StockDriftsStockDriftsTop 8 Valliance Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 27.46% | 47.6K | $33.5M | +138.20%(+27.64K) | $341.72(+113.14%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 24.14% | 46.3K | $29.4M | -7.34%(-3.67K) | $162.03(+976.99%) | 2026-03-31 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 18.74% | 130.2K | $22.8M | new | $146.45(+49.57%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. | 14.56% | 171.1K | $17.8M | new | $93.73(+135.94%) | 2026-03-31 | |
| AXTI | AXT INC | 5.26% | 112.6K | $6.4M | new | $36.66(+54.43%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 3.52% | 12.7K | $4.3M | -74.60%(-37.30K) | $214.86(+354.04%) | 2026-03-31 | |
| GLW | CORNING INC | 3.34% | 29.9K | $4.1M | new | $111.76(+76.07%) | 2026-03-31 | |
| PPLT | ABRDN PLATINUM ETF TRUST | 2.97% | 20.3K | $3.6M | new | $182.33(-91.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.00% | +100.06% |
| Top 20 Holdings Unweighted | +24.96% | +95.13% |
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