StockDriftsStockDriftsTop 19 Freshford Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FICO | FAIR ISAAC CORP | 13.57% | 25.4K | $27.2M | +37.49%(+6.94K) | $1661.39(-23.51%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 9.08% | 87.3K | $18.2M | -1.03%(-911) | $172.38(+40.78%) | 2026-03-31 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 7.45% | 189.7K | $14.9M | +71.06%(+78.82K) | $76.94(+14.11%) | 2026-03-31 | |
| TXG | 10X GENOMICS INC | 7.14% | 673.0K | $14.3M | -19.24%(-160.35K) | $14.00(+178.64%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 6.5% | 32.7K | $13.0M | -23.60%(-10.11K) | $296.17(+77.96%) | 2026-03-31 | |
| TWST | TWIST BIOSCIENCE CORP | 6.15% | 259.0K | $12.3M | -38.36%(-161.19K) | $29.93(+231.57%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 6.03% | 168.0K | $12.1M | +3835.85%(+163.71K) | $77.11(-3.47%) | 2026-03-31 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 5.78% | 58.6K | $11.6M | new | $226.76(+12.45%) | 2026-03-31 | |
| MRCY | MERCURY SYS INC | 5.61% | 154.1K | $11.2M | -15.55%(-28.36K) | $75.21(+67.82%) | 2026-03-31 | |
| CACI | CACI INTL INC | 5.45% | 20.1K | $10.9M | -20.65%(-5.22K) | $407.25(+23.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.55% | +14.28% |
| Top 20 Holdings Unweighted | +7.89% | +25.60% |
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