HoldingsChannel.com
Lagoda Investment Management L.P. Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
PTC INC 94,513 -15 $8,712
     PTC94,513-15$8,712
DIGIMARC CORP NEW 277,206 +51,029 $8,699
     DMRC277,206+51,029$8,699
TRUPANION INC 241,973 +1,182 $7,922
     TRUP241,973+1,182$7,922
TEXAS PAC LD TR 8,437 +933 $6,527
     TPL8,437+933$6,527
UBIQUITI NETWORKS INC 43,368 -8,647 $6,493
     UBNT43,368-8,647$6,493
ENSTAR GROUP LIMITED 36,931 +2,901 $6,426
     ESGR36,931+2,901$6,426
VOLITIONRX LTD 1,901,467 +257,753 $6,180
     VNRX1,901,467+257,753$6,180
ALPHABET INC 4,868 +284 $5,712
     GOOG4,868+284$5,712
SEATTLE GENETICS INC 76,873 -11,742 $5,630
     SGEN76,873-11,742$5,630
XPO LOGISTICS INC 99,149 +19,057 $5,328
     XPO99,149+19,057$5,328
RENAISSANCERE HOLDINGS LTD 34,335 -792 $4,927
     RNR34,335-792$4,927
COUPA SOFTWARE INC 31,270 +4,534 $2,845
     COUP31,270+4,534$2,845
BERKSHIRE HATHAWAY INC DEL      $1,017
     BRK.A2UNCH$602
     BRK.B2,065-40$415
INTREXON CORP 103,388 -48,250 $544
     XON103,388-48,250$544
MICROSOFT CORP 3,730 -615 $440
     MSFT3,730-615$440
MASTERCARD INCORPORATED 1,196 -10 $282
     MA1,196-10$282
ALPHABET INC 176 -5 $207
     GOOGL176-5$207
BROWN FORMAN CORP      $190
     BF.B3,600-200$190
ALLEGHANY CORP DEL 293 -12 $179
     Y293-12$179
NOVO NORDISK A S 3,255 -150 $170
     NVO3,255-150$170
SPDR GOLD TRUST (GLD) 650 UNCH $79
     GLD650UNCH$79
CONOCOPHILLIPS 800 UNCH $53
     COP800UNCH$53
ABBOTT LABS 639 UNCH $51
     ABT639UNCH$51

See Full List: All Stocks Held By Lagoda Investment Management L.P.
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lagoda Investment Management L.P.

Size ($ in 1000's)
At 03/31/2019: $78,632
At 12/31/2018: $59,955

Lagoda Investment Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lagoda Investment Management L.P. 13F filings. Link to 13F filings: SEC filings

Lagoda Investment Management L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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