StockDriftsStockDriftsTop 50 Night Squared Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | 3.31% | 70.9K | $22.6M | +128.59%(+39.88K) | $278.82(+49.73%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.23% | 65.0K | $22.0M | +175.83%(+41.42K) | $310.29(+30.32%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 3.03% | 64.4K | $20.6M | new | $328.29(-8.59%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.76% | 90.1K | $18.8M | +176.17%(+57.49K) | $217.34(+21.53%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.68% | 104.5K | $18.2M | +811.43%(+93.02K) | $179.55(+25.49%) | 2026-03-31 | |
| GWW | WW GRAINGER INC | 2.67% | 16.7K | $18.2M | new | $1049.93(+21.20%) | 2026-03-31 | |
| MO | ALTRIA GROUP INC | 2.6% | 268.6K | $17.7M | new | $61.82(+18.22%) | 2026-03-31 | |
| APD | AIR PRODUCTS AND CHEMICALS I | 2.54% | 59.5K | $17.3M | new | $273.21(+8.11%) | 2026-03-31 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 2.44% | 84.0K | $16.6M | new | $226.76(+6.91%) | 2026-03-31 | |
| DASH | DOORDASH INC | 2.43% | 110.1K | $16.5M | +569.66%(+93.66K) | $190.13(-16.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.06% | +44.53% |
| Top 20 Holdings Unweighted | +12.61% | +42.80% |
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