StockDriftsStockDriftsTop 50 Accuvest Global Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | 9.39% | 152.9K | $10.9M | +170.12%(+96.30K) | $79.98(-3.59%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.73% | 18.6K | $6.7M | -10.68%(-2.23K) | $186.44(+84.89%) | 2026-06-30 | |
| MSTR | STRATEGY INC | 5.25% | 70.1K | $6.1M | +0.04%(+31) | $221.09(-57.92%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.03% | 29.2K | $5.8M | +3.54%(+997) | $165.52(+36.58%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.74% | 11.5K | $5.5M | -8.71%(-1.10K) | $279.95(+52.48%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.74% | 23.1K | $5.5M | -12.93%(-3.43K) | $144.95(+81.12%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.65% | 18.7K | $5.4M | -25.84%(-6.50K) | $197.87(+54.33%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 3.59% | 2.5K | $4.2M | -4.62%(-119) | $1714.31(+3.84%) | 2026-06-30 | |
| V | VISA INC | 3.33% | 11.3K | $3.9M | +1531.07%(+10.60K) | $320.28(+13.01%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 3.16% | 50.8K | $3.7M | -6.59%(-3.59K) | $78.78(-2.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.62% | +39.08% | +2.49% | +13.06% |
| Top 20 Holdings Unweighted | +14.12% | +48.62% | +3.77% | +20.35% |
Accuvest Global Advisors reports $116.21M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are NFLX (9.4%), GOOGL (5.7%) and MSTR (5.3%). The top 20 holdings account for 72.27% of reported assets. Its disclosed equity book has returned +39.08% on a three-year cumulative basis. 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.
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Holdings on this page are parsed from Accuvest Global Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1497637). View Accuvest Global Advisors’s 13F filings on SEC