StockDriftsStockDriftsTop 2 Mishpacha Holdings CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 66.98% | 137.5K | $146.4M | +8.69%(+10.99K) | $374.31(+141.75%) | 2026-09-30 | |
| SNDK | SANDISK CORPORATION | 7.29% | 9.2K | $15.9M | +99.43%(+4.57K) | $1714.13(-20.01%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +86.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +88.16% |
Mishpacha Holdings CORP reports $218.57M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are MU (67.0%) and SNDK (7.3%). The top 20 holdings account for 74.27% of reported assets. Its disclosed equity book has returned +86.04% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mishpacha Holdings CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111655). View Mishpacha Holdings CORP’s 13F filings on SEC