StockDriftsStockDriftsTop 16 Rex Advisers, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RCAT | RED CAT HLDGS INC | 37.95% | 496.7K | $6.5M | new | $10.51(-0.76%) | 2026-03-31 | |
| FLY | FIREFLY AEROSPACE INC | 4.89% | 29.4K | $837K | new | $25.42(+24.00%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 4.51% | 1.1K | $773K | new | $535.68(+85.66%) | 2026-03-31 | |
| AFRM | AFFIRM HLDGS INC | 4.47% | 16.7K | $765K | new | $60.13(+11.12%) | 2026-03-31 | |
| FSLY | FASTLY INC | 4.38% | 25.8K | $750K | new | $19.62(+64.93%) | 2026-03-31 | |
| LMND | LEMONADE INC | 4.24% | 11.6K | $727K | new | $66.93(-14.58%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. | 4.24% | 7.0K | $726K | new | $93.73(+87.68%) | 2026-03-31 | |
| UPST | UPSTART HLDGS INC | 4.24% | 28.3K | $726K | new | $34.69(-10.15%) | 2026-03-31 | |
| APLD | APPLIED DIGITAL CORP | 4.13% | 29.8K | $707K | new | $24.13(+65.27%) | 2026-03-31 | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 4.08% | 13.7K | $699K | new | $39.95(+11.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.94% | +47.92% |
| Top 20 Holdings Unweighted | +14.38% | +49.65% |
Sign up free to track Rex Advisers, Llc, compare funds side by side, and get alerts the moment positions change.