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Connective Capital Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Connective Capital Management, LLC
报告期 2026-03-31 · CIK 0001543568
持仓数
66
前50大市值合计
$119.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 97 项
建仓 83
增持 2
减持 1
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
TNA
DIREXION DAILY S&P 500 BULL 3X SHARES
+$39.6M
381,000
建仓
CCJ
CAMECO CORP
+$5.5M
127,717
建仓
IWM
ISHARES RUSSELL 2000
+$4.1M
20,500
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
PROSHARES TR
-$2.9M
0
-100%
减持
—
CAMECO CORP
-$2.3M
50,000
-55%
建仓
XBI
Biotech SPDR ETF
+$2.0M
22,080
建仓
QQQ
POWERSHARES QQQ NASDAQ 100
+$1.6M
4,003
建仓
KRE
SPDR S&P REGIONAL BANKING ETF
+$943.7K
18,000
建仓
—
ZILLOW INC
+$908.0K
16,008
建仓
MRVL
Marvell Technology, Inc.
+$904.6K
15,000
建仓
PODD
Insulet Corporation
+$867.9K
4,000
建仓
ALTO
ALTO INGREDIENTS INC
+$855.8K
321,736
建仓
—
AMBRX BIOPHARMA, INC. SPONSORED ADR
+$828.6K
58,189
建仓
—
Calyxt Inc
+$791.6K
40,306
增持
AMZN
AMAZON.COM INC
+$762.2K
15,565
+23%
清仓
—
AMBARELLA INC
-$755.4K
0
-100%
增持
GOOGL
GOOGLE INC-CL A (Voting)
+$739.8K
17,818
+33%
建仓
—
Ashford Hospitality Trust, Inc.
+$651.4K
335,783
建仓
CGC
Canopy Growth Corporation
+$640.4K
125,330
建仓
—
REDFIN CORPORATION
+$591.5K
57,315
建仓
COMP
COMPASS INC
+$574.7K
152,837
建仓
DCTH
Delcath Systems
+$570.1K
137,055
建仓
SUNWQ
SUNWORKS, INC.
+$563.3K
2,399,244
建仓
BMBL
BUMBLE, INC.
+$559.8K
37,976
建仓
APPS
Digital Turbine
+$552.1K
80,475
建仓
NRDY
NERDY INC
+$541.8K
157,961
建仓
—
SAFETY SHOT INC
+$503.4K
143,427
建仓
REAL
RealReal, Inc.
+$502.5K
250,000
建仓
—
Sundial Growers inc
+$501.0K
305,505
清仓
MTCH
MATCH GROUP INC NEW
-$498.8K
0
-100%
建仓
—
Immunic Inc
+$493.0K
328,699
建仓
PRPL
PURPLE INNOVATION, INC.
+$488.0K
473,751
建仓
—
Hydrofarm Holdings Group Inc
+$457.5K
498,593
建仓
PACK
RANPAK HOLDINGS CORP.
+$453.7K
77,963
建仓
SNBRQ
Sleep Number Corporation
+$441.4K
29,761
建仓
SFIX
STITCH FIX INC CL-A
+$432.8K
121,230
建仓
—
MONDEE HOLDINGS, INC.
+$432.2K
156,588
建仓
—
ASENSUS SURGICAL INC
+$414.0K
1,298,355
建仓
—
Big 5 Sporting Goods Corporation
+$412.1K
65,000
建仓
—
Tilray Inc
+$410.8K
178,594
建仓
HROW
Harrow Health, Inc.
+$410.4K
36,645
建仓
ARLO
Arlo Technologies
+$347.8K
36,533
建仓
—
E-HOME HOUSEHOLD SERVICE HOLDINGS LTD.
+$308.0K
77,000
建仓
RCAT
RED CAT HOLDINGS INC
+$302.8K
344,081
建仓
ACHR
ARCHER AVIATION INC
+$300.9K
49,000
建仓
—
LILIUM N.V.
