StockDriftsStockDriftsTop 28 Katamaran Capital LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 12.34% | 27.7K | $13.9M | +166.22%(+17.32K) | $536.81(-8.60%) | 2026-03-31 | |
| V | VISA INC | 12.26% | 45.6K | $13.8M | +91.88%(+21.81K) | $335.31(-4.47%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 6.14% | 54.6K | $6.9M | +158.98%(+33.52K) | $130.24(-4.30%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.73% | 19.0K | $6.4M | +5.07%(+919) | $213.91(+86.90%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.27% | 28.4K | $5.9M | +240.45%(+20.09K) | $215.01(+25.64%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.14% | 10.1K | $5.8M | -25.93%(-3.53K) | $606.72(+1.63%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 4.43% | 15.7K | $5.0M | -7.36%(-1.24K) | $231.20(+87.02%) | 2026-03-31 | |
| ROKU | ROKU INC | 4.43% | 52.5K | $5.0M | +90.76%(+25.00K) | $103.00(+22.02%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.32% | 15.7K | $4.9M | new | $279.01(+49.38%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 4.05% | 11.6K | $4.6M | new | $333.58(+145.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.19% | +9.87% |
| Top 20 Holdings Unweighted | +6.02% | +19.18% |
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