StockDriftsStockDriftsTop 21 Central Asset Investments & Management Holdings (HK) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 23.47% | 39.7K | $25.2M | -24.76%(-13.08K) | $125.34(+1292.17%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 18.5% | 73.6K | $19.9M | -45.00%(-60.19K) | $125.59(+329.19%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 16.01% | 51.0K | $17.2M | -39.12%(-32.76K) | $211.37(+361.54%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 14.6% | 40.1K | $15.7M | -54.56%(-48.14K) | $222.18(+269.14%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.15% | 32.3K | $10.9M | -26.24%(-11.49K) | $211.06(+105.70%) | 2026-03-31 | |
| VG | VENTURE GLOBAL INC | 3.63% | 248.0K | $3.9M | new | $11.29(+15.23%) | 2026-03-31 | |
| LNG | CHENIERE ENERGY INC | 2.31% | 8.8K | $2.5M | new | $239.08(+2.88%) | 2026-03-31 | |
| IBN | ICICI BANK LIMITED | 1.56% | 65.0K | $1.7M | new | $27.85(+5.89%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 1.36% | 11.7K | $1.5M | -65.04%(-21.73K) | $138.80(-30.73%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.33% | 8.2K | $1.4M | -83.11%(-40.22K) | $129.14(+50.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +33.56% | +138.25% |
| Top 20 Holdings Unweighted | +34.25% | +141.96% |
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