13F Insight
DOSSIER · 13F-HR · Q2 2026

Connective Capital Management, LLC

$142M in tracked AUM across 70 positions as of Q2 2026.

CC
CIK 0001543568 · last filed Jun 30, 2026
Total AUM
$142M
as of Q2 2026
Holdings
70
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Connective Capital Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$36M49K25.2%02
QLD
PROSHARES TR
$10M106K7.2%03
ISRG
INTUITIVE SURGICAL INC
$9M23K6.6%04
AMD
ADVANCED MICRO DEVICES INC
$7M12K5.0%05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$6M13K4.4%06
DASH
DOORDASH INC
$6M32K4.1%07
NVDA
NVIDIA CORPORATION
$6M29K4.1%08
AVGO
BROADCOM INC
$6M15K4.0%09
AAPL
APPLE INC
$6M19K4.0%10
COST
COSTCO WHOLESALE CORPORATION
$6M6K3.9%

Filing history

2026Q2Jun 30
$142M▲ 17.2%
70 positionsView →2026Q1Mar 31
$121M▼ 28.9%
66 positionsView →2025Q4Dec 31
$170M▲ 196.0%
57 positionsView →2025Q3Sep 30
$58M▼ 46.2%
55 positionsView →2025Q2Jun 30
$107M▲ 124.0%
50 positionsLocked2025Q1Mar 31
$48M▼ 44.4%
35 positionsLocked2024Q4Dec 31
$86M▼ 22.2%
68 positionsLocked2024Q3Sep 30
$110M▲ 98.3%
38 positionsLocked2024Q2Jun 30
$56M▼ 15.1%
32 positionsLocked2024Q1Mar 31
$66M▼ 45.3%
25 positionsLocked2023Q4Dec 31
$120M▲ 173.9%
102 positionsLocked2023Q3Sep 30
$44M▼ 49.0%
30 positionsLocked
Showing 12 of 29