StockDriftsStockDriftsTop 50 Williamson Legacy Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 6.38% | 5.6K | $12.8M | -39.78%(-3.73K) | $185.69(+722.92%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 4.65% | 14.7K | $9.4M | -26.45%(-5.28K) | $147.21(+231.02%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | 4.55% | 9.5K | $9.2M | -19.77%(-2.34K) | $214.64(+329.27%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.34% | 7.6K | $8.7M | +13.51%(+901) | $294.81(+222.18%) | 2026-06-30 | |
| CIEN | CIENA CORP | 4.14% | 17.0K | $8.3M | +0.45%(+77) | $123.89(+257.39%) | 2026-06-30 | |
| LITE | LUMENTUM HOLDINGS INC INC | 3.98% | 9.4K | $8.0M | -17.14%(-1.93K) | $133.56(+559.19%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP CLASS A | 3.09% | 20.5K | $6.2M | +8.55%(+1.62K) | $75.02(+214.88%) | 2026-06-30 | |
| GLW | CORNING INC | 2.68% | 21.1K | $5.4M | +28.53%(+4.69K) | $104.61(+51.55%) | 2026-06-30 | |
| LRCX | LAM RESH CORP NEW | 2.65% | 12.3K | $5.3M | +38.94%(+3.45K) | $201.51(+67.24%) | 2026-06-30 | |
| DOCN | DIGITALOCEAN HOLDINGS INC | 2.53% | 32.5K | $5.1M | new | $117.67(+12.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +238.76% |
| Top 20 Holdings Unweighted | — | — | — | — | +208.35% |
Williamson Legacy Group LLC reports $201.42M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are SNDK (6.4%), WDC (4.7%) and STX (4.5%). The top 20 holdings account for 59.1% of reported assets. Its disclosed equity book has returned +238.76% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Williamson Legacy Group LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Williamson Legacy Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011965). View Williamson Legacy Group LLC’s 13F filings on SEC