Lagoda Investment Management, L.P.

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    24

  • Value ($000)

    $176,513

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TEXAS PACIFIC LAND CORPORATI

COM
88262P102
$35.69M
20 %

33,787

---

TRUPANION INC

COM
898202106
$14.55M
8 %

262,845

NTRA
NTRA

NATERA INC

COM
632307104
$14.23M
8 %

84,250

---

TRANSMEDICS GROUP INC

COM
89377M109
$14.00M
8 %

104,435

RJR1
RJR1

STEREOTAXIS INC

COM NEW
85916J409
$9.94M
6 %

4,687,900

DMRC
DMRC

DIGIMARC CORP NEW

COM
25381B101
$9.82M
6 %

743,425

XPO
XPO

XPO INC

COM
983793100
$9.68M
6 %

76,625

PTC
PTC

PTC INC

COM
69370C100
$9.30M
5 %

53,970

VNRX
VNRX

VOLITIONRX LTD

COM
928661107
$8.90M
5 %

11,705,000

---

UBIQUITI INC

COM
90353W103
$7.96M
5 %

19,340

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