Connective Capital Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CC Connective Capital Management, LLC | Institutional Filer | ▼ 28.85% | $121.1M | 66 |
Current Portfolio Holdings
Showing all 66 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust | — | 36K | $20.7M | 17.06% |
| 2 | ISRG | Intuitive Surgical, Inc. | Healthcare | 23K | $10.8M | 8.90% |
| 3 | QLD | PROSHARES TR | — | 106K | $6.5M | 5.33% |
| 4 | MSFT | Microsoft Corporation | Technology | 14K | $5.3M | 4.39% |
| 5 | AAPL | Apple Inc. | Technology | 19K | $4.9M | 4.06% |
| 6 | PANW | Palo Alto Networks, Inc. | Technology | 30K | $4.8M | 3.92% |
| 7 | SHOP | Shopify Inc. | Technology | 39K | $4.6M | 3.81% |
| 8 | DASH | DoorDash, Inc. | Communication Services | 30K | $4.5M | 3.73% |
| 9 | QCOM | QUALCOMM Incorporated | Technology | 35K | $4.5M | 3.72% |
| 10 | MPWR | Monolithic Power Systems, Inc. | Technology | 4K | $4.5M | 3.71% |
| 11 | KLAC | KLA Corporation | Technology | 3K | $4.3M | 3.58% |
| 12 | ARM | Arm Holdings plc American Depositary Shares | Technology | 29K | $4.3M | 3.58% |
| 13 | IWO | ISHARES TR | — | 13K | $4.2M | 3.49% |
| 14 | AMAT | Applied Materials, Inc. | Technology | 12K | $4.2M | 3.48% |
| 15 | XOM | Exxon Mobil Corporation | Energy | 24K | $4.0M | 3.32% |
Showing 1 to 15 of 66 holdings