StockDriftsStockDriftsTop 50 3Chopt Investment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 12.16% | 94.2K | $64.7M | +2.74%(+2.51K) | $412.50(+72.77%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 6.32% | 110.9K | $33.6M | +10.70%(+10.72K) | $201.54(+53.05%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.06% | 161.1K | $32.2M | +5.43%(+8.30K) | $43.50(+419.70%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.14% | 76.1K | $22.0M | +7.83%(+5.53K) | $179.12(+70.49%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.28% | 49.5K | $17.5M | +3.55%(+1.70K) | $121.57(+181.85%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.23% | 31.8K | $11.9M | +18.19%(+4.89K) | $350.27(+38.77%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.97% | 27.7K | $10.5M | +2.74%(+741) | $74.23(+430.45%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.65% | 17.6K | $8.8M | +3.55%(+602) | $308.79(+62.36%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 1.41% | 17.3K | $7.5M | +3.58%(+598) | $92.00(+266.73%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.35% | 12.8K | $7.2M | +2.78%(+345) | $397.92(+45.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.65% | +84.52% | — | — | +95.07% |
| Top 20 Holdings Unweighted | +22.79% | +85.16% | — | — | +90.36% |
3Chopt Investment Partners, LLC reports $532.10M in US-listed equity holdings across 274 positions in its most recent 13F filing. Its largest disclosed positions are VOO (12.2%), VB (6.3%) and NVDA (6.1%). The top 20 holdings account for 52.22% of reported assets. Its disclosed equity book has returned +84.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 3Chopt Investment Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1978521). View 3Chopt Investment Partners, LLC’s 13F filings on SEC