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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.
Latest 13F Filing Activity
Lagoda Investment Management, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 24 equity positions with a total 13F market value of $177M. The fund increased holdings in Transmedics Group Inc., Arm Holdings PLC, Trupanion Inc. among other positions. Lagoda Investment Management, L.P. reduced exposure to Texas Pacific Land Corporati, Rxo Inc., Energy Recovery Inc. among others.
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 |
Industry Allocation
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