StockDriftsStockDriftsTop 50 Shellback Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPR | TAPESTRY INC | 5.45% | 271.5K | $38.3M | -43.26%(-207.00K) | $38.65(+234.57%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 5.29% | 171.5K | $37.2M | -36.41%(-98.20K) | $137.22(+55.05%) | 2026-03-31 | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 5.19% | 174.4K | $36.5M | new | $225.95(+14.78%) | 2026-03-31 | |
| RL | RALPH LAUREN CORP | 4.43% | 90.5K | $31.1M | -41.77%(-64.91K) | $228.30(+43.15%) | 2026-03-31 | |
| VIK | VIKING HOLDINGS LTD | 3.92% | 375.0K | $27.6M | new | $46.08(+81.65%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 3.89% | 90.0K | $27.4M | +63.64%(+35.00K) | $255.12(+23.93%) | 2026-03-31 | |
| AS | AMER SPORTS INC | 3.89% | 830.0K | $27.3M | -16.16%(-160.00K) | $22.79(+44.10%) | 2026-03-31 | |
| COHR | COHERENT CORP | 2.96% | 87.2K | $20.8M | new | $211.39(+80.92%) | 2026-03-31 | |
| SN | SHARKNINJA INC | 2.94% | 195.0K | $20.7M | -61.33%(-309.26K) | $90.25(+17.04%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.9% | 100.0K | $20.3M | new | $208.79(+103.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.05% | +73.03% |
| Top 20 Holdings Unweighted | +15.61% | +54.51% |
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