StockDriftsStockDriftsTop 13 Consulta Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 12.44% | 675.0K | $249.9M | +40.62%(+195.00K) | $377.05(+11.90%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 12.23% | 1.18M | $245.8M | +0.00%(+0) | $221.32(+19.35%) | 2026-03-31 | |
| ABNB | AIRBNB INC | 11.32% | 1.80M | $227.3M | +20.00%(+300.00K) | $126.51(+5.01%) | 2026-03-31 | |
| V | VISA INC | 11.28% | 750.0K | $226.7M | +50.00%(+250.00K) | $267.05(+21.98%) | 2026-03-31 | |
| QXO | QXO INC | 10.63% | 11.00M | $213.6M | +10.00%(+1.00M) | $27.65(-40.94%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 7.18% | 1.50M | $144.2M | +100.00%(+750.00K) | $100.89(-13.75%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.3% | 440.0K | $126.5M | -26.05%(-155.00K) | $115.21(+244.38%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP | 5.92% | 600.0K | $118.9M | +117.05%(+323.56K) | $224.20(-10.91%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 5.66% | 600.0K | $113.8M | +0.00%(+0) | $222.41(-27.20%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 5.43% | 450.0K | $109.2M | -30.77%(-200.00K) | $233.22(+16.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.79% | +47.33% |
| Top 20 Holdings Unweighted | +14.49% | +50.07% |
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