Long-term investor
Connective Capital Management, LLC @connectivecapitalmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001543568).
Record
- Tracked since 2025-06-30 (472 days), 260 trades recorded
- Returns: week n/a · month n/a · 90 days -0.8% · 6 months +13.2% · 1 year +9.7% · all +9.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 25.2% · long · since 2025-06-30
- 74347R206 · 7.2% · long · since 2025-06-30
- ISRG · 6.6% · long · since 2025-06-30
- AMD · 5.0% · long · since 2025-09-30
- TSM · 4.4% · long · since 2026-06-30
- DASH · 4.1% · long · since 2025-09-30
- NVDA · 4.1% · long · since 2025-06-30
- AVGO · 4.0% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- COST · 3.9% · long · since 2025-06-30
- MSFT · 3.8% · long · since 2025-06-30
- 464287648 · 3.7% · long · since 2025-06-30