StockDriftsStockDriftsTop 28 Goldstream Capital Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 7.33% | 7.0K | $4.9M | -33.03%(-3.45K) | $265.65(+265.41%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.25% | 14.4K | $4.9M | -61.34%(-22.83K) | $257.91(+56.78%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.21% | 23.9K | $4.2M | -88.19%(-178.56K) | $65.16(+245.80%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 5.57% | 5.9K | $3.7M | -9.59%(-624) | $174.79(+705.31%) | 2026-03-31 | |
| CIEN | CIENA CORP | 5.34% | 9.2K | $3.6M | -29.29%(-3.83K) | $189.77(+192.17%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 5.16% | 10.1K | $3.5M | new | $299.39(+45.84%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.14% | 12.0K | $3.5M | -84.59%(-66.01K) | $183.02(+114.91%) | 2026-03-31 | |
| COHR | COHERENT CORP | 5.11% | 14.4K | $3.4M | new | $211.39(+80.92%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 4.86% | 3.7K | $3.3M | -15.22%(-671) | $634.24(+65.43%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 4.83% | 12.9K | $3.2M | -21.87%(-3.62K) | $101.33(+266.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.91% | +124.36% |
| Top 20 Holdings Unweighted | +24.19% | +91.55% |
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