StockDriftsStockDriftsTop 26 Berry Street Capital Management Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | 13.03% | 500.0K | $44.3M | new | — | 2023-09-30 | |
| SGEN | SEAGEN INC | 12.85% | 206.3K | $43.8M | -38.89%(-131.25K) | — | 2023-09-30 | |
| ATVI | ACTIVISION BLIZZARD INC | 12.38% | 450.0K | $42.1M | -40.98%(-312.50K) | — | 2023-09-30 | |
| VMW | VMWARE INC | 9.48% | 193.8K | $32.3M | -73.28%(-531.25K) | — | 2023-09-30 | |
| CPRI | CAPRI HOLDINGS LIMITED | 8.5% | 550.0K | $28.9M | new | — | 2023-09-30 | |
| ACI | ALBERTSONS COS INC | 7.6% | 1.14M | $25.9M | +13.75%(+137.50K) | — | 2023-09-30 | |
| X | UNITED STATES STL CORP NEW | 5.96% | 625.0K | $20.3M | new | — | 2023-09-30 | |
| QQQ | INVESCO QQQ TR | 5.26% | 50.0K | $17.9M | new | — | 2023-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 3.14% | 25.0K | $10.7M | -81.82%(-112.50K) | — | 2023-09-30 | |
| HZNP | HORIZON THERAPEUTICS PUB L | 2.97% | 87.5K | $10.1M | -82.72%(-418.75K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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