StockDriftsStockDriftsTop 50 Alight Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.36% | 145.0K | $25.3M | +45.00%(+45.00K) | $127.92(+52.31%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.01% | 95.0K | $24.1M | +280.00%(+70.00K) | $250.40(+23.25%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.65% | 109.7K | $22.8M | +9.70%(+9.70K) | $177.93(+36.39%) | 2026-03-31 | |
| FLEX | FLEXTRONICS INTL LTD | 4.9% | 257.5K | $16.9M | +296.11%(+192.47K) | $55.03(+148.68%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.93% | 40.0K | $13.5M | -20.00%(-10.00K) | $172.85(+151.18%) | 2026-03-31 | |
| INTC | INTEL CORP | 3.85% | 300.0K | $13.2M | +50.00%(+100.00K) | $33.36(+260.73%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 3.43% | 122.5K | $11.8M | +75.00%(+52.50K) | $83.56(-7.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.38% | 31.4K | $11.6M | -42.91%(-23.60K) | $367.50(+6.26%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.7% | 30.0K | $9.3M | +200.00%(+20.00K) | $304.74(+18.28%) | 2026-03-31 | |
| KLAC | KLA CORP | 2.57% | 6.0K | $8.8M | +20.00%(+1.00K) | $853.82(-72.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.60% | +93.42% |
| Top 20 Holdings Unweighted | +24.94% | +95.03% |
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