StockDriftsStockDriftsTop 50 Act Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KRYS | KRYSTAL BIOTECH INC | 12.28% | 60.5K | $15.6M | -0.04%(-23) | $211.53(+77.31%) | 2026-03-31 | |
| CVX | CHEVRON CORP | 12.2% | 75.0K | $15.5M | -4.46%(-3.50K) | $153.85(+9.98%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 9.33% | 70.0K | $11.9M | -15.15%(-12.50K) | $116.54(+17.63%) | 2026-03-31 | |
| CELC | CELCUITY INC | 8.22% | 91.7K | $10.5M | +44.56%(+28.26K) | $84.55(+27.68%) | 2026-03-31 | |
| TGTX | TG THERAPEUTICS INC | 6.5% | 249.0K | $8.3M | -7.38%(-19.85K) | $32.97(+61.70%) | 2026-03-31 | |
| ABVX | ABIVAX SA | 6.2% | 70.9K | $7.9M | +10.95%(+7.00K) | $111.18(+30.10%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 5.4% | 33.0K | $6.9M | +34.15%(+8.40K) | $223.76(+8.45%) | 2026-03-31 | |
| VKTX | VIKING THERAPEUTICS INC | 5.35% | 209.3K | $6.8M | +1.55%(+3.20K) | $30.78(+21.65%) | 2026-03-31 | |
| ARWR | ARROWHEAD PHARMACEUTICALS INC | 4.07% | 82.5K | $5.2M | +10.00%(+7.50K) | $51.72(+62.39%) | 2026-03-31 | |
| NKTR | NEKTAR THERAPEUTICS | 4.01% | 70.9K | $5.1M | +38.48%(+19.70K) | $51.68(+37.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -32.87% | -69.75% |
| Top 20 Holdings Unweighted | -35.35% | -72.98% |
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