- Added Positions: DMRC, XPO, VNRX, TPL, ESGR, COUP, GOOG,
- Reduced Positions: UBNT, SGEN, XON, RNR, MSFT, BF.B, NVO, GOOGL, BRK.B, Y,
- Sold Out: TDOC, KO, REGN, NAK,
For the details of Lagoda Investment Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/lagoda+investment+management%2C+l.p./current-portfolio/portfolio
These are the top 5 holdings of Lagoda Investment Management, L.P.- PTC Inc (PTC) - 94,513 shares, 11.08% of the total portfolio. Shares reduced by 0.02%
- Digimarc Corp (DMRC) - 277,206 shares, 11.06% of the total portfolio. Shares added by 22.56%
- Trupanion Inc (TRUP) - 241,973 shares, 10.07% of the total portfolio. Shares added by 0.49%
- Texas Pacific Land Trust (TPL) - 8,437 shares, 8.30% of the total portfolio. Shares added by 12.43%
- Ubiquiti Networks Inc (UBNT) - 43,368 shares, 8.26% of the total portfolio. Shares reduced by 16.62%
Lagoda Investment Management, L.P. added to a holding in Digimarc Corp by 22.56%. The purchase prices were between $14.5 and $34.22, with an estimated average price of $24.52. The stock is now traded at around $60.05. The impact to a portfolio due to this purchase was 2.04%. The holding were 277,206 shares as of .
Added: XPO Logistics Inc (XPO)Lagoda Investment Management, L.P. added to a holding in XPO Logistics Inc by 23.79%. The purchase prices were between $46.2 and $63.89, with an estimated average price of $55.6. The stock is now traded at around $58.36. The impact to a portfolio due to this purchase was 1.3%. The holding were 99,149 shares as of .
Sold Out: Teladoc Health Inc (TDOC)Lagoda Investment Management, L.P. sold out a holding in Teladoc Health Inc. The sale prices were between $46.23 and $69.99, with an estimated average price of $61.02.
Sold Out: Coca-Cola Co (KO)Lagoda Investment Management, L.P. sold out a holding in Coca-Cola Co. The sale prices were between $44.69 and $49.79, with an estimated average price of $46.77.
Sold Out: Regeneron Pharmaceuticals Inc (REGN)Lagoda Investment Management, L.P. sold out a holding in Regeneron Pharmaceuticals Inc. The sale prices were between $372.08 and $439.57, with an estimated average price of $411.49.
Sold Out: Northern Dynasty Minerals Ltd (NAK)Lagoda Investment Management, L.P. sold out a holding in Northern Dynasty Minerals Ltd. The sale prices were between $0.57 and $1.05, with an estimated average price of $0.78.
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