StockDriftsStockDriftsTop 48 Silphium Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 46.84% | 206.9K | $123.6M | +37.95%(+56.92K) | $576.64(+18.34%) | 2026-03-31 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 7.5% | 202.7K | $19.8M | +13.49%(+24.10K) | $89.71(+27.13%) | 2026-03-31 | |
| URTH | ISHARES INC | 4.65% | 68.2K | $12.3M | new | $161.68(+24.71%) | 2026-03-31 | |
| FXI | ISHARES TR | 3.57% | 262.4K | $9.4M | +89.60%(+124.00K) | $36.03(+6.19%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 3.17% | 101.4K | $8.4M | +13.55%(+12.10K) | $81.86(+7.01%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.68% | 40.6K | $7.1M | -11.32%(-5.18K) | $88.83(+154.24%) | 2026-03-31 | |
| EWJ | ISHARES INC | 2.13% | 66.5K | $5.6M | -16.67%(-13.30K) | $79.11(+17.67%) | 2026-03-31 | |
| BBCA | J P MORGAN EXCHANGE TRADED F | 2.07% | 58.0K | $5.5M | +35.20%(+15.10K) | $91.00(+8.85%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.98% | 14.2K | $5.2M | -10.72%(-1.70K) | $370.90(+9.25%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.93% | 17.7K | $5.1M | -21.07%(-4.73K) | $181.37(+121.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.43% | +45.92% |
| Top 20 Holdings Unweighted | +12.07% | +40.75% |
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