StockDriftsStockDriftsTop 31 No Street Gp LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 8.41% | 1.75M | $125.9M | +25.00%(+350.00K) | $69.80(+6.63%) | 2026-03-31 | |
| GNRC | GENERAC HLDGS INC | 7.18% | 550.0K | $107.4M | +48.65%(+180.00K) | $156.46(+61.49%) | 2026-03-31 | |
| TWLO | TWILIO INC | 6.04% | 719.0K | $90.5M | -6.95%(-53.69K) | $73.48(+184.86%) | 2026-03-31 | |
| FICO | FAIR ISAAC CORP | 5.83% | 81.8K | $87.3M | +24.81%(+16.25K) | $1626.08(-21.85%) | 2026-03-31 | |
| CVNA | CARVANA CO | 5.82% | 277.0K | $87.1M | +15.66%(+37.50K) | $184.78(-62.87%) | 2026-03-31 | |
| DAR | DARLING INGREDIENTS INC | 5.78% | 1.40M | $86.6M | -26.32%(-500.00K) | $34.40(+64.31%) | 2026-03-31 | |
| TRMB | TRIMBLE INC | 4.9% | 1.13M | $73.4M | +66.67%(+450.00K) | $64.88(-18.25%) | 2026-03-31 | |
| CROX | CROCS INC | 4.85% | 875.0K | $72.6M | new | $88.22(+42.02%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 4.81% | 181.0K | $72.0M | +27.92%(+39.50K) | $142.05(+271.04%) | 2026-03-31 | |
| BEEP | MOBILE INFRASTRUCTURE CORP | 3.64% | 24.30M | $54.4M | +0.00%(+0) | $3.74(-59.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.84% | +99.28% |
| Top 20 Holdings Unweighted | +20.00% | +72.78% |
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