StockDriftsStockDriftsTop 50 Krs Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 25.07% | 234.5K | $40.9M | -0.03%(-63) | $27.13(+732.54%) | 2026-03-31 | |
| AAPL | APPLE INC | 10.34% | 66.4K | $16.9M | +0.01%(+6) | $161.08(+85.54%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.98% | 31.9K | $6.5M | +0.10%(+32) | $123.95(+259.42%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.08% | 16.2K | $5.0M | -0.02%(-4) | $87.66(+375.48%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.93% | 5.2K | $4.8M | -0.08%(-4) | $344.17(+195.13%) | 2026-03-31 | |
| FTNT | FORTINET INC | 2.3% | 46.0K | $3.8M | +0.00%(+0) | $65.33(+80.14%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 2.22% | 22.6K | $3.6M | +33.27%(+5.64K) | $112.71(+102.10%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.99% | 11.3K | $3.2M | +0.19%(+21) | $138.14(+191.45%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.98% | 5.6K | $3.2M | +0.12%(+7) | $341.98(+80.31%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 1.89% | 14.4K | $3.1M | -0.23%(-34) | $65.21(+353.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +31.93% | +129.63% |
| Top 20 Holdings Unweighted | +20.79% | +76.22% |
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