StockDriftsStockDriftsTop 50 London & Capital Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 5.53% | 2.44M | $507.4M | +5.45%(+125.91K) | $220.46(+19.81%) | 2026-03-31 | |
| V | VISA INC | 5.1% | 1.55M | $468.0M | +5.02%(+73.99K) | $339.32(-4.00%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.99% | 1.24M | $458.1M | +1.91%(+23.20K) | $451.54(-6.56%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.82% | 1.54M | $442.7M | -13.58%(-241.85K) | $274.21(+44.70%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 4.74% | 1.86M | $435.1M | +5.07%(+89.91K) | $217.90(+2.72%) | 2026-03-31 | |
| CME | CME GROUP INC | 4.7% | 1.46M | $431.2M | +0.07%(+1.06K) | $271.02(+10.27%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 4.38% | 461.2K | $402.6M | -3.85%(-18.49K) | $603.45(+73.87%) | 2026-03-31 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 4.32% | 5.92M | $396.7M | +0.93%(+54.76K) | $65.07(+33.71%) | 2026-03-31 | |
| GE | GE AEROSPACE | 4.27% | 1.38M | $392.5M | -0.27%(-3.71K) | $297.02(-5.22%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 4.25% | 793.5K | $390.4M | +0.92%(+7.26K) | $528.75(-17.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.53% | +20.88% |
| Top 20 Holdings Unweighted | +5.98% | +19.02% |
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