StockDriftsStockDriftsTop 50 Lmr Partners Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.12% | 1.02M | $663.9M | -2.27%(-23.60K) | $672.50(+10.40%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.74% | 457.9K | $297.8M | +158.13%(+280.53K) | $669.10(+10.47%) | 2026-03-31 | |
| WBD | WARNER BROS DISCOVERY INC | 1.72% | 6.81M | $187.0M | +52.34%(+2.34M) | $24.94(+8.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.62% | 1.01M | $175.5M | -43.85%(-785.76K) | $165.81(+35.89%) | 2026-03-31 | |
| BP | BP PLC | 1.56% | 3.61M | $169.6M | -3.56%(-133.07K) | $35.75(+24.05%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 1.5% | 483.0K | $163.2M | +47.73%(+156.05K) | $217.94(+296.45%) | 2026-03-31 | |
| SATS | ECHOSTAR CORP | 1.26% | 1.17M | $137.1M | -3.77%(-45.84K) | $39.83(+244.53%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.2% | 420.6K | $130.2M | -10.46%(-49.15K) | $256.51(+65.76%) | 2026-03-31 | |
| NSC | NORFOLK SOUTHN CORP | 1.15% | 434.8K | $124.8M | +41.12%(+126.70K) | $285.42(+10.70%) | 2026-03-31 | |
| PEN | PENUMBRA INC | 0.89% | 295.7K | $97.1M | new | $318.71(+1.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.17% | +69.22% |
| Top 20 Holdings Unweighted | +21.73% | +80.38% |
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