | 36.38K | $12.85M |
 Guardant Health, Inc. | GH | 37.37K | $5.61M |
 XPO Logistics, Inc. | XPO | 41.89K | $8.6M |
 PTC Inc. | PTC | 45.66K | $5.19M |
 Natera, Inc. | NTRA | 58.5K | $15.88M |
 Trupanion, Inc. | TRUP | 79.05K | $1.96M |
 Texas Pacific Land Corporation | TPL | 85.63K | $37.48M |
 TransMedics Group, Inc. | TMDX | 97.47K | $6.47M |
 GXO Logistics, Inc. | GXO | 129.31K | $6.56M |
 QXO, Inc. | QXO | 203.68K | $3.52M |