StockDriftsStockDriftsTop 19 Mff Capital Investments LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 11.2% | 516.4K | $184.5M | -2.27%(-12.00K) | $278.05(+26.40%) | 2026-06-30 | |
| V | VISA INC | 10.3% | 494.9K | $169.8M | +0.00%(+0) | $345.37(+4.65%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 10.29% | 330.1K | $169.5M | +0.00%(+0) | $568.48(-0.83%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 9.82% | 2.84M | $161.9M | +0.00%(+0) | $53.28(+20.36%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 8.97% | 620.4K | $147.9M | +0.00%(+0) | $224.60(+22.42%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 8.26% | 402.3K | $136.1M | +0.00%(+0) | $350.58(-2.83%) | 2026-06-30 | |
| META | META PLATFORMS INC | 7.62% | 222.9K | $125.5M | +0.00%(+0) | $689.87(-13.50%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 7.02% | 327.9K | $115.7M | +0.00%(+0) | $374.36(-5.22%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.19% | 273.4K | $102.0M | +0.00%(+0) | $485.55(+3.54%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 6.11% | 242.4K | $100.7M | -22.41%(-70.00K) | $333.75(+22.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.82% |
| Top 20 Holdings Unweighted | — | — | — | — | -0.40% |
Mff Capital Investments LTD reports $1.65B in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (11.2%), V (10.3%) and MA (10.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -1.82% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mff Capital Investments LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2104888). View Mff Capital Investments LTD’s 13F filings on SEC