StockDriftsStockDriftsTop 19 11 Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | 7.47% | 52.9K | $23.1M | +20.45%(+8.98K) | $450.16(-4.72%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 7.45% | 121.4K | $23.0M | +7.43%(+8.40K) | $222.71(-27.30%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.03% | 64.2K | $21.7M | new | $320.92(+26.00%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.72% | 99.7K | $20.8M | -13.69%(-15.80K) | $185.17(+42.65%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 6.17% | 150.9K | $19.1M | -22.18%(-43.01K) | $87.00(+43.68%) | 2026-03-31 | |
| V | VISA INC | 6.06% | 61.9K | $18.7M | +62.59%(+23.84K) | $279.79(+16.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.83% | 48.6K | $18.0M | +7.36%(+3.33K) | $333.65(+26.46%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 5.62% | 13.1K | $17.4M | -28.90%(-5.34K) | $789.35(+90.26%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.6% | 30.2K | $17.3M | +129.64%(+17.06K) | $668.42(-8.11%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 5.6% | 19.8K | $17.3M | -11.29%(-2.52K) | $255.68(+310.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.27% | +61.27% |
| Top 20 Holdings Unweighted | +15.91% | +55.73% |
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