StockDriftsStockDriftsTop 46 Bronte Capital Management Pty Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS | 14.19% | 172.8K | $133.5M | -2.25%(-3.98K) | $582.63(+23.56%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 11.66% | 381.5K | $109.7M | -8.29%(-34.47K) | $83.88(+379.99%) | 2026-03-31 | |
| IBKR | INTERACTIVE BROKERS GROUP | 9.14% | 1.28M | $86.0M | -13.76%(-204.56K) | $17.99(+373.28%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.9% | 155.1K | $74.3M | -4.47%(-7.26K) | $303.92(+59.76%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.32% | 285.7K | $59.5M | +2.92%(+8.10K) | $134.07(+101.48%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 5.99% | 341.1K | $56.4M | -14.42%(-57.46K) | $99.99(+87.93%) | 2026-03-31 | |
| CTVA | CORTEVA INC | 4.47% | 502.8K | $42.1M | -11.64%(-66.24K) | $35.54(+134.53%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 3.63% | 187.4K | $34.2M | +6.74%(+11.83K) | $194.36(-6.60%) | 2026-03-31 | |
| FCNCA | FIRST CTZNS BANCSHARES INC N | 3.3% | 16.5K | $31.1M | -3.40%(-580) | $1037.91(+83.98%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 1.9% | 185.7K | $17.9M | new | $105.07(-0.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.77% | +63.34% |
| Top 20 Holdings Unweighted | +18.67% | +67.10% |
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