StockDriftsStockDriftsTop 42 Diker Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STE | STERIS PLC | 50.8% | 257.6K | $57.0M | +0.06%(+144) | $198.22(+7.01%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 6.27% | 10.0K | $7.0M | -50.00%(-10.00K) | $95.51(+916.35%) | 2026-03-31 | |
| COHR | COHERENT CORP | 4.25% | 20.0K | $4.8M | -50.00%(-20.00K) | $85.87(+345.39%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. | 3.7% | 40.0K | $4.2M | +0.00%(+0) | $66.93(+230.41%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.63% | 20.0K | $4.1M | +0.00%(+0) | $187.97(+125.62%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 3.17% | 30.0K | $3.6M | +50.00%(+10.00K) | $110.05(-8.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.96% | 13.1K | $3.3M | -34.37%(-6.86K) | $95.17(+215.47%) | 2026-03-31 | |
| AMKR | AMKOR TECHNOLOGY INC | 2.41% | 60.0K | $2.7M | new | $42.25(+66.49%) | 2026-03-31 | |
| CLS | CELESTICA INC | 2.01% | 8.0K | $2.3M | +33.33%(+2.00K) | $275.41(+30.19%) | 2026-03-31 | |
| SN | SHARKNINJA INC | 1.89% | 20.0K | $2.1M | +0.00%(+0) | $91.50(+15.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.64% | +54.65% |
| Top 20 Holdings Unweighted | +17.02% | +60.26% |
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