StockDriftsStockDriftsTop 50 Whalerock Point Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 10.54% | 313.1K | $54.6M | -0.80%(-2.52K) | $15.64(+1340.86%) | 2026-03-31 | |
| AAPL | Apple Inc | 6.77% | 138.2K | $35.1M | -0.03%(-48) | $118.94(+152.42%) | 2026-03-31 | |
| GOOGL | Alphabet Inc class A | 6.65% | 119.9K | $34.5M | +1.59%(+1.87K) | $81.25(+388.36%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 4.47% | 62.6K | $23.2M | +3.28%(+1.99K) | $245.07(+72.16%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 3.23% | 80.3K | $16.7M | +2.13%(+1.67K) | $146.44(+80.38%) | 2026-03-31 | |
| V | Visa Inc | 3% | 51.5K | $15.6M | +1.15%(+585) | $193.21(+68.60%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co | 2.99% | 52.6K | $15.5M | -0.15%(-80) | $124.47(+139.27%) | 2026-03-31 | |
| COST | Costco Wholesale Corp | 2.52% | 13.1K | $13.1M | -0.15%(-20) | $369.29(+184.04%) | 2026-03-31 | |
| META | Meta Platforms Inc. Class A | 2.47% | 22.3K | $12.8M | +4.94%(+1.05K) | $431.91(+42.21%) | 2026-03-31 | |
| IVV | iShares Core S&P 500 ETF | 2.14% | 17.0K | $11.1M | +6.47%(+1.03K) | $416.25(+78.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.11% | +77.62% |
| Top 20 Holdings Unweighted | +16.44% | +57.85% |
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