StockDriftsStockDriftsTop 2 Graticule Asia Macro Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 94.89% | 4.54M | $615.6M | -4.54%(-216.10K) | $54.24(+399.38%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.11% | 189.9K | $33.1M | +0.00%(+0) | $172.29(+13.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.43% | +1.30% |
| Top 20 Holdings Unweighted | -0.39% | -1.15% |
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