StockDriftsStockDriftsTop 15 PSquared Asset Management AG Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WBD | WARNER BROS DISCOVERY INC | 15.89% | 1.66M | $45.7M | +7.94%(+122.29K) | $24.47(+10.85%) | 2026-03-31 | |
| IHS | IHS HOLDING LIMITED | 12.44% | 4.34M | $35.7M | new | $7.84(+4.78%) | 2026-03-31 | |
| SLSR | SOLARIS RES INC | 12.27% | 4.08M | $35.3M | +3.06%(+121.30K) | $3.43(+210.99%) | 2026-03-31 | |
| HOLX | HOLOGIC INC | 10.68% | 405.9K | $30.7M | new | $71.60(+6.16%) | 2026-03-31 | |
| NSC | NORFOLK SOUTHN CORP | 9.62% | 96.4K | $27.7M | +4.69%(+4.32K) | $294.26(+7.94%) | 2026-03-31 | |
| GTLS | CHART INDS INC | 8.45% | 117.4K | $24.3M | +6.10%(+6.75K) | $203.38(+1.92%) | 2026-03-31 | |
| AAUC | ALLIED GOLD CORP | 7.97% | 740.0K | $22.9M | new | $26.96(+8.79%) | 2026-03-31 | |
| FOLD | AMICUS THERAPEUTICS INC | 5.54% | 1.10M | $15.9M | +4.88%(+51.23K) | $11.21(+29.22%) | 2026-03-31 | |
| PEN | PENUMBRA INC | 4.89% | 42.8K | $14.0M | new | $319.64(+1.04%) | 2026-03-31 | |
| RVMD | REVOLUTION MEDICINES INC | 4.68% | 138.3K | $13.4M | new | $88.45(+68.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.66% | +71.36% |
| Top 20 Holdings Unweighted | +19.50% | +70.66% |
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