StockDriftsStockDriftsTop 50 Oak Grove Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 14.36% | 479.6K | $83.6M | +10.26%(+44.64K) | $79.12(+197.95%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 12.91% | 222.5K | $75.2M | +1.95%(+4.26K) | $109.84(+686.62%) | 2026-03-31 | |
| COHR | COHERENT CORP | 5.5% | 134.4K | $32.0M | +85.41%(+61.91K) | $120.96(+234.77%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.22% | 85.4K | $24.6M | +2.88%(+2.39K) | $171.16(+134.32%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 3.92% | 563.8K | $22.8M | +26.87%(+119.40K) | $29.84(+59.29%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 3.84% | 232.3K | $22.3M | +6.52%(+14.22K) | $108.36(-19.77%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. | 3.63% | 203.8K | $21.1M | +10.31%(+19.05K) | $76.97(+187.32%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.35% | 19.6K | $19.5M | +0.90%(+175) | $598.11(+74.09%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.23% | 20.4K | $18.8M | +0.35%(+71) | $498.78(+101.83%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 2.99% | 69.6K | $17.4M | -12.68%(-10.10K) | $93.15(+303.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +41.55% | +183.63% |
| Top 20 Holdings Unweighted | +40.50% | +177.35% |
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