StockDriftsStockDriftsTop 50 Connective Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 17.06% | 35.8K | $20.7M | +9.48%(+3.10K) | $529.08(+36.05%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 8.9% | 23.4K | $10.8M | +0.00%(+0) | $396.14(+8.06%) | 2026-03-31 | |
| QLD | PROSHARES TR | 5.33% | 105.9K | $6.5M | +0.00%(+0) | $28.64(+227.91%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.39% | 14.4K | $5.3M | +0.00%(+0) | $243.86(+67.89%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.06% | 19.4K | $4.9M | +0.00%(+0) | $134.06(+122.44%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 3.92% | 29.6K | $4.8M | new | $180.93(+31.66%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 3.81% | 38.9K | $4.6M | new | $139.80(-30.31%) | 2026-03-31 | |
| DASH | DOORDASH INC | 3.73% | 30.1K | $4.5M | new | $202.07(-23.94%) | 2026-03-31 | |
| QCOM | QUALCOMM INC | 3.72% | 35.0K | $4.5M | new | $149.92(+33.46%) | 2026-03-31 | |
| MPWR | MONOLITHIC PWR SYS INC | 3.71% | 4.1K | $4.5M | new | $927.18(+74.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.43% | +106.92% |
| Top 20 Holdings Unweighted | +24.14% | +91.30% |
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