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Lagoda Investment Management, L.P.

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    25

  • Value ($000)

    $162,161

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001632108
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TEXAS PACIFIC LAND CORPORATI

COM
88262P102
$40.92M
25 %

86,225

N
NTRA

NATERA INC

COM
632307104
$12.89M
8 %

64,455

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$10.71M
7 %

37,340

X
XPO

XPO INC

COM
983793100
$9.67M
6 %

49,700

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$9.26M
6 %

27,405

---

TRANSMEDICS GROUP INC

COM
89377M109
$9M
6 %

90,530

R
RJR1

STEREOTAXIS INC

COM NEW
85916J409
$8M
5 %

4,350,400

---

UBIQUITI INC

COM
90353W103
$7.08M
4 %

8,955

---

RENAISSANCERE HLDGS LTD

COM
G7496G103
$6.72M
4 %

22,620

G
GXO

GXO LOGISTICS INCORPORATED

COMMON STOCK
36262G101
$6.7M
4 %

129,260

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