StockDriftsStockDriftsTop 8 SW Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UI | UBIQUITI INC | 24.98% | 142.5K | $112.6M | +1.79%(+2.50K) | $218.70(+140.23%) | 2026-03-31 | |
| SKYW | SKYWEST INC | 18.34% | 900.0K | $82.6M | +0.00%(+0) | $70.87(+36.69%) | 2026-03-31 | |
| GRMN | GARMIN LTD | 14.15% | 275.0K | $63.8M | +5.77%(+15.00K) | $195.96(+22.48%) | 2026-03-31 | |
| EXPD | EXPEDITORS INTL WASH INC | 12.71% | 400.0K | $57.3M | new | $146.12(+14.68%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 9.84% | 600.0K | $44.4M | +4.35%(+25.00K) | $43.91(+78.62%) | 2026-03-31 | |
| AMKR | AMKOR TECHNOLOGY INC | 8.99% | 900.0K | $40.5M | -35.71%(-500.00K) | $22.09(+215.27%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 5.52% | 170.0K | $24.9M | +4.29%(+7.00K) | $118.46(+9.15%) | 2026-03-31 | |
| PSN | PARSONS CORP DEL | 5.47% | 455.0K | $24.6M | +0.00%(+0) | $65.72(-14.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.26% | +82.74% |
| Top 20 Holdings Unweighted | +15.53% | +54.19% |
Sign up free to track SW Investment Management LLC, compare funds side by side, and get alerts the moment positions change.