StockDriftsStockDriftsTop 22 Kultura Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 13.43% | 51.2K | $14.7M | +53.75%(+17.90K) | $285.82(+38.82%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.36% | 30.4K | $10.3M | +38.85%(+8.50K) | $299.80(+34.87%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.6% | 47.8K | $8.3M | -18.98%(-11.20K) | $186.54(+20.79%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 7.03% | 5.8K | $7.7M | new | $1195.34(+25.64%) | 2026-03-31 | |
| META | META PLATFORMS INC | 6.91% | 13.3K | $7.6M | -12.77%(-1.94K) | $697.24(-11.90%) | 2026-03-31 | |
| HOOD | ROBINHOOD MKTS INC | 5.62% | 88.9K | $6.2M | +0.00%(+0) | $128.14(-39.80%) | 2026-03-31 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 5.57% | 34.8K | $6.1M | -38.95%(-22.20K) | $94.86(+188.83%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 5.19% | 8.1K | $5.7M | +26.56%(+1.70K) | $322.32(+201.16%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 5.03% | 13.9K | $5.5M | -23.43%(-4.24K) | $696.18(-28.04%) | 2026-03-31 | |
| CIEN | CIENA CORP | 4.35% | 12.3K | $4.8M | -39.41%(-8.00K) | $189.77(+192.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.83% | -40.38% |
| Top 20 Holdings Unweighted | +12.34% | +41.79% |
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