StockDriftsStockDriftsTop 30 Markin Volterra Fund LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.15% | 5.6K | $981K | +1.85%(+102) | $186.43(+20.86%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 7.03% | 1.2K | $754K | +17.19%(+174) | $213.17(+560.34%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 6.56% | 2.8K | $703K | +15.53%(+377) | $163.14(+127.38%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 6.1% | 930 | $654K | -28.19%(-365) | $265.65(+265.41%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 5.35% | 2.1K | $573K | -13.20%(-322) | $146.17(+229.80%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 4.89% | 1.6K | $524K | -13.59%(-244) | $226.37(+281.69%) | 2026-03-31 | |
| COHR | COHERENT CORP | 4.08% | 1.8K | $437K | -3.37%(-64) | $146.15(+161.69%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 3.75% | 1.9K | $401K | -14.21%(-311) | $152.54(+86.65%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 3.56% | 1.1K | $381K | -11.79%(-149) | $230.86(+89.12%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.09% | 2.3K | $331K | -29.14%(-932) | $180.08(-25.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +34.32% | +142.35% |
| Top 20 Holdings Unweighted | +41.23% | +181.72% |
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