StockDriftsStockDriftsTop 36 Franchise Gp Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 20.93% | 326.4K | $56.9M | +158.27%(+200.00K) | $182.81(+23.53%) | 2026-03-31 | |
| PDD | PDD HOLDINGS INC | 18.71% | 497.9K | $50.9M | +64.60%(+195.40K) | $116.89(-14.80%) | 2026-03-31 | |
| CRCL | CIRCLE INTERNET GROUP INC | 15.57% | 443.7K | $42.3M | new | $87.36(+44.89%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.01% | 96.7K | $32.7M | +103.62%(+49.20K) | $306.52(+30.43%) | 2026-03-31 | |
| PBR | PETROLEO BRASILEIRO S A | 6.5% | 852.3K | $17.7M | new | $16.30(+20.18%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 4.95% | 19.1K | $13.5M | new | $535.68(+92.35%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.91% | 34.4K | $10.6M | new | $327.23(+27.37%) | 2026-03-31 | |
| YB | YUANBAO INC | 3.46% | 533.8K | $9.4M | +700.76%(+467.17K) | $19.07(-25.03%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.35% | 31.7K | $9.1M | +82.94%(+14.38K) | $288.49(+38.32%) | 2026-03-31 | |
| META | META PLATFORMS CL A ORD | 1.8% | 8.6K | $4.9M | +39.71%(+2.43K) | $674.18(-8.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.60% | +11.20% |
| Top 20 Holdings Unweighted | +5.64% | +17.89% |
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