StockDriftsStockDriftsTop 50 G2 Investment Partners Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DAVE | DAVE INC | 5.14% | 119.8K | $20.9M | -9.67%(-12.83K) | $73.50(+220.80%) | 2026-03-31 | |
| VIAV | VIAVI SOLUTIONS INC | 4.7% | 574.0K | $19.1M | -30.43%(-251.01K) | $13.16(+290.90%) | 2026-03-31 | |
| AEIS | ADVANCED ENERGY INDS | 4.64% | 58.4K | $18.9M | -29.40%(-24.33K) | $163.73(+97.56%) | 2026-03-31 | |
| DY | DYCOM INDS INC | 3.82% | 45.8K | $15.5M | +26.62%(+9.63K) | $319.78(+36.77%) | 2026-03-31 | |
| MOD | MODINE MFG CO | 3.72% | 69.8K | $15.1M | -18.92%(-16.29K) | $112.03(+142.13%) | 2026-03-31 | |
| XMTR | XOMETRY INC | 3.68% | 365.9K | $14.9M | +65.06%(+144.24K) | $54.28(+58.65%) | 2026-03-31 | |
| TTMI | TTM TECHNOLOGIES INC | 3.02% | 126.0K | $12.3M | +3.70%(+4.50K) | $34.12(+390.45%) | 2026-03-31 | |
| UCTT | ULTRA CLEAN HLDGS INC | 2.77% | 180.9K | $11.3M | new | $43.76(+96.41%) | 2026-03-31 | |
| SEZL | SEZZLE INC | 2.61% | 167.4K | $10.6M | -3.22%(-5.56K) | $43.13(+128.67%) | 2026-03-31 | |
| STRL | STERLING INFRASTRUCTURE INC | 2.57% | 25.7K | $10.4M | -3.15%(-835) | $133.42(+536.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +38.87% | +167.80% |
| Top 20 Holdings Unweighted | +32.77% | +134.05% |
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