CCM
Connective Capital Management Portfolio holdings
AUM
$109M
1-Year Est. Return
40.55%
1 Year Est. Return
+40.55%
AUM
$107M
AUM Growth
-$1.61M
(-1.5%)
Holding
67
Top Buys
| 1 | +$5.32M | |
| 2 | +$3.21M | |
| 3 | +$3.2M | |
| 4 |
Broadcom
AVGO
|
+$2.86M |
| 5 |
CrowdStrike
CRWD
|
+$2.14M |
Top Sells
| 1 | +$20.6M | |
| 2 | +$9.03M | |
| 3 | +$2.63M | |
| 4 |
Advanced Micro Devices
AMD
|
+$2.15M |
| 5 |
Salesforce
CRM
|
+$2.14M |
Sector Composition
| 1 | Technology | 37.16% |
| 2 | Healthcare | 11.77% |
| 3 | Communication Services | 10.69% |
| 4 | Consumer Discretionary | 6.39% |
| 5 | Financials | 5.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Abeona Therapeutics
ABEO
$281M
| – | – |
-74,913
|
|
||
52
Affirm
AFRM
$24B
| – | – |
-20,937
|
|
||
|
53
Advanced Micro Devices
AMD
$364B
| – | – |
-20,962
|
|
||
54
Baidu
BIDU
$51.7B
| – | – |
-23,262
|
|
||
55
Capricor Therapeutics
CAPR
$1.35B
| – | – |
-23,128
|
|
||
|
56
Salesforce
CRM
$224B
| – | – |
-7,989
|
|
||
|
MRIN
57
DELISTED
Marin Software
MRIN
| – | – |
-14,270
|
|
||
58
Motorsport Games
MSGM
$17.7M
| – | – |
-74,000
|
|
||
59
Cloudflare
NET
$66B
| – | – |
-12,682
|
|
||
60
P3 Health Partners
PIII
$9.79M
| – | – |
-503
|
|
||
61
The RealReal
REAL
$1.94B
| – | – |
-112,017
|
|
||
62
SharkNinja
SN
$17.5B
| – | – |
-11,896
|
|
||
63
SPDR S&P 500 ETF Trust
SPY
$713B
| – | – |
-16,142
|
|
||
64
Trade Desk
TTD
$18B
| – | – |
-18,934
|
|
||
65
Vivani Medical
VANI
$92.6M
| – | – |
-162,098
|
|
||
66
Vital Farms
VITL
$1.32B
| – | – |
-20,291
|
|
||
|
ETHE
67
Grayscale Ethereum Staking ETF Shares
ETHE
$3.79B
| – | – |
-28,466
|
|