Lagoda Investment Management, L.P.
Annual return '25
+9.8%
SPY '25
+17.7%
Alpha
-8.0ptsvs SPY
Invested
$162.2M
Holdings
25
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TPL
TEXAS PACIFIC LAND CORPORATI
Q4 2025: Exited (was 34.1k shares)
25.2%
02
$NTRA
NATERA INC
Q4 2025: Exited (was 84.3k shares)
7.9%
03
$GOOG
ALPHABET INC
Q4 2025: Exited (was 44.0k shares)
6.6%
04
$XPO
XPO INC
Q4 2025: Exited (was 72.0k shares)
6.0%
05
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: Exited (was 33.3k shares)
5.7%
06
$TMDX
TRANSMEDICS GROUP INC
Q4 2025: Exited (was 108.1k shares)
5.5%
07
$STXS
STEREOTAXIS INC
Q4 2025: Exited (was 4.71M shares)
4.9%
08
$UI
UBIQUITI INC
Q4 2025: Exited (was 13.6k shares)
4.4%
09
$RNR
RENAISSANCERE HLDGS LTD
Q4 2025: Exited (was 26.8k shares)
4.1%
10
$GXO
GXO LOGISTICS INCORPORATED
Q1 2026: Sold 5.8% (304.7k → 287.0k shares)
4.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:21 UTC.