StockDriftsStockDriftsTop 23 Xn Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TKO | TKO GROUP HOLDINGS INC | 14.04% | 1.90M | $382.2M | -33.88%(-971.43K) | $103.96(+82.83%) | 2026-03-31 | |
| SOLS | SOLSTICE ADVANCED MATLS INC | 7.46% | 2.67M | $203.0M | +274.51%(+1.95M) | $58.69(+45.02%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.09% | 571.1K | $193.0M | -29.83%(-242.79K) | $182.20(+121.92%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 6.73% | 571.3K | $183.1M | -13.41%(-88.45K) | $336.22(-10.74%) | 2026-03-31 | |
| TOST | TOAST INC | 6.34% | 6.51M | $172.6M | -27.57%(-2.48M) | $27.93(-17.48%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 6.07% | 483.2K | $165.2M | +43.44%(+146.34K) | $198.58(+119.87%) | 2026-03-31 | |
| GE | GE AEROSPACE | 5.93% | 569.2K | $161.5M | +0.00%(+0) | $98.38(+186.16%) | 2026-03-31 | |
| MOD | MODINE MFG CO | 5.15% | 646.3K | $140.1M | new | $175.11(+54.91%) | 2026-03-31 | |
| GLW | CORNING INC | 5.05% | 1.01M | $137.4M | new | $111.76(+71.62%) | 2026-03-31 | |
| PCOR | PROCORE TECHNOLOGIES INC | 4.65% | 2.22M | $126.4M | -4.52%(-105.00K) | $70.04(-33.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.66% | +93.73% |
| Top 20 Holdings Unweighted | +27.93% | +109.37% |
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