StockDriftsStockDriftsTop 50 Slt Holdings LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.71% | 70.6K | $16.1M | -3.38%(-2.47K) | $135.35(+60.39%) | 2026-09-30 | |
| AAPL | APPLE INC | 7.49% | 37.3K | $12.4M | -4.35%(-1.70K) | $237.16(+44.60%) | 2026-09-30 | |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 4.55% | 116.9K | $7.6M | +0.00%(+0) | $63.10(+0.07%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.42% | 14.3K | $7.3M | +21.47%(+2.53K) | $431.09(+23.76%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 4.28% | 77.4K | $7.1M | +0.87%(+667) | $91.61(-0.05%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.34% | 22.3K | $5.6M | +3.70%(+795) | $208.28(+26.01%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.74% | 13.0K | $4.6M | +2.54%(+321) | $219.23(+52.62%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 2.54% | 15.9K | $4.2M | -12.54%(-2.28K) | $336.04(-32.12%) | 2026-09-30 | |
| ASML | ASML HLDG NV | 2.33% | 2.1K | $3.9M | +4.93%(+100) | $856.79(+92.24%) | 2026-09-30 | |
| QBTS | D-WAVE QUANTUM INC | 1.8% | 180.0K | $3.0M | -3.33%(-6.20K) | $8.94(+32.26%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.24% |
Slt Holdings LLC reports $171.08M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.7%), AAPL (7.5%) and GBTC (4.5%). The top 20 holdings account for 56.59% of reported assets. Its disclosed equity book has returned +25.21% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Slt Holdings LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052222). View Slt Holdings LLC’s 13F filings on SEC