StockDriftsStockDriftsTop 50 CenterBook Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 2.09% | 105.0K | $38.9M | +7.22%(+7.06K) | $436.45(-7.16%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.01% | 130.1K | $37.4M | +19.36%(+21.10K) | $183.00(+120.01%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.99% | 177.7K | $37.0M | -10.66%(-21.20K) | $164.59(+64.12%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.9% | 61.7K | $35.3M | +9.55%(+5.38K) | $508.84(+21.18%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.5% | 82.6K | $27.9M | -9.70%(-8.87K) | $177.79(+124.88%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.45% | 29.3K | $26.9M | +19.55%(+4.79K) | $832.97(+21.94%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.4% | 149.5K | $26.1M | +12.97%(+17.17K) | $84.38(+167.63%) | 2026-03-31 | |
| V | VISA INC | 1.28% | 79.1K | $23.9M | -7.64%(-6.54K) | $300.78(+6.49%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.26% | 49.1K | $23.5M | +1.55%(+748) | $456.81(+6.28%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.21% | 88.5K | $22.4M | +2.38%(+2.06K) | $196.06(+52.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.78% | +67.59% |
| Top 20 Holdings Unweighted | +20.44% | +74.73% |
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