StockDriftsStockDriftsTop 42 Science & Technology Partners L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 6.94% | 37.7K | $26.5M | +121.88%(+20.72K) | $413.98(+134.48%) | 2026-03-31 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 6.39% | 86.4K | $24.4M | new | $242.78(+43.76%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 6.08% | 108.7K | $23.2M | -6.93%(-8.10K) | $96.20(+195.95%) | 2026-03-31 | |
| NET | CLOUDFLARE INC | 5.76% | 106.5K | $22.0M | new | $202.54(-2.46%) | 2026-03-31 | |
| COHR | COHERENT CORP | 5.51% | 88.2K | $21.0M | -29.73%(-37.34K) | $108.25(+253.31%) | 2026-03-31 | |
| BE | BLOOM ENERGY CORP | 5.39% | 151.8K | $20.6M | +0.35%(+526) | $65.31(+322.51%) | 2026-03-31 | |
| NTRA | NATERA INC | 5.22% | 99.7K | $19.9M | +25.84%(+20.48K) | $162.74(+14.52%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.75% | 53.7K | $18.1M | +20.40%(+9.10K) | $249.75(+61.90%) | 2026-03-31 | |
| PL | PLANET LABS PBC | 4.23% | 577.8K | $16.2M | -39.19%(-372.36K) | $16.35(+154.56%) | 2026-03-31 | |
| CAMT | CAMTEK LTD | 4.2% | 105.7K | $16.0M | new | $128.98(+30.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.64% | +42.92% |
| Top 20 Holdings Unweighted | +16.78% | +59.27% |
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