13F Filings History of Lagoda Investment Management, L.P.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$172,694,843
Signature - Title
Jason A. Ozone - Chief Financial Officer and Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Lagoda Investment Management, L.P.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lagoda Investment Management, L.P. reported 25 stock holdings with total value $172,694,843 as of Q4 2025. Top holdings included TPL, NTRA, GOOG, TMDX, and STXS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 25 $172,694,843 +$29,297,531 -$6,036,568 +$23,260,963 TPL, NTRA, GOOG, TMDX, STXS 13F-HR 17 Feb 2026, 16:05
Q3 2025 23 $176,748,152 +$4,565,116 -$6,745,773 -$2,180,657 TPL, STXS, NTRA, TMDX, TRUP 13F-HR 14 Nov 2025, 16:05
Q2 2025 24 $176,513,039 +$9,835,865 -$8,811,088 +$1,024,777 TPL, TRUP, NTRA, TMDX, STXS 13F-HR 14 Aug 2025, 16:15
Q1 2025 33 $156,969,919 +$5,403,976 -$10,938,630 -$5,534,654 TPL, NTRA, TRUP, DMRC, PTC 13F-HR 15 May 2025, 16:05
Q4 2024 34 $184,917,452 +$6,596,177 -$14,479,045 -$7,882,868 TPL, DMRC, NTRA, TRUP, GOOG 13F-HR 14 Feb 2025, 16:05
Q3 2024 34 $174,085,618 +$5,795,229 -$21,757,993 -$15,962,764 TPL, DMRC, NTRA, TRUP, PTC 13F-HR 14 Nov 2024, 16:05
Q2 2024 40 $173,758,001 +$1,948,179 -$7,134,121 -$5,185,942 TPL, DMRC, NTRA, PTC, TMDX 13F-HR 14 Aug 2024, 16:05
Q1 2024 40 $162,998,233 +$33,222,912 -$2,692,649 +$30,530,263 TPL, DMRC, NTRA, PTC, XPO 13F-HR 15 May 2024, 16:05
Q4 2023 39 $146,914,750 +$3,252,447 -$16,060,099 -$12,807,652 TPL, DMRC, PTC, NTRA, XPO 13F-HR 14 Feb 2024, 16:05
Q3 2023 42 $152,235,556 +$5,739,017 -$4,890,887 +$848,130 TPL, DMRC, PTC, SGEN, GXO 13F-HR 14 Nov 2023, 16:05
Q2 2023 41 $141,797,630 +$9,080,208 -$7,813,962 +$1,266,246 TPL, DMRC, PTC, GXO, NTRA 13F-HR 14 Aug 2023, 16:05
Q1 2023 43 $140,690,619 +$3,305,156 -$5,474,931 -$2,169,775 TPL, DMRC, NTRA, GXO, PTC 13F-HR 15 May 2023, 16:05
Q4 2022 40 $148,132,624 +$10,509,629 -$22,949,996 -$12,440,367 TPL, DMRC, VNRX, GXO, PTC 13F-HR 14 Feb 2023, 16:05
Q3 2022 38 $140,632,000 +$11,185,000 -$13,913,898 -$2,728,898 TPL, PTC, DMRC, TRUP, UI 13F-HR 14 Nov 2022, 16:06
Q2 2022 38 $150,949,000 +$3,426,827 -$10,142,698 -$6,715,871 TPL, PTC, SGEN, GOOG, UI 13F-HR 15 Aug 2022, 16:12
Q1 2022 38 $185,644,000 +$7,852,270 -$6,782,722 +$1,069,548 TPL, DMRC, GOOG, PTC, TRUP 13F-HR 16 May 2022, 16:30
Q4 2021 38 $210,929,000 +$7,729,904 -$6,989,090 +$740,814 TPL, DMRC, TRUP, GOOG, PTC 13F-HR 14 Feb 2022, 16:11
Q3 2021 39 $200,746,000 +$15,475,300 -$1,390,092 +$14,085,208 TPL, DMRC, GOOG, PTC, NTRA 13F-HR 15 Nov 2021, 16:08
Q2 2021 38 $214,631,000 +$4,649,835 -$6,234,828 -$1,584,993 TPL, XPO, PTC, DMRC, GOOG 13F-HR 16 Aug 2021, 16:10
Q1 2021 36 $200,406,000 +$56,944,874 -$30,263,206 +$26,681,668 TPL, PTC, XPO, DMRC, GOOG 13F-HR 17 May 2021, 16:09
