StockDriftsStockDriftsTop 25 Lagoda Investment Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 25.23% | 86.2K | $40.9M | -17.27%(-18.00K) | $79.92(+381.96%) | 2026-03-31 | |
| NTRA | NATERA INC | 7.95% | 64.5K | $12.9M | -18.77%(-14.89K) | $48.85(+281.53%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.61% | 37.3K | $10.7M | -18.96%(-8.73K) | $88.18(+346.06%) | 2026-03-31 | |
| XPO | XPO INC | 5.96% | 49.7K | $9.7M | -27.62%(-18.96K) | $16.11(+1167.52%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.71% | 27.4K | $9.3M | -13.36%(-4.22K) | $153.23(+163.88%) | 2026-03-31 | |
| TMDX | TRANSMEDICS GROUP INC | 5.55% | 90.5K | $9.0M | -13.62%(-14.27K) | $75.20(-15.95%) | 2026-03-31 | |
| STXS | STEREOTAXIS INC | 4.94% | 4.35M | $8.0M | -10.51%(-510.80K) | $3.10(-40.28%) | 2026-03-31 | |
| UI | UBIQUITI INC | 4.36% | 9.0K | $7.1M | -24.24%(-2.87K) | $169.56(+267.57%) | 2026-03-31 | |
| RNR | RENAISSANCERE HLDGS LTD | 4.15% | 22.6K | $6.7M | -13.71%(-3.60K) | $152.43(+93.03%) | 2026-03-31 | |
| GXO | GXO LOGISTICS INCORPORATED | 4.13% | 129.3K | $6.7M | -13.30%(-19.84K) | $64.69(-25.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.49% | +62.18% |
| Top 20 Holdings Unweighted | +17.08% | +60.48% |
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