StockDriftsStockDriftsTop 10 Ma Investment Partnership LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 30.55% | 100.0K | $63.5M | +0.00%(+0) | $174.79(+705.31%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 16.77% | 200.0K | $34.9M | new | $180.45(+24.87%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 12.05% | 100.0K | $25.1M | +0.00%(+0) | $156.43(+137.12%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 9.78% | 100.0K | $20.3M | -33.33%(-50.00K) | $187.97(+125.62%) | 2026-03-31 | |
| VIAV | VIAVI SOLUTIONS INC | 8% | 500.0K | $16.6M | +150.00%(+300.00K) | $21.43(+139.97%) | 2026-03-31 | |
| BE | BLOOM ENERGY CORP | 6.51% | 100.0K | $13.5M | +0.00%(+0) | $85.73(+221.88%) | 2026-03-31 | |
| RDDT | REDDIT INC | 6.47% | 100.0K | $13.5M | new | $182.26(-13.22%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 6.03% | 100.0K | $12.5M | -33.33%(-50.00K) | $162.65(-18.48%) | 2026-03-31 | |
| LMND | LEMONADE INC | 3.01% | 100.0K | $6.3M | +0.00%(+0) | $62.35(-17.65%) | 2026-03-31 | |
| SOGP | SOUND GROUP INC | 0.81% | 100.0K | $1.7M | +0.00%(+0) | $15.24(-2.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.55% | +38.82% |
| Top 20 Holdings Unweighted | +12.02% | +40.56% |
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