StockDriftsStockDriftsTop 28 Occam Crest Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TGTX | TG THERAPEUTICS INC | 11.92% | 577.0K | $19.2M | +43.68%(+175.41K) | $34.68(+13.91%) | 2026-03-31 | |
| PGEN | PRECIGEN INC | 10.27% | 4.27M | $16.5M | +21.91%(+767.31K) | $2.92(+51.62%) | 2026-03-31 | |
| FTAI | FTAI AVIATION LTD | 9.9% | 65.0K | $15.9M | -5.11%(-3.50K) | $143.04(+66.37%) | 2026-03-31 | |
| NESR | NATIONAL ENERGY SERVICES REU | 8.99% | 673.5K | $14.5M | -36.44%(-386.14K) | $8.14(+212.78%) | 2026-03-31 | |
| FOUR | SHIFT4 PMTS INC | 5.94% | 218.3K | $9.5M | +129.84%(+123.34K) | $66.63(-36.94%) | 2026-03-31 | |
| SANM | SANMINA CORP | 4.92% | 61.0K | $7.9M | +205.00%(+41.00K) | $137.47(+71.19%) | 2026-03-31 | |
| NXT | NEXTPOWER INC | 4.5% | 60.0K | $7.2M | +20.00%(+10.00K) | $72.15(+99.98%) | 2026-03-31 | |
| LYFT | LYFT INC | 4.1% | 495.7K | $6.6M | +21.29%(+87.00K) | $18.44(-29.65%) | 2026-03-31 | |
| GEL | GENESIS ENERGY L P | 3.68% | 332.0K | $5.9M | -5.68%(-20.00K) | $16.97(-5.19%) | 2026-03-31 | |
| AXSM | AXSOME THERAPEUTICS INC. | 3.64% | 34.6K | $5.9M | -1.10%(-386) | $115.16(+97.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.21% | -30.00% |
| Top 20 Holdings Unweighted | -6.51% | -18.29% |
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