Lagoda Investment Management, L.P.
NEW YORK NY · SEC CIK 0001632108
$1.82亿2026Q2 申报市值
25持仓数
72.5%前十大占比 · 第一大 20.6%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DIGIMARC CORP 新建仓+$937.45万
AMD 加仓+$368.59万
QXO 加仓+$218.25万
ARM 加仓+$86.52万
SNPS 加仓+$55.13万
2026Q2 卖出最多 按季末市值估算
VOLITIONRX LTD 减仓-$1,983.56万
DIGIMARC CORP NE 清仓-$521.83万
NTRA 减仓-$161.57万
XPO 减仓-$160.33万
UI 减仓-$123.31万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -1,062,800 | -100.0% | -$521.83万 | 清仓 |
| GLD | SPDR GOLD TR | $25.79万 | 0.14% | 700 | 100 | 16.7% | $3.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $40.10万 | 0.22% | 1,075 | -25 | -2.3% | -$9,326 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $183.64万 | 1.01% | 3,670 | 0 | 0.0% | — | 不变 |
| TRUP | TRUPANION INC | $195.81万 | 1.08% | 79,050 | -19,500 | -19.8% | -$48.30万 | 减仓 |
| — | VOLITIONRX LTD | $196.55万 | 1.08% | 1,455,950 | -14,693,050 | -91.0% | -$1,983.56万 | 减仓 |
| HEI | HEICO CORP NEW | $213.71万 | 1.17% | 6,000 | 150 | 2.6% | $5.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $243.19万 | 1.34% | 4,735 | -340 | -6.7% | -$17.46万 | 减仓 |
| — | PROFOUND MED CORP | $333.38万 | 1.83% | 501,325 | 60,310 | 13.7% | $40.11万 | 加仓 |
| QXO | QXO INC | $351.95万 | 1.94% | 203,675 | 126,300 | 163.2% | $218.25万 | 加仓 |
| UI | UBIQUITI INC | $354.92万 | 1.95% | 6,646 | -2,309 | -25.8% | -$123.31万 | 减仓 |
| SNPS | SYNOPSYS INC | $473.99万 | 2.61% | 10,626 | 1,236 | 13.2% | $55.13万 | 加仓 |
| PTC | PTC INC | $518.74万 | 2.85% | 45,660 | 4,205 | 10.1% | $47.77万 | 加仓 |
| GH | GUARDANT HEALTH INC | $560.59万 | 3.08% | 37,365 | 955 | 2.6% | $14.33万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $647.36万 | 3.56% | 97,465 | 6,935 | 7.7% | $46.06万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $655.60万 | 3.60% | 129,310 | 50 | 0.0% | $2,535 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $704.63万 | 3.87% | 22,235 | -385 | -1.7% | -$12.20万 | 减仓 |
| — | STEREOTAXIS INC | $709.09万 | 3.90% | 4,122,600 | -227,800 | -5.2% | -$39.18万 | 减仓 |
| XPO | XPO INC | $859.96万 | 4.73% | 41,890 | -7,810 | -15.7% | -$160.33万 | 减仓 |
| — | DIGIMARC CORP | $937.45万 | 5.15% | 1,140,450 | 1,140,450 | — | $937.45万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $1,011.41万 | 5.56% | 28,525 | 2,440 | 9.4% | $86.52万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,035.47万 | 5.69% | 17,825 | 6,345 | 55.3% | $368.59万 | 加仓 |
| GOOG | ALPHABET INC | $1,285.24万 | 7.07% | 36,375 | -965 | -2.6% | -$34.10万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,314.27万 | 7.23% | 27,520 | 115 | 0.4% | $5.49万 | 加仓 |
| NTRA | NATERA INC | $1,588.06万 | 8.73% | 58,503 | -5,952 | -9.2% | -$161.57万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,747.56万 | 20.60% | 85,631 | -594 | -0.7% | -$26.00万 | 减仓 |