StockDriftsStockDriftsTop 19 Capco Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | 15.64% | 175.3K | $57.3M | -26.13%(-62.02K) | $115.17(+223.82%) | 2026-03-31 | |
| ROP | ROPER TECHNOLOGIES INC | 14.51% | 150.3K | $53.2M | +36.49%(+40.19K) | $464.51(-21.59%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 13.49% | 25.8K | $49.5M | -0.98%(-255) | $1219.69(+62.31%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP | 10.38% | 192.0K | $38.1M | -1.13%(-2.20K) | $64.03(+262.66%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 10.01% | 176.2K | $36.7M | +28.29%(+38.85K) | $142.08(+70.80%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 8.48% | 84.0K | $31.1M | +18.93%(+13.36K) | $158.66(+146.11%) | 2026-03-31 | |
| ADSK | AUTODESK INC | 5.75% | 88.0K | $21.1M | -0.39%(-342) | $198.68(+4.43%) | 2026-03-31 | |
| LBRDK | LIBERTY BROADBAND CORP | 4.54% | 331.2K | $16.7M | -0.01%(-46) | $56.07(-42.68%) | 2026-03-31 | |
| TEAM | ATLASSIAN CORPORATION | 3.24% | 173.9K | $11.9M | +215.45%(+118.75K) | $136.20(-38.44%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 2.71% | 46.5K | $9.9M | -68.93%(-103.09K) | $41.73(+742.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.55% | +35.09% |
| Top 20 Holdings Unweighted | +17.42% | +61.91% |
Sign up free to track Capco Asset Management, LLC, compare funds side by side, and get alerts the moment positions change.