StockDriftsStockDriftsTop 12 Luma Capital S.a. - Spf Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 16.29% | 58.9K | $16.9M | +0.00%(+0) | $278.05(+39.70%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 15.78% | 78.7K | $16.4M | +0.00%(+0) | $225.20(+21.47%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 12.95% | 7.0K | $13.5M | +0.00%(+0) | $2030.50(-13.09%) | 2026-03-31 | |
| V | VISA INC | 9.89% | 34.0K | $10.3M | +0.00%(+0) | $346.04(-6.94%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC | 9.4% | 20.4K | $9.8M | new | $490.93(-5.17%) | 2026-03-31 | |
| NVR | NVR INC | 8.59% | 1.4K | $8.9M | +0.00%(+0) | $7663.72(-21.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.3% | 20.5K | $7.6M | +0.00%(+0) | $500.79(-17.85%) | 2026-03-31 | |
| NFLX | NETFLIX INC | 6.73% | 72.7K | $7.0M | +0.00%(+0) | $106.83(-17.73%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 5.05% | 1.2K | $5.3M | +0.00%(+0) | $215.09(-22.07%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 4.52% | 9.4K | $4.7M | +0.00%(+0) | $569.85(-12.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.29% | -6.71% |
| Top 20 Holdings Unweighted | -3.30% | -9.59% |
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