StockDriftsStockDriftsTop 27 Locust Wood Capital Advisers, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 9.15% | 1.61M | $336.0M | +38.86%(+451.48K) | $176.67(+37.36%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.92% | 751.9K | $254.1M | +1.36%(+10.07K) | $110.99(+291.18%) | 2026-03-31 | |
| GPGI | GPGI INC | 6.42% | 13.78M | $235.7M | +55.50%(+4.92M) | $13.60(+23.16%) | 2026-03-31 | |
| LIN | LINDE PLC | 6.33% | 469.1K | $232.6M | -28.87%(-190.44K) | $320.93(+70.33%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.59% | 1.18M | $205.3M | +27.86%(+256.52K) | $153.08(+27.27%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.3% | 525.4K | $194.5M | -6.30%(-35.32K) | $347.33(+12.43%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.73% | 303.4K | $173.6M | +211.53%(+206.02K) | $642.15(-9.23%) | 2026-03-31 | |
| V | VISA INC | 4.44% | 539.6K | $163.1M | +46.85%(+172.15K) | $274.79(+31.79%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 4.36% | 376.2K | $160.0M | +20.60%(+64.24K) | $430.92(+2.08%) | 2026-03-31 | |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 4.12% | 2.13M | $151.4M | -0.03%(-617) | $80.38(-18.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.98% | +40.42% |
| Top 20 Holdings Unweighted | +11.82% | +39.81% |
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