Lagoda Investment Management, L.P.
Lagoda Investment Management, L.P. is a privately held investment adviser headquartered in New York, NY. Founded in 2014, the firm primarily manages investments in public equities across U.S. and international markets. With a focus on fundamental analysis and long-term value investing, Lagoda manages assets for institutional clients and high-net-worth individuals. The firm typically maintains a concentrated portfolio and is registered with the SEC. The team is lean, with under 10 employees, reflecting a focused and research-driven approach.
Investment Strategy
Lagoda Investment Management, L.P. follows a value-oriented, research-intensive investment strategy focusing on public equities. The firm selects securities based on fundamental analysis, looking for companies with sustainable competitive advantages and strong management. Lagoda often maintains a concentrated portfolio of high-conviction positions, with a long-term investment horizon, aiming to exploit inefficiencies in global equity markets. The strategy emphasizes downside protection, capital preservation, and generating superior risk-adjusted returns for clients.
Top Holdings
Equity Positions (24)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TPL | TEXAS PACIFIC LAND CORPORATI | 20.22% | $35.7M | 33,787 | $526.19 | $1056.39 | -$9.0M |
T TRUP | TRUPANION INC | 8.24% | $14.5M | 262,845 | $29.30 | $55.35 | +$4.7M |
N NTRA | NATERA INC | 8.06% | $14.2M | 84,250 | $47.96 | $168.94 | +$1.0M |
T TMDX | TRANSMEDICS GROUP INC | 7.93% | $14.0M | 104,435 | $70.42 | $134.01 | +$7.1M |
S STXS | STEREOTAXIS INC | 5.63% | $9.9M | 4,687,900 | $3.06 | $2.12 | +$2.2M |