StockDriftsStockDriftsTop 20 Investidor Profissional Gestao de Recursos Ltda. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 11.84% | 36.9K | $18.4M | +39.62%(+10.46K) | $472.11(+14.25%) | 2026-03-31 | |
| META | META PLATFORMS INC | 11.14% | 30.3K | $17.3M | +132.15%(+17.26K) | $531.66(+9.64%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 9.91% | 3.7K | $15.4M | +12.39%(+404) | $208.01(-11.27%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 9.91% | 41.7K | $15.4M | +68.84%(+16.99K) | $417.95(-6.57%) | 2026-03-31 | |
| V | VISA INC | 9.32% | 48.0K | $14.5M | +56.97%(+17.42K) | $280.02(+29.32%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.52% | 40.7K | $11.7M | +15.75%(+5.54K) | $171.56(+109.79%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 6.53% | 5.9K | $10.2M | new | $1871.64(-5.79%) | 2026-03-31 | |
| FICO | FAIR ISAAC CORP | 5.25% | 7.7K | $8.2M | +25.55%(+1.56K) | $1603.93(-20.77%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.09% | 23.4K | $7.9M | -40.80%(-16.15K) | $223.39(+94.35%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 4.94% | 6.6K | $7.7M | -40.88%(-4.59K) | $1102.24(+22.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.67% | +54.77% |
| Top 20 Holdings Unweighted | +16.99% | +60.12% |
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