StockDriftsStockDriftsTop 35 Mar Vista Investment Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.55% | 258.1K | $65.5M | +1.77%(+4.48K) | $106.31(+180.51%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 6.28% | 360.1K | $62.8M | +14.05%(+44.37K) | $143.06(+64.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.91% | 159.6K | $59.1M | -0.89%(-1.43K) | $176.72(+131.68%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 5.62% | 269.9K | $56.2M | -0.62%(-1.68K) | $86.76(+208.01%) | 2026-03-31 | |
| GOOG | ALPHABET INC-CL C | 5.02% | 175.0K | $50.2M | +2.36%(+4.04K) | $83.93(+373.23%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 4.55% | 39.2K | $45.5M | -1.37%(-545) | $462.30(+154.99%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.33% | 139.8K | $43.3M | +67.71%(+56.43K) | $224.56(+95.85%) | 2026-03-31 | |
| V | VISA INC-CLASS A SHARES | 4.15% | 137.1K | $41.4M | +3.50%(+4.64K) | $1135.33(-71.59%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.06% | 166.0K | $40.6M | -2.13%(-3.61K) | $137.29(+68.11%) | 2026-03-31 | |
| MCO | MOODYS CORP | 4.02% | 92.1K | $40.2M | +5.15%(+4.51K) | $208.20(+107.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.81% | +63.51% |
| Top 20 Holdings Unweighted | +18.17% | +65.02% |
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