Connective Capital Management, LLC — 13F holdings

Connective Capital Management, LLC reported 70 holdings worth $142M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. QQQ Invesco Qqq Tr — $35.8M (25.2%)
2. QLD PROSHARES TR — $10.2M (7.2%)
3. ISRG INTUITIVE SURGICAL INC — $9.30M (6.6%)
4. AMD ADVANCED MICRO DEVICES INC — $7.08M (5.0%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $6.30M (4.4%)
6. DASH DOORDASH INC — $5.83M (4.1%)
7. NVDA NVIDIA CORPORATION — $5.81M (4.1%)
8. AVGO BROADCOM INC — $5.70M (4.0%)
9. AAPL APPLE INC — $5.61M (4.0%)
10. COST COSTCO WHSL CORP NEW — $5.55M (3.9%)