StockDriftsStockDriftsTop 50 Encore Global Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.22% | 14.3K | $5.3M | +10.04%(+1.30K) | $421.34(+19.32%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 5.02% | 15.0K | $5.1M | -41.29%(-10.55K) | $172.26(+120.00%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.29% | 7.8K | $4.4M | -11.43%(-1.00K) | $616.11(-3.14%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.03% | 20.5K | $4.1M | +0.00%(+0) | $180.45(+22.17%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.86% | 16.5K | $3.9M | +0.00%(+0) | $219.55(+25.24%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.74% | 7.6K | $3.8M | +65.22%(+3.00K) | $517.81(+15.86%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 3.54% | 19.5K | $3.6M | -19.30%(-4.67K) | $149.92(+9.17%) | 2026-06-30 | |
| CRM | SALESFORCE INC | 3.46% | 22.5K | $3.5M | +4.07%(+880) | $223.64(-11.94%) | 2026-06-30 | |
| CHTR | CHARTER COMMUNICATIONS INC | 3.45% | 24.8K | $3.5M | +50.00%(+8.25K) | $202.07(-24.08%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.42% | 6.0K | $3.5M | -42.86%(-4.50K) | $208.79(+123.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.91% |
Encore Global Management LP reports $101.88M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.2%), PANW (5.0%) and META (4.3%). The top 20 holdings account for 68.44% of reported assets. Its disclosed equity book has returned +11.15% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Encore Global Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Encore Global Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2135356). View Encore Global Management LP’s 13F filings on SEC