Connective Capital Management, LLC 13F Holdings

CIK 0001543568 · PALO ALTO, CA

As of Sep 30, 2025, Connective Capital Management, LLC reported 73 positions worth 08.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO QQQ TRUST SERIES 1QQQ—24,294 4.6M13.39%
INTUITIVE SURGICAL INCISRGHealthcare21,929$9.8M9.00%
BROADCOM INCAVGOTechnology23,283$7.7M7.05%
MICROSOFT CORPMSFTTechnology14,354$7.4M6.82%
PROSHARES ULTRA QQQQLD—52,959$7.3M6.67%
APPLE INCAAPLTechnology19,379$4.9M4.53%
ISHARES RUSSELL 2000 GROWTH ETFIWO—13,453$4.3M3.95%
CAMECO CORPCCOBasic Materials45,029$3.8M3.47%
MERCADOLIBRE INCMELIConsumer Cyclical1,430$3.3M3.07%
META PLATFORMS INCMETACommunication Services4,391$3.2M2.96%
COSTCO WHOLESALE CORPCOSTConsumer Defensive2,633$2.4M2.24%
DOMINARI HOLDINGS INCDOMHHealthcare335,273$2.4M2.18%
ADVANCED MICRO DEVICES INCAMDEquity13,058$2.1M1.94%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical11,778$2.1M1.93%
CROWDSTRIKE HOLDINGS INCCRWDTechnology4,194$2.1M1.89%
SPOTIFY TECHNOLOGY SASPOTCommunication Services2,939$2.1M1.88%
AMAZON.COM INCAMZNEquity9,295$2.0M1.87%
JEFFERIES FINANCIAL GROUP INCJEFFinancial Services28,154 .8M1.69%
ALPHABET INCGOOGLEquity7,094 .7M1.58%
REDDIT INCRDDTCommunication Services6,930 .6M1.46%
DOORDASH INCDASHCommunication Services5,831 .6M1.46%
NETFLIX INCNFLXCommunication Services1,264 .5M1.39%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services17,065 .2M1.08%
AMBARELLA INCAMBATechnology13,934 .1M1.06%
UNUSUAL MACHS INCUMACIndustrials75,000 .1M1.04%