Lagoda Investment Management, L.P. — 13F holdings

Lagoda Investment Management, L.P. reported 25 holdings worth $182M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TPL TEXAS PACIFIC LAND CORPORATI — $37.5M (20.6%)
2. NTRA NATERA INC — $15.9M (8.7%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $13.1M (7.2%)
4. GOOG ALPHABET INC — $12.9M (7.1%)
5. AMD ADVANCED MICRO DEVICES INC — $10.4M (5.7%)
6. ARM ARM HOLDINGS PLC — $10.1M (5.6%)
7. DMRC DIGIMARC CORP — $9.37M (5.2%)
8. XPO XPO INC — $8.60M (4.7%)
9. STXS STEREOTAXIS INC — $7.09M (3.9%)
10. RNR RENAISSANCERE HLDGS LTD — $7.05M (3.9%)