# EDGAR Filing Document

**Accession Number:** 0001905083
**File Stem:** 0001905083-26-000001
**Filing Date:** 2026-1
**Character Count:** 7913
**Document Hash:** 2174c5f8845839418d9552e9a340e79c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001905083-26-000001.hdr.sgml**: 20260112

**ACCESSION NUMBER**: 0001905083-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260112

**DATE AS OF CHANGE**: 20260112

**EFFECTIVENESS DATE**: 20260112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Connective Portfolio Management, LLC
- **CENTRAL INDEX KEY:** 0001905083

**ORGANIZATION NAME:**
- **EIN:** 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:** 26526256

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Connective Portfolio Management LLC<br>**Address:** 630 THIRD AVENUE<br>21ST FLOOR<br>NEW YORK, NY 10017

**Form 13F File Number:** 028-21628

**CRD Number (if applicable):** 000297755

**SEC File Number (if applicable):** 801-113747

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Philippe Comby<br>**Title:** President Managing Member<br>**Phone:** 212.332.7925

**Signature, Place, and Date of Signing:**

Philippe Comby  New York, NY  01-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 38

**Form 13F Information Table Value Total:** $55497531

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 3161300 | 10100 | SH |  | SOLE |  | 0 | 0 | 10100 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 1772527 | 6520 | SH |  | SOLE |  | 0 | 0 | 6520 |
| BLACKROCK INC | COM | 09290D101 | BBG01PSW2WR0 | 1177374 | 1100 | SH |  | SOLE |  | 0 | 0 | 1100 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 1486500 | 4295 | SH |  | SOLE |  | 0 | 0 | 4295 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 572870 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 1127682 | 7399 | SH |  | SOLE |  | 0 | 0 | 7399 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | BBG001SP50B3 | 476375 | 12875 | SH |  | SOLE |  | 0 | 0 | 12875 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 | BBG01T61V3Q7 | 237900 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| CITIGROUP INC | COM NEW | 172967424 | BBG001S72ZG4 | 1538558 | 13185 | SH |  | SOLE |  | 0 | 0 | 13185 |
| ECHOSTAR CORP | CL A | 278768106 | BBG001T048Z5 | 1087000 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| GENERAL MTRS CO | COM | 37045V100 | BBG001SM1DK6 | 1301120 | 16000 | SH |  | SOLE |  | 0 | 0 | 16000 |
| GUARDANT HEALTH INC | COM | 40131M109 | BBG006D97VZ8 | 714980 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 1882823 | 51025 | SH |  | SOLE |  | 0 | 0 | 51025 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 5034894 | 62029 | SH |  | SOLE |  | 0 | 0 | 62029 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | BBG003HC3DG9 | 739420 | 11000 | SH |  | SOLE |  | 0 | 0 | 11000 |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | BBG001SFN5N1 | 953100 | 30000 | SH |  | SOLE |  | 0 | 0 | 30000 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 2523499 | 46125 | SH |  | SOLE |  | 0 | 0 | 46125 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 2410206 | 7480 | SH |  | SOLE |  | 0 | 0 | 7480 |
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | BBG00TTGH6N2 | 271750 | 12500 | SH |  | SOLE |  | 0 | 0 | 12500 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 705037 | 1235 | SH |  | SOLE |  | 0 | 0 | 1235 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 2429707 | 5024 | SH |  | SOLE |  | 0 | 0 | 5024 |
| NATERA INC | COM | 632307104 | BBG001V0FSF8 | 778906 | 3400 | SH |  | SOLE |  | 0 | 0 | 3400 |
| NOKIA CORP | SPONSORED ADR | 654902204 | BBG001SCPCG9 | 1067550 | 165000 | SH |  | SOLE |  | 0 | 0 | 165000 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 3072588 | 16475 | SH |  | SOLE |  | 0 | 0 | 16475 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | BBG001T53796 | 892305 | 5020 | SH |  | SOLE |  | 0 | 0 | 5020 |
| PLANET LABS PBC | COM CL A | 72703X106 | BBG00ZCV3Q27 | 1577600 | 80000 | SH |  | SOLE |  | 0 | 0 | 80000 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 538846 | 3760 | SH |  | SOLE |  | 0 | 0 | 3760 |
| QUANTA SVCS INC | COM | 74762E102 | BBG001S5VH85 | 550788 | 1305 | SH |  | SOLE |  | 0 | 0 | 1305 |
| ROCKET COS INC | COM CL A | 77311W101 | BBG00VY1MZN4 | 503360 | 26000 | SH |  | SOLE |  | 0 | 0 | 26000 |
| ROCKET LAB CORP | COM | 773121108 | BBG01V7JN489 | 1116160 | 16000 | SH |  | SOLE |  | 0 | 0 | 16000 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | BBG0113JGQG9 | 771092 | 2800 | SH |  | SOLE |  | 0 | 0 | 2800 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | BBG001S7SCQ6 | 2012400 | 13000 | SH |  | SOLE |  | 0 | 0 | 13000 |
| SHELL PLC | SPON ADS | 780259305 | BBG0147BN6H1 | 2218729 | 30195 | SH |  | SOLE |  | 0 | 0 | 30195 |
| SNOWFLAKE INC | COM SHS | 833445109 | BBG007DHGNK2 | 614208 | 2800 | SH |  | SOLE |  | 0 | 0 | 2800 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 3751074 | 9465 | SH |  | SOLE |  | 0 | 0 | 9465 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | BBG001T66XM9 | 2806700 | 85000 | SH |  | SOLE |  | 0 | 0 | 85000 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 759253 | 2300 | SH |  | SOLE |  | 0 | 0 | 2300 |
| WESTERN DIGITAL CORP | COM | 958102105 | BBG001S5XD28 | 861350 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |

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