StockDriftsStockDriftsTop 42 Park West Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 7.24% | 285.0K | $82.0M | -19.03%(-67.00K) | $198.33(+100.06%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.83% | 371.0K | $77.3M | +23.30%(+70.10K) | $189.79(+39.17%) | 2026-03-31 | |
| FLEX | FLEXTRONICS INTL LTD | 5.73% | 991.5K | $64.9M | +0.97%(+9.50K) | $37.90(+263.72%) | 2026-03-31 | |
| MKSI | MKS INC. | 5.06% | 249.2K | $57.3M | -10.54%(-29.37K) | $135.28(+124.11%) | 2026-03-31 | |
| HQY | HEALTHEQUITY INC | 4.6% | 623.2K | $52.1M | new | $87.59(-6.19%) | 2026-03-31 | |
| PRMB | PRIMO BRANDS CORPORATION | 4.52% | 2.71M | $51.1M | +117.19%(+1.46M) | $21.40(+8.33%) | 2026-03-31 | |
| BKD | BROOKDALE SR LIVING INC | 4.32% | 3.58M | $48.9M | +398.83%(+2.86M) | $11.71(+11.33%) | 2026-03-31 | |
| PRCH | PORCH GROUP INC | 3.23% | 5.10M | $36.5M | +0.93%(+47.19K) | $11.70(-15.93%) | 2026-03-31 | |
| CCOI | COGENT COMM HOLDINGS INC | 3.22% | 1.94M | $36.5M | +37.34%(+526.11K) | $30.15(-45.35%) | 2026-03-31 | |
| OPLN | OPENLANE INC | 3.21% | 1.25M | $36.3M | new | $29.47(+18.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.70% | +39.36% |
| Top 20 Holdings Unweighted | +12.19% | +41.19% |
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