Connective Portfolio Management, LLC RKLB — ROCKET LAB USA INC

Ownership history in Connective Portfolio Management, LLC  ·  5 quarters on record

AI Ownership Summary

Connective Portfolio Management, LLC reported ROCKET LAB USA INC (RKLB) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.68% in 2025 Q2. The latest visible filing shows RKLB at 2.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RKLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Connective Portfolio Management, LLC's position in ROCKET LAB USA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RKLB was reported at 2.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.68% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RKLB stock page Connective Portfolio Management, LLC fund profile Connective Portfolio Management, LLC full holdings
How Connective Portfolio Management, LLC held RKLB — position size vs. price
% of Fund (quarterly)    RKLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 16,000 — 0% 2.78% $1.0M 2026-04-16 $82.93
2025 Q4 REDUCED 44.8% -7.9% ✅ 16,000 -13,000 -44.8% 2.01% $1.1M 2026-01-12 $87.90
2025 Q3 REDUCED 39.6% +46.4% ❌ 29,000 -19,000 -39.6% 2.41% $1.4M 2025-10-16 $67.00
2025 Q2 ADDED — — — 48,000 +25,000 +108.7% 3.68% $1.7M 2025-07-09 $39.14
2024 Q4 INITIATED — — — 23,000 — — 0.87% $586K 2025-01-14 $24.16

🏢 Other funds also holding RKLB

As of 2026 Q1 — sorted by position size

Once Capital Management, LLC 3Y 10.62% Firsthand Capital Management, Inc. 3Y 7Y 8.22% MORGENS WATERFALL VINTIADIS & CO INC 3Y 7Y 7.91% Defiance ETFs, LLC 5.18% TB Alternative Assets Ltd. 3Y 7Y 4.79% UNICOM Systems, Inc. 4.33% Science & Technology Partners, L.P. 3.99% Darden Wealth Group Inc 3.78% Spear Advisors LLC 3.74% Bayesian Capital Management, LP 3Y 7Y 3.18%

FAQ About Connective Portfolio Management, LLC and RKLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Connective Portfolio Management, LLC reported owning RKLB?

Connective Portfolio Management, LLC reported RKLB across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RKLB position in Connective Portfolio Management, LLC's portfolio?

The largest reported portfolio weight for RKLB was 3.68% in 2025 Q2.

What is the latest reported RKLB position on this page?

The most recent filing on this page is 2026 Q1, when Connective Portfolio Management, LLC reported 16,000 shares, equal to 2.78% of portfolio, with an estimated market value of $1.0M.

What does the chart on this RKLB ownership page compare?

The chart compares Connective Portfolio Management, LLC's quarterly RKLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Connective Portfolio Management, LLC time their RKLB position?

Based on 13F filing dates vs. subsequent RKLB price moves, Connective Portfolio Management, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on RKLB relative to SPY over the holding period was +128.2%.

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