StockDriftsStockDriftsTop 48 Nwi Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 21.7% | 614.7K | $354.8M | -6.18%(-40.50K) | $500.83(+42.28%) | 2026-03-31 | |
| INSM | INSMED INC | 10.14% | 1.01M | $165.8M | +2.58%(+25.54K) | $93.12(+19.85%) | 2026-03-31 | |
| NTRA | NATERA INC | 9.33% | 762.6K | $152.5M | +0.00%(+0) | $126.63(+120.58%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 5.45% | 6.20M | $89.1M | +181.70%(+4.00M) | $14.81(-8.09%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.55% | 201.1K | $74.4M | +36.71%(+54.00K) | $441.50(-11.55%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 4.5% | 757.5K | $73.5M | +7.68%(+54.00K) | $919.38(+32.04%) | 2026-03-31 | |
| EWZ | ISHARES INC | 4.37% | 1.86M | $71.4M | new | $35.08(-1.85%) | 2026-03-31 | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 3.8% | 2.06M | $62.2M | +0.00%(+0) | $18.62(+86.03%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.16% | 153.0K | $51.7M | +0.00%(+0) | $291.59(+48.89%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.15% | 90.0K | $51.5M | +150.00%(+54.00K) | $578.96(+0.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +35.73% | +150.04% |
| Top 20 Holdings Unweighted | +31.43% | +127.02% |
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