StockDriftsStockDriftsTop 50 Persistent Asset Partners Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 5.64% | 20.7K | $14.5M | +264.60%(+15.00K) | $461.62(+57.78%) | 2026-03-31 | |
| AXTI | AXT INC | 5.17% | 233.6K | $13.3M | -24.07%(-74.05K) | $10.42(+443.38%) | 2026-03-31 | |
| INTC | INTEL CORP | 4.7% | 274.4K | $12.1M | +89.44%(+129.55K) | $36.64(+228.50%) | 2026-03-31 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 4.61% | 67.6K | $11.9M | new | $146.45(+49.57%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 3.52% | 14.3K | $9.1M | -20.87%(-3.77K) | $174.79(+898.34%) | 2026-03-31 | |
| GLW | CORNING INC | 3.12% | 59.1K | $8.0M | +1019.94%(+53.81K) | $109.36(+79.95%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.7% | 39.9K | $7.0M | +144.38%(+23.59K) | $178.80(+8.97%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.17% | 16.6K | $5.6M | +199.11%(+11.02K) | $283.12(+244.57%) | 2026-03-31 | |
| CIEN | CIENA CORP | 1.78% | 11.8K | $4.6M | new | $311.05(+35.82%) | 2026-03-31 | |
| VKTX | VIKING THERAPEUTICS INC | 1.68% | 133.1K | $4.3M | +47.01%(+42.55K) | $31.25(+19.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.86% | +119.00% |
| Top 20 Holdings Unweighted | +31.87% | +129.34% |
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