StockDriftsStockDriftsTop 43 Harvest Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EA | ELECTRONIC ARTS INC | 19.95% | 183.9K | $37.5M | -3.77%(-7.20K) | $200.49(+0.07%) | 2026-03-31 | |
| NSC | NORFOLK SOUTHN CORP | 11.09% | 72.6K | $20.8M | -7.28%(-5.70K) | $280.68(+12.57%) | 2026-03-31 | |
| JHG | JANUS HENDERSON GROUP PLC | 8.47% | 310.0K | $15.9M | new | $49.47(+4.55%) | 2026-03-31 | |
| TERN | TERNS PHARMACEUTICALS INC | 7.22% | 257.5K | $13.6M | new | $46.56(+13.72%) | 2026-03-31 | |
| WBD | WARNER BROS DISCOVERY INC | 6.68% | 457.3K | $12.6M | -23.89%(-143.54K) | $22.30(+21.00%) | 2026-03-31 | |
| HOLX | HOLOGIC INC | 6.57% | 163.3K | $12.3M | -14.05%(-26.70K) | $70.62(+7.63%) | 2026-03-31 | |
| SEE | SEALED AIR CORP NEW | 6.02% | 269.1K | $11.3M | +167.76%(+168.60K) | $40.49(+4.10%) | 2026-03-31 | |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 5.66% | 450.0K | $10.6M | new | $23.89(+1.95%) | 2026-03-31 | |
| PEN | PENUMBRA INC | 3.14% | 18.0K | $5.9M | new | $319.64(+0.84%) | 2026-03-31 | |
| ACLX | ARCELLX INC | 3.05% | 50.0K | $5.7M | new | $90.01(+27.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.41% | +38.30% |
| Top 20 Holdings Unweighted | +3.06% | +9.47% |
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