StockDriftsStockDriftsTop 50 Polar Capital Holdings PLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.99% | 11.81M | $2.06B | +21.79%(+2.11M) | $50.57(+285.27%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.88% | 2.87M | $889.3M | +5.76%(+156.41K) | $158.83(+126.94%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.03% | 3.41M | $692.8M | +23.42%(+646.25K) | $153.08(+238.27%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.62% | 1.05M | $600.2M | +19.61%(+171.96K) | $378.27(+54.10%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 2.43% | 877.0K | $557.2M | -30.85%(-391.20K) | $78.77(+2115.17%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 2.21% | 719.5K | $505.6M | -30.10%(-309.81K) | $73.86(+886.14%) | 2026-03-31 | |
| COHR | COHERENT CORP | 2.06% | 1.98M | $471.2M | +15.96%(+272.27K) | $137.66(+142.16%) | 2026-03-31 | |
| GLW | CORNING INC | 1.98% | 3.33M | $453.3M | +45.83%(+1.05M) | $75.34(+161.21%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.8% | 1.43M | $412.0M | -8.09%(-126.07K) | $180.67(+99.21%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 1.79% | 1.91M | $408.8M | -33.42%(-960.46K) | $101.01(+247.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +36.49% | +154.26% |
| Top 20 Holdings Unweighted | +40.06% | +174.78% |
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