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| Name: |
Connective Portfolio Management LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10017 |
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data |
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| Holdings
Found :
21 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NFLX |
Netflix Inc |
5 |
New |
$650.61 |
$2,490,000 |
4,100 |
4.38% |
2,490,000 |
4,100 |
0.001 |
Music & Video Stores |
|
|
CRHCF |
CRH Plc |
6 |
New |
$81.11 |
$2,415,000 |
28,000 |
4.25% |
2,415,000 |
28,000 |
0 |
N/A |
|
|
ETN |
Eaton Corp |
7 |
New |
$336.73 |
$1,887,000 |
6,035 |
3.32% |
1,887,000 |
6,035 |
0.002 |
Diversified Machinery |
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WMT |
Wal-Mart Stores Inc |
12 |
New |
$60.24 |
$1,476,000 |
24,525 |
2.6% |
1,476,000 |
24,525 |
0.001 |
Discount, Variety Stores |
|
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SNOW |
Snowflake Inc. |
14 |
New |
$162.71 |
$1,425,000 |
8,820 |
2.51% |
1,425,000 |
8,820 |
0.003 |
N/A |
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PWR |
Quanta Services Inc |
16 |
New |
$272.05 |
$1,298,000 |
4,995 |
2.28% |
1,298,000 |
4,995 |
0.004 |
General Contractors |
|
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LLY |
Eli Lilly & Co |
17 |
New |
$803.17 |
$1,167,000 |
1,500 |
2.05% |
1,167,000 |
1,500 |
0 |
Drug Manufacturers - ... |
|
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DHI |
DR Horton Inc |
20 |
New |
$149.38 |
$1,152,000 |
7,000 |
2.03% |
1,152,000 |
7,000 |
0.002 |
Residential Construct... |
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NVO |
Novo Nordisk A/S (ADR) |
24 |
New |
$135.16 |
$1,066,000 |
8,300 |
1.88% |
1,066,000 |
8,300 |
0 |
Drug Manufacturers - ... |
|
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VRT |
Vertiv Holdings Co |
25 |
New |
$99.13 |
$1,062,000 |
13,000 |
1.87% |
1,062,000 |
13,000 |
0.003 |
N/A |
|
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VRTX |
Vertex Pharmaceuticals Inc |
27 |
New |
$442.00 |
$1,045,000 |
2,500 |
1.84% |
1,045,000 |
2,500 |
0.001 |
Drug Manufacturers - ... |
|
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EXP |
Eagle Materials Inc |
29 |
New |
$242.29 |
$951,000 |
3,500 |
1.67% |
951,000 |
3,500 |
0.008 |
General Building Mate... |
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V |
Visa Inc |
30 |
New |
$275.95 |
$837,000 |
3,000 |
1.47% |
837,000 |
3,000 |
0 |
Business Services |
|
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PLTR |
Palantir Technologies Inc |
32 |
New |
$21.24 |
$806,000 |
35,020 |
1.42% |
806,000 |
35,020 |
0.002 |
N/A |
|
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HOOD |
Robinhood Markets, Inc. |
33 |
New |
$20.96 |
$765,000 |
38,000 |
1.35% |
765,000 |
38,000 |
0.005 |
N/A |
|
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FROG |
Jfrog Ltd |
36 |
New |
$32.44 |
$663,000 |
15,000 |
1.17% |
663,000 |
15,000 |
0.017 |
N/A |
|
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CYBR |
Cyber-Ark Software Ltd |
42 |
New |
$245.84 |
$452,000 |
1,700 |
0.8% |
452,000 |
1,700 |
0.004 |
N/A |
|
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MRUS |
Merus Nv |
43 |
New |
$43.72 |
$450,000 |
10,000 |
0.79% |
450,000 |
10,000 |
0.017 |
N/A |
|
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IMCR |
Immunocore Holdings Adr |
44 |
New |
$51.00 |
$325,000 |
5,000 |
0.57% |
325,000 |
5,000 |
0.011 |
N/A |
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ARM |
Arm Holdings American Depos... |
45 |
New |
$114.77 |
$312,000 |
2,500 |
0.55% |
312,000 |
2,500 |
0 |
N/A |
|
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WDC |
Western Digital Corp |
46 |
New |
$74.01 |
$273,000 |
4,000 |
0.48% |
273,000 |
4,000 |
0.001 |
Data Storage Devices |
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