StockDriftsStockDriftsTop 20 Bain Capital Public Equity Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HWM | HOWMET AEROSPACE INC | 6.15% | 4.8K | $1.1M | new | $217.74(+19.57%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.11% | 3.2K | $1.1M | new | $238.00(+69.90%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.09% | 5.3K | $1.1M | +87.33%(+2.45K) | $195.76(+34.93%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.62% | 4.0K | $1.0M | new | $196.14(+53.07%) | 2026-03-31 | |
| PFGC | PERFORMANCE FOOD GROUP CO | 5.61% | 11.8K | $1.0M | new | $74.68(+28.52%) | 2026-03-31 | |
| HUBB | HUBBELL INC | 5.59% | 2.0K | $1.0M | new | $370.90(+29.41%) | 2026-03-31 | |
| SAN | BANCO SANTANDER SA | 5.55% | 88.3K | $996K | new | $9.24(+27.11%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 5.32% | 9.9K | $955K | new | $94.96(-8.36%) | 2026-03-31 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 5.3% | 6.2K | $953K | +11.24%(+631) | $141.23(+19.57%) | 2026-03-31 | |
| BURL | BURLINGTON STORES INC | 4.99% | 2.8K | $897K | new | $215.81(+36.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.44% | +34.72% |
| Top 20 Holdings Unweighted | +5.90% | +18.76% |
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