StockDriftsStockDriftsTop 38 Lightrock Netherlands B.V. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CBT | BRUNSWICK CORP | 6.56% | 422.3K | $30.7M | -7.75%(-35.50K) | $77.74(+11.08%) | 2026-03-31 | |
| WTFC | WINTRUST FINANCIAL CORP | 5.35% | 180.4K | $25.1M | -0.62%(-1.13K) | $117.79(+36.85%) | 2026-03-31 | |
| SPSC | SPS COMM INC | 5.25% | 441.7K | $24.6M | +432.79%(+358.77K) | $76.95(-23.24%) | 2026-03-31 | |
| GMED | GLOBUS MEDICAL INC - A | 4.74% | 257.2K | $22.2M | +0.72%(+1.84K) | $72.82(+10.03%) | 2026-03-31 | |
| TROX | TRONOX HOLDINGS PLC | 4.41% | 2.11M | $20.6M | -30.82%(-940.49K) | $7.73(-19.69%) | 2026-03-31 | |
| WFG | WEST FRASER TIMBER CO LTD | 4.28% | 306.7K | $20.1M | -4.24%(-13.58K) | $74.09(-6.01%) | 2026-03-31 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 4.18% | 170.5K | $19.6M | -35.03%(-91.93K) | $85.94(+31.68%) | 2026-03-31 | |
| FSLR | FIRST SOLAR INC | 4.03% | 607.5K | $18.9M | -8.83%(-58.80K) | $238.66(-5.90%) | 2026-03-31 | |
| JBL | JABIL INC | 3.62% | 63.8K | $17.0M | -4.24%(-2.83K) | $163.38(+108.90%) | 2026-03-31 | |
| RNR | SALLY BEAUTY HOLDINGS INC | 3.49% | 1.18M | $16.3M | +15.81%(+160.91K) | $270.27(+20.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.05% | +100.29% |
| Top 20 Holdings Unweighted | +16.05% | +56.27% |
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