StockDriftsStockDriftsTop 49 Kr Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARMK | ARAMARK | 10.08% | 1.24M | $50.3M | new | $38.70(+45.45%) | 2026-03-31 | |
| PFGC | PERFORMANCE FOOD GROUP CO | 8.03% | 467.7K | $40.1M | new | $87.79(+28.82%) | 2026-03-31 | |
| LTH | LIFE TIME GROUP HOLDINGS INC | 6.58% | 1.22M | $32.9M | new | $26.76(+52.50%) | 2026-03-31 | |
| V | VISA INC | 5.28% | 87.1K | $26.3M | new | $326.47(+10.92%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 4.1% | 212.8K | $20.5M | new | $94.96(-18.22%) | 2026-03-31 | |
| EQIX | EQUINIX INC | 3.78% | 19.3K | $18.9M | new | $873.20(+14.75%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 3.72% | 85.6K | $18.5M | new | $198.39(+7.58%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.52% | 84.2K | $17.5M | new | $219.55(+10.53%) | 2026-03-31 | |
| PRIM | PRIMORIS SVCS CORP | 3.37% | 117.6K | $16.8M | new | $133.59(-33.98%) | 2026-03-31 | |
| DY | DYCOM INDS INC | 3.05% | 44.9K | $15.2M | new | $338.36(+29.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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