StockDriftsStockDriftsTop 50 683 Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP | 6.35% | 375.0K | $68.4M | +11.94%(+40.00K) | $115.70(+61.77%) | 2026-03-31 | |
| CVNA | CARVANA CO | 4.52% | 155.0K | $48.7M | +3.33%(+5.00K) | $62.45(+7.56%) | 2026-03-31 | |
| PTGX | PROTAGONIST THERAPEUTICS INC | 3.47% | 355.0K | $37.4M | -6.74%(-25.67K) | $20.39(+401.07%) | 2026-03-31 | |
| WVE | WAVE LIFE SCIENCES LTD | 3.3% | 4.90M | $35.5M | +22.04%(+885.00K) | $4.84(+39.74%) | 2026-03-31 | |
| BDX | BECTON DICKINSON & CO | 3.28% | 225.0K | $35.4M | +150.00%(+135.00K) | $152.34(-5.82%) | 2026-03-31 | |
| KSPI | KASPI KZ JSC | 3.26% | 475.0K | $35.2M | +79.25%(+210.00K) | $78.22(+11.87%) | 2026-03-31 | |
| ANAB | ANAPTYSBIO INC | 3.22% | 625.0K | $34.7M | -3.56%(-23.09K) | $15.03(+320.04%) | 2026-03-31 | |
| HGV | HILTON GRAND VACATIONS INC | 2.81% | 775.0K | $30.3M | +4.03%(+30.00K) | $40.61(+10.47%) | 2026-03-31 | |
| GXO | GXO LOGISTICS INCORPORATED | 2.4% | 500.0K | $25.9M | -27.01%(-185.00K) | $47.25(+1.98%) | 2026-03-31 | |
| MOH | MOLINA HEALTHCARE INC | 1.98% | 160.0K | $21.3M | +18.52%(+25.00K) | $209.39(-11.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.39% | +92.47% |
| Top 20 Holdings Unweighted | +30.02% | +119.79% |
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