StockDriftsStockDriftsTop 38 Lgt Capital Partners Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 9.47% | 481.9K | $178.4M | +5.08%(+23.29K) | $224.22(+74.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 9.21% | 994.1K | $173.4M | +0.10%(+953) | $113.03(+72.37%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 9.1% | 595.5K | $171.2M | -3.34%(-20.57K) | $103.14(+248.96%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.22% | 291.0K | $98.3M | -19.13%(-68.82K) | $96.38(+350.47%) | 2026-03-31 | |
| A | AGILENT TECHNOLOGIES INC | 5.12% | 844.9K | $96.3M | +7.41%(+58.27K) | $111.94(+16.75%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.9% | 363.7K | $92.3M | +9.29%(+30.90K) | $182.81(+68.83%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.81% | 143.4K | $71.6M | +20.90%(+24.78K) | $560.36(-3.74%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 3.66% | 318.3K | $69.0M | -25.74%(-110.35K) | $112.14(+90.33%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 3.65% | 208.9K | $68.6M | -2.04%(-4.36K) | $227.38(+43.61%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 3.38% | 18.8K | $63.6M | +2.43%(+447) | $2340.03(+35.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.54% | +42.54% |
| Top 20 Holdings Unweighted | +10.33% | +34.29% |
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