StockDriftsStockDriftsTop 50 Deltec Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.04% | 171.4K | $49.3M | -0.89%(-1.54K) | $44.19(+811.19%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.99% | 156.9K | $32.7M | +1.22%(+1.89K) | $87.30(+209.44%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.3% | 93.4K | $28.9M | -13.17%(-14.17K) | $91.51(+355.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.02% | 157.1K | $27.4M | -7.97%(-13.61K) | $59.24(+281.20%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.89% | 57.4K | $21.2M | -19.47%(-13.86K) | $170.09(+138.23%) | 2026-03-31 | |
| OCUL | OCULAR THERAPEUTIX INC | 3.64% | 2.34M | $19.8M | -5.92%(-147.31K) | $5.49(+68.37%) | 2026-03-31 | |
| CCL | CARNIVAL CORP | 2.98% | 627.4K | $16.2M | -4.17%(-27.31K) | $19.50(+28.38%) | 2026-03-31 | |
| V | VISA INC | 2.68% | 48.4K | $14.6M | +6.61%(+3.00K) | $84.29(+280.01%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.39% | 38.6K | $13.0M | +1.90%(+721) | $74.93(+433.58%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.2% | 21.0K | $12.0M | -22.86%(-6.21K) | $267.36(+130.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.89% | +99.53% |
| Top 20 Holdings Unweighted | +26.68% | +103.28% |
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