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Lagoda Investment Management, L.P.

Lagoda Investment Management, L.P. is an Investment Adviser institutional filer with the SEC under CIK 1632108, reporting 25 portfolio positions, with 19 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Lagoda Investment Management, L.P.'s most recent 13F filing, ranked by reported market value.

  1. TEXAS PACIFIC LAND CORPORATI (TPL)
  2. NATERA INC (NTRA)
  3. TAIWAN SEMICONDUCTOR MANUFAC (TSM)
  4. ALPHABET INC (GOOG)
  5. ADVANCED MICRO DEVICES INC (AMD)
  6. ARM HOLDINGS PLC (ARM)
  7. DIGIMARC CORP (DMRC)
  8. XPO INC (XPO)
  9. STEREOTAXIS INC (STXS)
  10. RENAISSANCERE HLDGS LTD (RNR)
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