Lagoda Investment Management, L.P.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnew york, NY
- CIK0001632108
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
33 | $156.97 M | TEXAS PACIFIC LAND CORPORATI, NTRA, TRUPANION INC, DMRC | 13F-HR | May 15, 2025 | 000164117225010858 | ||
34 | $184.92 M | TEXAS PACIFIC LAND CORPORATI, DMRC, NTRA, TRUPANION INC | 13F-HR | Feb 14, 2025 | 000149315225006837 | ||
34 | $174.09 M | TEXAS PACIFIC LAND CORPORATI, DMRC, NTRA, TRUPANION INC | 13F-HR | Nov 14, 2024 | 000149315224045803 | ||
40 | $173.76 M | TEXAS PACIFIC LAND CORPORATI, DMRC, NTRA, PTC | 13F-HR | Aug 14, 2024 | 000149315224032178 | ||
40 | $163.00 M | TEXAS PACIFIC LAND CORPORATI, DMRC, NTRA, PTC | 13F-HR | May 15, 2024 | 000149315224019818 | ||
39 | $146.91 M | TEXAS PACIFIC LAND CORPORATI, DMRC, PTC, NTRA | 13F-HR | Feb 14, 2024 | 000149315224006603 | ||
42 | $152.24 M | TEXAS PACIFIC LAND CORPORATI, DMRC, PTC, SGEN | 13F-HR | Nov 14, 2023 | 000149315223041036 | ||
41 | $141.80 M | TEXAS PACIFIC LAND CORPORATI, DMRC, PTC, GXO | 13F-HR | Aug 14, 2023 | 000149315223028401 | ||
43 | $140.69 M | TEXAS PACIFIC LAND CORPORATI, DMRC, NTRA, GXO | 13F-HR | May 15, 2023 | 000149315223017312 | ||
40 | $148.13 M | TEXAS PACIFIC LAND CORPORATI, DMRC, VNRX, GXO | 13F-HR | Feb 14, 2023 | 000149315223004822 | ||
38 | $140.63 M | TEXAS PACIFIC LAND CORPORATI, PTC, DMRC, TRUPANION INC | 13F-HR | Nov 14, 2022 | 000149315222032025 | ||
38 | $150.95 M | TEXAS PACIFIC LAND CORPORATI, PTC, SGEN, GOOG | 13F-HR | Aug 15, 2022 | 000149315222022879 | ||
38 | $185.64 M | TEXAS PACIFIC LAND CORPORATI, DMRC, GOOG, PTC | 13F-HR | May 16, 2022 | 000149315222013862 | ||
38 | $210.93 M | TEXAS PACIFIC LAND CORPORATI, DMRC, TRUPANION INC, GOOG | 13F-HR | Feb 14, 2022 | 000090571822000331 | ||
39 | $200.75 M | TEXAS PACIFIC LAND CORPORATI, DMRC, GOOG, PTC | 13F-HR | Nov 15, 2021 | 000090571821001505 | ||
38 | $214.63 M | TEXAS PACIFIC LAND CORPORATI, XPO, PTC, DMRC | 13F-HR | Aug 16, 2021 | 000090571821001078 | ||
36 | $200.41 M | TEXAS PACIFIC LAND CORPORATI, PTC, XPO, DMRC | 13F-HR | May 17, 2021 | 000090571821000705 | ||
35 | $185.68 M | DMRC, TEXAS PAC LD TR, XPO, TRUPANION INC | 13F-HR | Feb 16, 2021 | 000090571821000274 | ||
33 | $134.70 M | TRUPANION INC, XPO, SGEN, DMRC | 13F-HR | Nov 16, 2020 | 000090571820001109 | ||
29 | $119.97 M | TRUPANION INC, XPO, SGEN, TEXAS PAC LD TR | 13F-HR | Aug 14, 2020 | 000090571820000857 | ||
28 | $84.42 M | SGEN, XPO, TRUPANION INC, ENSTAR GROUP LIMITED | 13F-HR | May 15, 2020 | 000090571820000455 | ||
27 | $102.79 M | XPO, TRUPANION INC, DMRC, TEXAS PAC LD TR | 13F-HR | Feb 14, 2020 | 000090571820000207 | ||
27 | $85.00 M | VNRX, DMRC, XPO, ENSTAR GROUP LIMITED | 13F-HR | Nov 14, 2019 | 000090571819000927 | ||
25 | $86.27 M | DMRC, TRUPANION INC, PTC, TEXAS PAC LD TR | 13F-HR | Aug 14, 2019 | 000090571819000691 | ||
25 | $78.63 M | PTC, DMRC, TRUPANION INC, TEXAS PAC LD TR | 13F-HR | May 15, 2019 | 000090571819000462 | ||
29 | $59.95 M | PTC, TRUPANION INC, ENSTAR GROUP LIMITED, UBIQUITI NETWORKS INC | 13F-HR | Feb 14, 2019 | 000090571819000201 | ||
35 | $239.18 M | TRUPANION INC, REGN, SFIX, CLX | 13F-HR | Nov 14, 2018 | 000090571818000937 | ||
37 | $240.67 M | TRUPANION INC, REGN, TSLA, GOOG | 13F-HR | Aug 14, 2018 | 000090571818000746 | ||
38 | $264.97 M | TRUPANION INC, REGN, RENAISSANCERE HOLDINGS LTD, GOOG | 13F-HR | May 15, 2018 | 000090571818000503 | ||
42 | $262.58 M | DMRC, REGN, XEC, NVO | 13F-HR | Feb 14, 2018 | 000090571818000216 | ||
42 | $276.68 M | DMRC, REGN, UBIQUITI NETWORKS INC, XEC | 13F-HR | Nov 14, 2017 | 000090571817000963 | ||
39 | $261.79 M | DMRC, REGN, UBIQUITI NETWORKS INC, GOOG | 13F-HR | Aug 14, 2017 | 000090571817000774 | ||
36 | $257.68 M | RENAISSANCERE HOLDINGS LTD, REGN, SGEN, PTC | 13F-HR | May 15, 2017 | 000090571817000563 | ||
40 | $291.19 M | RENAISSANCERE HOLDINGS LTD, SGEN, REGN, UBIQUITI NETWORKS INC | 13F-HR | Jan 24, 2017 | 000090571817000141 | ||
29 | $332.52 M | SGEN, REGN, RENAISSANCERE HOLDINGS LTD, DMRC | 13F-HR | Nov 14, 2016 | 000090571816001759 | ||
28 | $268.19 M | NVO, REGN, RENAISSANCERE HOLDINGS LTD, SGEN | 13F-HR | Aug 15, 2016 | 000090571816001610 | ||
30 | $305.48 M | NVO, REGN, RENAISSANCERE HOLDINGS LTD, ALXN | 13F-HR | May 16, 2016 | 000090571816001426 | ||
33 | $377.22 M | REGN, NVO, ALXN, SGEN | 13F-HR | Jan 27, 2016 | 000090571816001114 | ||
32 | $342.61 M | REGN, NVO, ALXN, SGEN | 13F-HR | Nov 16, 2015 | 000090571815000900 | ||
32 | $381.56 M | REGN, NVO, SGEN, ALXN | 13F-HR | Aug 14, 2015 | 000090571815000696 | ||
34 | $373.79 M | REGN, NVO, ALXN, BRK.A | 13F-HR | May 15, 2015 | 000090571815000441 | ||
48 | $374.67 M | REGN, ALXN, BRK.A, NVO | 13F-HR | Feb 17, 2015 | 000090571815000210 |