StockDriftsStockDriftsTop 50 Berkshire Capital Holdings Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 9.97% | 158.5K | $27.6M | -59.55%(-233.36K) | $95.30(+147.38%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 9.02% | 74.0K | $25.0M | -27.55%(-28.13K) | $225.21(+85.48%) | 2026-03-31 | |
| LITE | Lumentum Holdings Inc. | 8.1% | 31.9K | $22.5M | +319400.00%(+31.94K) | $535.59(+87.05%) | 2026-03-31 | |
| COHR | Coherent Corp. | 6.56% | 76.3K | $18.2M | +762900.00%(+76.29K) | $211.37(+91.58%) | 2026-03-31 | |
| GEV | GE Vernova Inc. | 5.99% | 19.0K | $16.6M | -17.20%(-3.95K) | $634.14(+71.97%) | 2026-03-31 | |
| VRT | Vertiv Holdings Co | 4.9% | 54.2K | $13.6M | +8.67%(+4.32K) | $160.40(+134.55%) | 2026-03-31 | |
| PLTR | Palantir Technologies, Inc. Class A | 4.84% | 91.7K | $13.4M | +22.77%(+17.01K) | $76.80(+74.13%) | 2026-03-31 | |
| ARM | Arm Holdings plc | 4.39% | 80.5K | $12.2M | +804400.00%(+80.44K) | $130.29(+75.38%) | 2026-03-31 | |
| FSLY | Fastly, Inc. | 4.23% | 403.8K | $11.7M | new | $19.62(-9.89%) | 2026-03-31 | |
| GLW | Corning Inc. Glass Works | 4.2% | 85.7K | $11.7M | +856800.00%(+85.68K) | $111.76(+86.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +47.44% | +220.52% |
| Top 20 Holdings Unweighted | +44.49% | +201.63% |
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