0001905083-23-000002.txt : 20230417
0001905083-23-000002.hdr.sgml : 20230417
20230417092054
ACCESSION NUMBER: 0001905083-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230417
DATE AS OF CHANGE: 20230417
EFFECTIVENESS DATE: 20230417
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Connective Portfolio Management, LLC
CENTRAL INDEX KEY: 0001905083
IRS NUMBER: 472447468
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21628
FILM NUMBER: 23823024
BUSINESS ADDRESS:
STREET 1: 630 THIRD AVENUE
STREET 2: 21ST FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10017
BUSINESS PHONE: 212-332-7932
MAIL ADDRESS:
STREET 1: 630 THIRD AVENUE
STREET 2: 21ST FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10017
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001905083
XXXXXXXX
03-31-2023
03-31-2023
Connective Portfolio Management, LLC
630 THIRD AVENUE
21ST FLOOR
NEW YORK
NY
10017
13F HOLDINGS REPORT
028-21628
000297755
801-113747
N
Jared Schneid
Consultant
860-434-5775
Jared Schneid
Old Lyme
CT
04-17-2023
0
30
31547649
false
INFORMATION TABLE
2
connective_1q2023.inftbl.xml
AMAZON COM INC
COM
023135106
BBG001S5PQL7
225000
2180
SH
SOLE
2180
0
0
ARGENX SE
SPONSORED ADR
04016X101
BBG00GHB88Y8
375830
1015
SH
SOLE
1015
0
0
ARISTA NETWORKS INC
COM
040413106
BBG001T51KQ0
1299920
8000
SH
SOLE
8000
0
0
ASCENDIS PHARMA A/S
SPONSORED ADR
04351P101
BBG007R7VP72
217120
2000
SH
SOLE
2000
0
0
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
2408250
3800
SH
SOLE
3800
0
0
CHART INDS INC
COM
16115Q308
BBG001SQV7W4
816000
6510
SH
SOLE
6510
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
BBG001SP50B3
957000
560
SH
SOLE
560
0
0
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
916664
1865
SH
SOLE
1865
0
0
FIRST SOLAR INC
COM
336433107
BBG001S991Z7
1066600
5000
SH
SOLE
5000
0
0
GILEAD SCIENCES INC
COM
375558103
BBG001S6Y1X7
977000
11770
SH
SOLE
11770
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
BBG001SJB7J7
726880
11000
SH
SOLE
11000
0
0
HESS CORP
COM
42809H107
BBG001S5NHS2
949000
7170
SH
SOLE
7170
0
0
ICICI BANK LIMITED
ADR
45104G104
BBG001SCD3Z1
882840
42000
SH
SOLE
42000
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
BBG001SJK6D5
1239000
33152
SH
SOLE
33152
0
0
ISHARES TR
ISHS 5-10YR INVT
464288638
BBG001SSD849
680000
13255
SH
SOLE
13255
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
BBG001SK77D5
1719780
39320
SH
SOLE
39320
0
0
ISHARES TR
US AER DEF ETF
464288760
BBG001SC08P5
1155800
10100
SH
SOLE
10100
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
BBG001SKNNS6
412000
1135
SH
SOLE
1135
0
0
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
1143120
5500
SH
SOLE
5500
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
2659390
9279
SH
SOLE
9279
0
0
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
1436745
5195
SH
SOLE
5195
0
0
ORACLE CORP
COM
68389X105
BBG001S5SJG6
1086120
12000
SH
SOLE
12000
0
0
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
588000
3955
SH
SOLE
3955
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
BBG001S6PX49
555000
675
SH
SOLE
675
0
0
SALESFORCE INC
COM
79466L302
BBG001SDLP09
2251600
11365
SH
SOLE
11365
0
0
SAREPTA THERAPEUTICS INC
COM
803607100
BBG001S6KJC6
408090
3000
SH
SOLE
3000
0
0
SNOWFLAKE INC
CL A
833445109
BBG007DHGNK2
852660
6000
SH
SOLE
6000
0
0
SPDR GOLD TR
GOLD SHS
78463V107
BBG001SCPX28
1079000
5890
SH
SOLE
5890
0
0
SPDR SER TR
PORTFOLIO SH TSR
78468R101
BBG0029J2KF1
873000
29880
SH
SOLE
29880
0
0
TESLA INC
COM
88160R101
BBG001SQKGD7
1590240
8135
SH
SOLE
8135
0
0