Lagoda Investment Management, L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Lagoda Investment Management, L.P. held in its portfolio 25 assets valued at $172,694,843 (i.e. $172.70M).

The most valuable assets in the portfolio included: TEXAS PACIFIC LAND CORPORATI ($29.93M), NATERA INC ($18.18M), and ALPHABET INC ($14.46M).

The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Lagoda Investment Management, L.P. Portfolio

TEXAS PACIFIC LAND CORPORATI

NATERA INC

ALPHABET INC

TRANSMEDICS GROUP INC

STEREOTAXIS INC

TAIWAN SEMICONDUCTOR MFG LTD

XPO INC

TRUPANION INC

PTC INC

GXO LOGISTICS INCORPORATED

Lagoda Investment Management, L.P. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TEXAS PACIFIC LAND CORPORATI	104221	29934356	COM
NATERA INC	79350	18178292	COM
ALPHABET INC	46075	14458335	CAP STK CL C
TRANSMEDICS GROUP INC	104800	12748920	COM
STEREOTAXIS INC	4861200	11180760	COM NEW
TAIWAN SEMICONDUCTOR MFG LTD	31630	9612041	SPONSORED ADS
XPO INC	68665	9332260	COM
TRUPANION INC	249275	9315407	COM
PTC INC	50510	8799347	COM
GXO LOGISTICS INCORPORATED	149095	7848361	COMMON STOCK
RENAISSANCERE HLDGS LTD	26215	7370609	COM
UBIQUITI INC	11820	6540597	COM
DIGIMARC CORP NEW	694445	4555559	COM
SYNOPSYS INC	8752	4110989	COM
MASTERCARD INCORPORATED	5804	3313388	CL A
GUARDANT HEALTH INC	31505	3217921	COM
ARM HOLDINGS PLC	28435	3108230	SPONSORED ADS
VOLITIONRX LTD	11463603	2930097	COM
HEICO CORP NEW	6265	2027291	COM
BERKSHIRE HATHAWAY INC DEL	3870	1945256	CL B NEW
ALIBABA GROUP HLDG LTD	5508	807363	SPONSORED ADS
MICROSOFT CORP	1125	544073	COM
ALPHABET INC	1505	471065	CAP STK CL A
SPDR GOLD TR	650	257602	GOLD SHS
RIVIAN AUTOMOTIVE INC	4400	86724	COM CL A