StockDriftsStockDriftsTop 36 Lotus Technology Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 28.42% | 20.0K | $7.7M | new | $371.76(+49.65%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 9.69% | 12.1K | $2.6M | new | $198.39(+7.24%) | 2026-03-31 | |
| FIVE | FIVE BELOW INC | 5.19% | 6.1K | $1.4M | -64.73%(-11.27K) | $171.53(+24.55%) | 2026-03-31 | |
| TPR | TAPESTRY INC | 4.43% | 8.5K | $1.2M | -79.53%(-32.95K) | $120.49(+7.32%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 3.93% | 4.2K | $1.1M | new | $206.29(+79.81%) | 2026-03-31 | |
| URNM | SPROTT FDS TR | 2.95% | 12.6K | $798K | new | $59.02(+1.91%) | 2026-03-31 | |
| CITR | CITROTECH INC | 2.77% | 750.0K | $750K | new | $8.36(-18.49%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. | 2.69% | 7.0K | $726K | new | $93.73(+135.94%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 2.45% | 502 | $663K | new | $1195.34(+25.64%) | 2026-03-31 | |
| TGT | TARGET CORP | 2.23% | 5.0K | $603K | -76.59%(-16.27K) | $93.72(+29.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -32.32% | -68.99% |
| Top 20 Holdings Unweighted | -34.64% | -72.08% |
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