+$295.0K
250,000
建仓
—
Profire Energy
+$284.8K
157,340
建仓
—
APPLIED THERAPEUTICS, INC.
+$265.5K
79,242
清仓
—
ESSA PHARMA INC
-$261.3K
0
-100%
建仓
—
CANO HEALTH, INC.
+$250.3K
42,643
建仓
ZOMDF
Zomedica Corp
+$240.2K
1,200,000
建仓
BEEM
BEAM GLOBAL
+$239.5K
33,785
建仓
—
Aurora Cannabis Inc - US Listed
+$225.1K
472,630
建仓
VXRT
Vaxart Inc
+$221.9K
387,372
建仓
ALPP
ALPINE 4 TECHNOLOGIES LTD.
+$213.7K
290,727
建仓
VERI
Veritone
+$201.1K
111,085
建仓
NEWP
NEW PACIFIC METALS CORP
+$198.5K
103,932
建仓
DNN
DENISON MINES CORP
+$177.0K
100,000
建仓
—
Foresight Autonomous-SP ADR
+$165.7K
160,903
建仓
—
FARADAY FUTURE INTELLIGENT E
+$164.3K
711,665
建仓
—
iCAD, Inc.
+$154.2K
87,108
建仓
—
Vroom, Inc.
+$132.0K
219,084
建仓
—
Barnes & Noble Education, Inc.
+$126.7K
85,007
建仓
TSPH
TUSIMPLE HOLDINGS INC - A
+$123.6K
140,800
建仓
—
Organigram
+$118.0K
90,062
建仓
—
PERFORMANCE SHIPPING INC
+$109.3K
48,169
建仓
—
Veru
+$108.7K
151,022
建仓
—
BIOXCEL THERAPEUTICS, INC.
+$97.3K
33,000
建仓
AMTX
AEMETIS INC
+$86.3K
16,472
建仓
—
Evogene Ltd
+$84.0K
100,000
清仓
—
INTERCURE LTD
-$77.3K
0
-100%
清仓
—
ARMADA ACQUISITION CORP I
-$76.4K
0
-100%
建仓
LEXX
LEXARIA BIOSCIENCE CORP
+$75.0K
60,000
建仓
RGTI
RIGETTI COMPUTING, INC.
+$71.5K
72,615
建仓
—
Matinas BioPharma Holdings
+$68.7K
317,621
建仓
FTHM
Fathom Holding Inc
+$56.3K
15,673
建仓
—
CYBIN, INC.
+$51.3K
125,000
建仓
CYDY
CytoDyn
+$50.3K
257,743
建仓
—
WORKSPORT LTD
+$44.8K
30,049
建仓
—
ONTRAK INC
+$33.4K
83,195
建仓
—
Inuvo Inc
+$30.6K
72,087
建仓
—
AUDDIA INC.
+$22.0K
88,000
建仓
BBAI
BIGBEAR.AI HOLDINGS, INC.
+$21.4K
10,000
建仓
—
PRESTO AUTOMATION INC
+$16.7K
31,373
建仓
—
Organovo Holdings
+$15.4K
13,879
清仓
—
SURGEPAYS INC
-$10.9K
0
-100%
建仓
—
OPGEN INC
+$10.5K
25,000
建仓
VLD
VELO3D, INC.
+$5.8K
14,529
建仓
—
Sono Group NV
+$5.0K
83,520
建仓
—
VOLCON INC
+$2.6K
26,235
清仓
—
CHAVANT CAPITAL ACQUISITN CO
-$1.0K
0
-100%
建仓
—
AMYRIS INC
+$750
300,000
清仓
—
TLG ACQUISITION ONE CORP
-$474
0
-100%
清仓
—
EDIFY ACQUISITION CORP
-$117
0
-100%
清仓
—
GETAROUND INC
-$80
0
-100%
建仓
—
YAYYO, INC.
+$36
361,860
建仓
IWSY
IMAGEWARE SYSTEMS INC
+$1
625,392