Skip to content
Disclosery

13F-HR filed by Connective Capital Management, LLC

Connective Capital Management, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-13, with 66 holding rows worth $121,130,772.

Accession
0001543568-26-000007
Filer
CIK 1543568
Filed
2026-05-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 66 entries on the cover page, a total value of $121,130,772 stated on the cover page (in dollars after the unit check, H1), rows summing to $121,130,772 with VALUE read as dollars as filed, 13F file number 028-15202. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INVESCO QQQ TR46090E103COM35,795$20,660,158dollars as filed
Intuitive Surgical,Inc.46120E602COM23,392$10,783,478dollars as filed
PROSHARES TR74347R206PSHS ULTRA QQQ105,918$6,460,998dollars as filed
Microsoft Corp594918104COM14,354$5,313,420dollars as filed
Apple Inc037833100COM19,379$4,918,196dollars as filed
PALO ALTO NETWORKS INC697435105COM29,650$4,753,488dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS38,913$4,615,860dollars as filed
DOORDASH INC CL A25809K105Stock30,079$4,516,362dollars as filed
Qualcomm Incorporated747525103COM35,031$4,511,292dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock4,105$4,488,202dollars as filed
KLA CORP482480100COM2,948$4,340,665dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS28,652$4,334,475dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF13,453$4,221,686dollars as filed
Applied Materials,Inc.038222105COM12,349$4,220,765dollars as filed
EXXON MOBIL CORP30231G102COM23,739$4,027,559dollars as filed
SPDR SER TR78464A870S&P BIOTECH23,248$2,969,467dollars as filed
MERCADOLIBREINC58733R102STOK1,249$2,159,546dollars as filed
UnitedHealth Group Inc91324P102COM7,829$2,118,449dollars as filed
CAMECO CORP COM13321L108Stock18,760$2,037,524dollars as filed
ConocoPhillips20825C104COM15,396$2,032,272dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,689$1,923,489dollars as filed
UNUSUAL MACHS INC91532F102COM SHS108,960$1,351,104dollars as filed
Amazon.com, Inc023135106COM6,152$1,281,277dollars as filed
META PLATFORMS INC CL A30303M102COM1,918$1,097,345dollars as filed
ROBINHOOD MKTS INC770700102COM13,518$936,797dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF8,043$738,106dollars as filed
VISHAY PRECISION GROUP INC92835K103COM16,425$713,174dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,518$653,180dollars as filed
SPDR S&P Aerospace & Defense ETF78464A631SHS2,480$629,870dollars as filed
CIBUS INC17166A101CL A COM STK279,000$552,420dollars as filed
SYNOPSYS INC COM871607107Stock1,383$548,332dollars as filed
ENERGY RECOVERY INC29270J100COM49,026$493,692dollars as filed
VANECK ETF TRUST92189F791JUNIOR GOLD MINE4,058$487,122dollars as filed
GRACE THERAPEUTICS INC00439U104COM84,549$391,462dollars as filed
DOMINARI HOLDINGS INC008875304COM NEW114,229$371,244dollars as filed
Netflix, Inc64110L106COM3,561$342,390dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock1,136$317,228dollars as filed
Costco Wholesale Corporation22160K105COM314$312,879dollars as filed
ACTUATE THERAPEUTICS INC005083100COM113,266$310,349dollars as filed
Walmart Inc.931142103COM2,451$304,610dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,004$293,145dollars as filed
Cisco Systems,Inc.17275R102COM3,705$287,471dollars as filed
Broadcom Inc.11135F101COM904$279,797dollars as filed
NVIDIA Corp67066G104COM1,585$276,424dollars as filed
Lam Research Corporation512807306COM1,256$268,357dollars as filed
Tesla Motors, Inc88160R101COM715$265,801dollars as filed
CODA OCTOPUS GROUP INC19188U206COM NEW22,478$254,001dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM876$251,289dollars as filed
Advanced Micro Devices,Inc.007903107COM1,210$246,150dollars as filed
Micron Technology,Inc.595112103COM683$230,745dollars as filed
ANGEL STUDIOS INC. CL A COM034948109Stock65,090$198,525dollars as filed
PROCESSA PHARMACEUTICALS INC74275C403COM SHS70,736$178,608dollars as filed
VERTICAL AEROSPACE LTD SHS NEWG9471C206Stock71,000$156,910dollars as filed
MOBILE INFRASTRUCTURE CORP60739N101COM SHS68,696$153,879dollars as filed
DEFI TECHNOLOGIES INC COM244916102Stock182,816$101,006dollars as filed
iShares Ethereum Trust46438R105COM6,062$95,961dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS1,556$91,851dollars as filed
GUARDIAN METAL RES PLC401382106CMN5,000$87,400dollars as filed
SNAIL INC83301J100CLASS A COM154,523$78,961dollars as filed
OUTLOOK THERAPEUTICS INC69012T305COM200,000$41,160dollars as filed
ADDENTAX GROUP CORP00653L400COM NEW5,558$30,610dollars as filed
ABOVE FOOD INGREDIENTS INC00373V118*W EXP 06/28/20224,999$7,250dollars as filed
LISATA THERAPEUTICS INC128058302COM1,016$5,090dollars as filed
Cleanspark Inc W Exp 12/29/20218452B118Warrant17,500$4,288dollars as filed
MEDICUS PHARMA LTD58471K111*W EXP 11/15/2026,000$3,361dollars as filed
MOBIX LABS INC60743G118*W EXP 12/21/20222,397$2,800dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001543568-26-000007this filing2026-05-13acceptance time not in the bulk data set