Lagoda Investment Management, L.P. - Q12026 Holdings

Lagoda Investment Management, L.P. holds 25 stocks with a total portfolio value of $ 162.16M as of Q12026. In Q12026, Lagoda Investment Management, L.P. added 3 new positions, increased stakes in 4 stocks, reduced 18 holdings, and fully exited 3 positions. The largest holding is Texas Pacific Land Corporati (TPL), representing 25.23% of the total portfolio.