StockDriftsStockDriftsTop 50 Convergence Investment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.12% | 109.2K | $19.0M | +20.93%(+18.91K) | $104.00(+87.34%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.19% | 43.2K | $13.4M | +38.87%(+12.09K) | $181.72(+98.35%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.92% | 40.7K | $11.7M | +24.09%(+7.90K) | $174.26(+106.54%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.87% | 39.9K | $11.4M | +29.41%(+9.06K) | $218.92(+62.70%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.79% | 52.5K | $10.9M | +81.35%(+23.56K) | $181.49(+33.71%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 1.78% | 50.9K | $10.9M | +29.60%(+11.62K) | $114.44(+207.08%) | 2026-03-31 | |
| T | AT&T INC | 1.54% | 324.8K | $9.4M | +33.12%(+80.83K) | $22.66(-9.17%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.46% | 24.1K | $8.9M | +25.60%(+4.92K) | $319.56(+22.20%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 1.38% | 25.0K | $8.4M | -26.96%(-9.22K) | $221.47(+340.48%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.36% | 32.8K | $8.3M | +2.44%(+783) | $168.17(+83.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.61% | +66.88% |
| Top 20 Holdings Unweighted | +19.43% | +70.34% |
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