Q4 2020 35 $185,684,000 +$13,251,291 -$11,286,970 +$1,964,321 DMRC, TPL, XPO, TRUP, PTC 13F-HR 16 Feb 2021, 16:20
Q3 2020 33 $134,704,000 +$12,008,530 -$11,132,476 +$876,054 TRUP, XPO, SGEN, DMRC, PTC 13F-HR 16 Nov 2020, 16:05
Q2 2020 29 $119,974,000 +$7,289,884 -$4,585,350 +$2,704,534 TRUP, XPO, SGEN, TPL, PTC 13F-HR 14 Aug 2020, 16:12
Q1 2020 28 $84,419,000 +$10,364,742 -$73,061 +$10,291,681 SGEN, XPO, TRUP, ESGR, GOOG 13F-HR 15 May 2020, 16:05
Q4 2019 27 $102,787,000 +$15,535,388 -$4,804,878 +$10,730,510 XPO, TRUP, DMRC, TPL, VNRX 13F-HR 14 Feb 2020, 16:06
Q3 2019 27 $84,995,000 +$1,092,057 -$4,188,337 -$3,096,280 VNRX, DMRC, XPO, ESGR, TPL 13F-HR 14 Nov 2019, 16:04
Q2 2019 25 $86,274,000 +$4,191,952 -$2,232,366 +$1,959,586 DMRC, TRUP, PTC, TPL, XPO 13F-HR 14 Aug 2019, 16:04
Q1 2019 25 $78,632,000 +$5,474,148 -$3,109,031 +$2,365,117 PTC, DMRC, TRUP, TPL, UBNT 13F-HR 15 May 2019, 16:05
Q4 2018 29 $59,955,000 +$3,072,252 -$148,764,145 -$145,691,893 PTC, TRUP, ESGR, UBNT, SGEN 13F-HR 14 Feb 2019, 16:06
Q3 2018 35 $239,178,000 +$11,398,796 -$35,275,890 -$23,877,094 TRUP, REGN, SFIX, CLX, GOOG 13F-HR 14 Nov 2018, 16:04
Q2 2018 37 $240,672,000 +$26,926,420 -$70,914,070 -$43,987,650 TRUP, REGN, TSLA, GOOG, XEC 13F-HR 14 Aug 2018, 16:02
Q1 2018 38 $264,972,000 +$48,165,196 -$37,182,670 +$10,982,526 TRUP, REGN, RNR, GOOG, NVO 13F-HR 15 May 2018, 16:05
Q4 2017 42 $262,577,000 +$22,208,689 -$45,092,090 -$22,883,401 DMRC, REGN, XEC, NVO, GOOG 13F-HR 14 Feb 2018, 16:39
Q3 2017 42 $276,679,000 +$39,528,271 -$27,840,491 +$11,687,780 DMRC, REGN, UBNT, XEC, NVO 13F-HR 14 Nov 2017, 17:05
Q2 2017 39 $261,790,000 +$41,438,811 -$52,816,825 -$11,378,014 DMRC, REGN, UBNT, GOOG, SGEN 13F-HR 14 Aug 2017, 16:42
Q1 2017 36 $257,675,000 +$1,542,225 -$39,208,969 -$37,666,744 RNR, REGN, SGEN, PTC, UBNT 13F-HR 15 May 2017, 16:35
Q4 2016 40 $291,194,000 +$5,350,628 -$13,610,722 -$8,260,094 RNR, SGEN, REGN, UBNT, PTC 13F-HR 24 Jan 2017, 15:38
Q3 2016 29 $332,520,000 +$33,191,018 -$4,892,868 +$28,298,150 SGEN, REGN, RNR, DMRC, PTC 13F-HR 14 Nov 2016, 17:40
Q2 2016 28 $268,185,000 +$7,540,563 -$33,331,542 -$25,790,979 NVO, REGN, RNR, SGEN, DMRC 13F-HR 15 Aug 2016, 16:09
Q1 2016 30 $305,476,000 +$35,890,027 -$66,460,592 -$30,570,565 NVO, REGN, RNR, ALXN, SGEN 13F-HR 16 May 2016, 16:21
Q4 2015 33 $346,049,000 +$15,123,050 -$8,342,715 +$6,780,335 REGN, NVO, ALXN, SGEN, RNR 13F-HR 27 Jan 2016, 16:11
Q3 2015 32 $342,607,000 +$63,442,318 -$61,562,900 +$1,879,418 REGN, NVO, ALXN, SGEN, RNR 13F-HR 16 Nov 2015, 16:08
Q2 2015 32 $381,562,000 +$27,281,808 -$32,557,168 -$5,275,360 REGN, NVO, SGEN, ALXN, MACK 13F-HR 14 Aug 2015, 16:03
Q1 2015 34 $373,791,000 +$15,710,253 -$22,622,904 -$6,912,651 REGN, NVO, ALXN, BRKA, MACK 13F-HR 15 May 2015, 16:07
Q4 2014 48 $374,654,000 $0 $0 $0 REGN, ALXN, BRKA, NVO, MON 13F-HR 17 Feb 2015, 16:03