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