StockDriftsStockDriftsTop 17 Rovida Investment Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NBIS | NEBIUS GROUP N.V. | 24.62% | 1.89M | $196.3M | +3.55%(+65.00K) | $49.67(+345.20%) | 2026-03-31 | |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 15.68% | 1.77M | $125.0M | +0.00%(+0) | $24.84(+122.83%) | 2026-03-31 | |
| BA | BOEING CO | 15.4% | 617.0K | $122.8M | +0.00%(+0) | $169.48(+33.64%) | 2026-03-31 | |
| NTB | BANK OF NT BUTTERFIELD&SON L | 11.8% | 1.79M | $94.1M | +0.00%(+0) | $37.36(+59.70%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 8.28% | 378.9K | $66.0M | +0.00%(+0) | $172.29(+13.09%) | 2026-03-31 | |
| FCX | FREEPORT MCMORAN INC | 6.41% | 870.0K | $51.1M | new | $54.78(+11.29%) | 2026-03-31 | |
| GLXY | GALAXY DIGITAL INC. | 3.96% | 1.71M | $31.6M | -5.52%(-100.00K) | $22.92(+7.27%) | 2026-03-31 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 2.52% | 300.0K | $20.1M | +0.00%(+0) | $39.50(+131.19%) | 2026-03-31 | |
| ASPI | ASP ISOTOPES INC | 2.27% | 4.10M | $18.1M | +0.00%(+0) | $6.66(-15.48%) | 2026-03-31 | |
| V | VISA INC | 1.89% | 50.0K | $15.1M | +233.33%(+35.00K) | $332.35(+8.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.31% | +96.75% |
| Top 20 Holdings Unweighted | +12.38% | +41.93% |
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