StockDriftsStockDriftsTop 35 Ws Management Lllp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 15.91% | 360.0K | $121.6M | -41.94%(-260.10K) | $157.88(+447.25%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 11.74% | 125 | $89.8M | +0.00%(+0) | $137486.23(+426.47%) | 2026-03-31 | |
| GDX | VANECK ETF TRUST | 7.1% | 591.4K | $54.3M | +40.15%(+169.40K) | $55.70(+56.82%) | 2026-03-31 | |
| TLT | ISHARES TR | 6.94% | 612.3K | $53.1M | +29.31%(+138.80K) | $95.08(-12.01%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 6.79% | 120.7K | $51.9M | +0.00%(+0) | $164.98(+152.93%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.14% | 151.8K | $31.6M | +5.80%(+8.33K) | $151.27(+74.62%) | 2026-03-31 | |
| LH | LABCORP HOLDINGS INC | 3.96% | 113.5K | $30.3M | +8.14%(+8.55K) | $233.79(+7.10%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.58% | 156.9K | $27.4M | -9.76%(-16.98K) | $54.89(+310.50%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.58% | 95.1K | $27.4M | -8.94%(-9.34K) | $69.56(+470.44%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 3.15% | 182.5K | $24.1M | +0.00%(+0) | $86.16(+42.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.49% | +97.60% |
| Top 20 Holdings Unweighted | +24.99% | +95.25% |
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