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Jason A. Ozone

Lagoda Investment Management, L.p.

Assets Managed
$162.161M
Holdings
25
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-6.09%(2Q avg: -4.19%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lagoda Investment Management, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Lagoda Investment Management, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 162.161M in assets, with a quarterly growth rate of -6.09% and a 2-quarter average growth rate of -4.19%. The portfolio is managed by Jason A. Ozone, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TPL
Texas Pacific Land Corp
Recent Activity
Decreased -17.26%
25.24%
$40.919M
86,225 shares@ $474.56 avg price
NTRA
Natera Inc
Recent Activity
Decreased -18.77%
7.95%
$12.89M
64,455 shares@ $199.99 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -18.95%
6.61%
$10.711M
37,340 shares@ $286.86 avg price
XPO
Xpo Inc
Recent Activity
Decreased -27.61%
5.97%
$9.669M
49,700 shares@ $194.55 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -13.35%
5.72%
$9.262M
27,405 shares@ $337.96 avg price
TMDX
Transmedics Group Inc
Recent Activity
Decreased -13.61%
5.55%
$9M
90,530 shares@ $99.41 avg price
STXS
Stereotaxis Inc
Recent Activity
Decreased -10.5%
4.94%
$8.005M
4.35M shares@ $1.84 avg price
UI
Ubiquiti Inc
Recent Activity
Decreased -24.23%
4.37%
$7.077M
8,955 shares@ $790.3 avg price
RNR
Renaissancere Holdings Ltd
Recent Activity
Decreased -13.71%
4.15%
$6.723M
22,620 shares@ $297.24 avg price
GXO
Gxo Logistics Inc
Recent Activity
Decreased -13.3%
4.14%
$6.702M
129,260 shares@ $51.85 avg price

1-10 of 25