StockDriftsStockDriftsTop 11 Grafton Street Partners Management Company LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 17.51% | 101.9K | $29.3M | +0.00%(+0) | $278.05(+29.44%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 15.17% | 75.1K | $25.4M | +0.00%(+0) | $291.59(+48.89%) | 2026-03-31 | |
| TPG | TPG INC | 14.11% | 582.7K | $23.6M | +37.15%(+157.84K) | $58.35(-29.00%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 12.35% | 197.7K | $20.7M | new | $128.87(-17.50%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 10.3% | 46.6K | $17.2M | +0.00%(+0) | $500.79(-22.02%) | 2026-03-31 | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 8.39% | 48.0K | $14.0M | -38.16%(-29.59K) | $336.83(+24.06%) | 2026-03-31 | |
| TEAM | ATLASSIAN CORPORATION | 7.12% | 174.5K | $11.9M | +22.00%(+31.46K) | $152.67(-45.09%) | 2026-03-31 | |
| V | VISA INC | 4.83% | 26.8K | $8.1M | +0.00%(+0) | $346.04(+4.65%) | 2026-03-31 | |
| FSV | FIRSTSERVICE CORP NEW | 4.26% | 51.3K | $7.1M | +0.00%(+0) | $173.01(-15.76%) | 2026-03-31 | |
| SE | SEA LTD | 3.17% | 64.0K | $5.3M | +0.00%(+0) | $153.15(-32.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -63.92% | -95.30% |
| Top 20 Holdings Unweighted | -61.91% | -94.47% |
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