StockDriftsStockDriftsTop 27 Bwcp, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ZETA | ZETA GLOBAL HOLDINGS CORP | 10.95% | 4.51M | $71.8M | +41.60%(+1.33M) | $15.77(+5.12%) | 2026-03-31 | |
| UAL | UNITED AIRLS HLDGS INC | 6.36% | 452.9K | $41.7M | +19.21%(+72.96K) | $82.25(+16.75%) | 2026-03-31 | |
| BYD | BOYD GAMING CORP | 5.82% | 464.1K | $38.1M | +15.28%(+61.51K) | $64.89(+22.34%) | 2026-03-31 | |
| MSI | MOTOROLA SOLUTIONS INC | 5.72% | 86.5K | $37.5M | new | $408.65(-2.28%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.1% | 58.5K | $33.5M | new | $586.26(+5.49%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 4.94% | 24.5K | $32.4M | new | $1195.34(+32.56%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.65% | 146.4K | $30.5M | +24.93%(+29.22K) | $165.56(+61.41%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC | 4.63% | 22.0K | $30.4M | -34.47%(-11.59K) | $436.30(+368.11%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.77% | 73.2K | $24.7M | -16.37%(-14.34K) | $147.72(+182.77%) | 2026-03-31 | |
| SN | SHARKNINJA INC | 3.75% | 232.2K | $24.6M | +78.15%(+101.85K) | $98.69(+8.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.29% | +74.07% |
| Top 20 Holdings Unweighted | +19.80% | +71.93% |
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