StockDriftsStockDriftsTop 34 Sassicaia Capital Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 22.84% | 47.1K | $20.3M | +423.56%(+38.12K) | $391.44(-3.40%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 17.15% | 87.3K | $15.2M | +783.52%(+77.41K) | $178.78(+8.97%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 12.86% | 33.8K | $11.4M | +1251.60%(+31.29K) | $305.32(+219.52%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 12.53% | 17.5K | $11.1M | new | $436.36(+299.90%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.68% | 7.2K | $4.2M | -44.19%(-5.70K) | $575.91(+23.73%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 3.65% | 32.7K | $3.2M | new | $92.02(+166.58%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.91% | 15.2K | $2.6M | new | $145.00(-5.46%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.73% | 11.7K | $2.4M | new | $179.65(-5.82%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.37% | 7.3K | $2.1M | +265.40%(+5.31K) | $267.14(+34.72%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.87% | 2.9K | $1.7M | +45.00%(+900) | $373.41(+56.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.22% | +101.10% |
| Top 20 Holdings Unweighted | +1.26% | +3.82% |
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