StockDriftsStockDriftsTop 24 Telligent Fund, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | 9.32% | 10.0K | $8.7M | +0.00%(+0) | $359.03(+203.75%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 9.26% | 28.0K | $8.7M | +7.69%(+2.00K) | $236.75(+85.76%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 8.94% | 48.0K | $8.4M | +9.09%(+4.00K) | $139.65(+68.81%) | 2026-03-31 | |
| GOOG | ALPHABET INC-CL C | 7.35% | 24.0K | $6.9M | +20.00%(+4.00K) | $220.58(+80.06%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO-A | 6.69% | 25.0K | $6.3M | +0.00%(+0) | $115.35(+226.18%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 6.48% | 6.6K | $6.1M | +0.00%(+0) | $828.97(+21.44%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES | 5.52% | 12.0K | $5.2M | +0.00%(+0) | $294.44(+45.09%) | 2026-03-31 | |
| APH | AMPHENOL CORP-CL A | 5.4% | 40.0K | $5.1M | +5.26%(+2.00K) | $90.79(+42.30%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 4.33% | 12.0K | $4.1M | new | $93.94(+819.80%) | 2026-03-31 | |
| INTC | INTEL CORP | 4.15% | 88.0K | $3.9M | +0.00%(+0) | $21.38(+442.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.68% | +21.42% |
| Top 20 Holdings Unweighted | +7.54% | +24.35% |
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