StockDriftsStockDriftsTop 13 13d Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TWLO | TWILIO INC | 11.85% | 60.8K | $7.6M | +0.00%(+0) | $58.98(+236.20%) | 2026-03-31 | |
| VSAT | VIASAT INC | 11.7% | 164.8K | $7.5M | -18.34%(-37.00K) | $21.95(+216.63%) | 2026-03-31 | |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 10.66% | 294.0K | $6.9M | new | $18.79(+37.36%) | 2026-03-31 | |
| PSO | PEARSON PLC | 9.33% | 458.3K | $6.0M | +0.00%(+0) | $9.14(+59.49%) | 2026-03-31 | |
| ALV | AUTOLIV INC | 9.1% | 55.8K | $5.9M | +0.00%(+0) | $94.75(+21.21%) | 2026-03-31 | |
| CRL | CHARLES RIV LABS INTL INC | 6.9% | 25.8K | $4.5M | -7.86%(-2.20K) | $153.64(-1.82%) | 2026-03-31 | |
| MRCY | MERCURY SYS INC | 6.83% | 60.5K | $4.4M | -41.73%(-43.30K) | $46.28(+98.84%) | 2026-03-31 | |
| EXEL | EXELIXIS INC | 6.74% | 101.3K | $4.3M | -15.79%(-19.00K) | $19.90(+151.97%) | 2026-03-31 | |
| ITGR | INTEGER HLDGS CORP | 6.41% | 47.0K | $4.1M | +0.00%(+0) | $90.88(-2.99%) | 2026-03-31 | |
| ETSY | ETSY INC | 5.57% | 71.8K | $3.6M | +0.00%(+0) | $69.30(-16.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.07% | +19.34% |
| Top 20 Holdings Unweighted | +5.27% | +16.65% |
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