0001905083-23-000003.txt : 20230717
0001905083-23-000003.hdr.sgml : 20230717
20230717143712
ACCESSION NUMBER: 0001905083-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230717
DATE AS OF CHANGE: 20230717
EFFECTIVENESS DATE: 20230717
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: 231091378
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
06-30-2023
06-30-2023
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
07-17-2023
0
43
40347000
false
INFORMATION TABLE
2
connective_2q2023.inftbl.xml
AMAZON COM INC
COM
023135106
BBG001S5PQL7
284000
2180
SH
SOLE
2180
0
0
APPLIED MATLS INC
COM
038222105
BBG001S5NMM7
655000
4500
SH
SOLE
4500
0
0
BOSTON PROPERTIES INC
COM
101121101
BBG001S9TWV1
993000
17000
SH
SOLE
17000
0
0
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
964000
1100
SH
SOLE
1100
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
BBG001SP50B3
1091000
510
SH
SOLE
510
0
0
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
1009000
1865
SH
SOLE
1865
0
0
DATADOG INC
CL A COM
23804L103
BBG003NJHZW5
983000
10000
SH
SOLE
10000
0
0
DRAFTKINGS INC NEW
COM CL A
26142V105
BBG0134WCMB3
788000
30000
SH
SOLE
30000
0
0
EQUITY RESIDENTIAL
SH BEN INT
29476L107
BBG001S723L9
1017000
15300
SH
SOLE
15300
0
0
FEDEX CORP
COM
31428X106
BBG001S5R3M5
1238000
5000
SH
SOLE
5000
0
0
GILEAD SCIENCES INC
COM
375558103
BBG001S6Y1X7
873000
11325
SH
SOLE
11325
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
BBG001SJB7J7
779000
11000
SH
SOLE
11000
0
0
HESS CORP
COM
42809H107
BBG001S5NHS2
942000
6930
SH
SOLE
6930
0
0
ICICI BANK LIMITED
ADR
45104G104
BBG001SCD3Z1
982000
42000
SH
SOLE
42000
0
0
IMMUNOGEN INC
COM
45253H101
BBG001S6CTN1
1469000
78000
SH
SOLE
78000
0
0
INTEL CORP
COM
458140100
BBG001S5SF65
1009000
30000
SH
SOLE
30000
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
BBG001SJK6D5
1166000
32029
SH
SOLE
32029
0
0
ISHARES TR
ISHS 5-10YR INVT
464288638
BBG001SSD849
626000
12375
SH
SOLE
12375
0
0
ISHARES TR
MSCI CHINA ETF
46429B671
BBG001S56D46
1137000
25000
SH
SOLE
25000
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
BBG001SK77D5
851000
21520
SH
SOLE
21520
0
0
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
1771000
12080
SH
SOLE
12080
0
0
LATTICE SEMICONDUCTOR CORP
COM
518415104
BBG001S6C0G2
745000
7750
SH
SOLE
7750
0
0
LILLY ELI & CO
COM
532457108
BBG001S5STL8
1154000
2500
SH
SOLE
2500
0
0
MARVELL TECHNOLOGY INC
COM
573874104
BBG00ZXBJ162
483000
8085
SH
SOLE
8085
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
BBG001SKNNS6
446000
1135
SH
SOLE
1135
0
0
MICRON TECHNOLOGY INC
COM
595112103
BBG001S6P675
639000
10000
SH
SOLE
10000
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
1816000
5334
SH
SOLE
5334
0
0
MONGODB INC
CL A
60937P106
BBG0022FDRZ7
494000
1200
SH
SOLE
1200
0
0
MONOLITHIC PWR SYS INC
COM
609839105
BBG001SDRGP6
380000
700
SH
SOLE
700
0
0
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
2711000
6400
SH
SOLE
6400
0
0
ORACLE CORP
COM
68389X105
BBG001S5SJG6
897000
7535
SH
SOLE
7535
0
0
PDD HOLDINGS INC
SPONSORED ADS
722304102
BBG00LBLDFH8
356000
5000
SH
SOLE
5000
0
0
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
571000
3760
SH
SOLE
3760
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
BBG001S6PX49
453000
630
SH
SOLE
630
0
0
SALESFORCE INC
COM
79466L302
BBG001SDLP09
1092000
5170
SH
SOLE
5170
0
0
SAREPTA THERAPEUTICS INC
COM
803607100
BBG001S6KJC6
454000
4000
SH
SOLE
4000
0
0
SERVICENOW INC
COM
81762P102
BBG001T4JFC0
507000
900
SH
SOLE
900
0
0
SPDR GOLD TR
GOLD SHS
78463V107
BBG001SCPX28
1010000
5665
SH
SOLE
5665
0
0
SPDR SER TR
PORTFOLIO SH TSR
78468R101
BBG0029J2KF1
789000
27415
SH
SOLE
27415
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
BBG001S5WWW4
995000
9660
SH
SOLE
9660
0
0
TESLA INC
COM
88160R101
BBG001SQKGD7
2274000
8135
SH
SOLE
8135
0
0
TWIST BIOSCIENCE CORP
COM
90184D100
BBG006KDCHK2
635000
32000
SH
SOLE
32000
0
0
UBER TECHNOLOGIES INC
COM
90353T100
BBG002B04MW4
819000
19000
SH
SOLE
19000
0
0