You're signed outSign in or to get full access.
Connective Capital Management, LLC
Connective Capital Management, LLC is a hedge fund investment management firm based in Palo Alto, California. The firm, incorporated in Delaware, specializes in equity investment and manages assets for a range of institutional clients. Connective Capital is known for a focused team and deep investment research. As of 2025, the firm employs approximately 10 individuals.
Investment Strategy
Connective Capital Management pursues a fundamental research-driven equity investment strategy, selecting positions based on in-depth company analyses and sector research. The firm is known for active portfolio management and investment in public equities, aiming for long-term capital appreciation for its institutional clients.
Latest 13F Filing Activity
Connective Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 47 equity positions with a total 13F market value of $107M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Uber Technologies Inc. among other positions. Connective Capital Management, LLC reduced exposure to Invesco QQQ TR, SPDR S&P 500 Etf TR, Advanced Micro Devices Inc. among others.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ISRG | INTUITIVE SURGICAL INC | 11.14% | $11.9M | 21,929 | $459.64 | $543.41 | +$1.1M |
Q QQQ | INVESCO QQQ TR | 10.56% | $11.3M | 20,470 | $468.92 | $551.64 | -$15.8M |
M MSFT | MICROSOFT CORP | 7.17% | $7.7M | 15,420 | $246.89 | $497.41 | +$1.9M |
A AVGO | BROADCOM INC | 6.00% | $6.4M | 23,283 | $215.73 | $275.65 | +$4.3M |
Q QLD | PROSHARES TR | 5.83% | $6.2M | 52,959 | $63.41 | $117.71 | +$1.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more