StockDriftsStockDriftsTop 50 Munro Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.77% | 1.65M | $288.4M | -5.09%(-88.77K) | $68.45(+184.64%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 7.69% | 259.9K | $226.9M | -21.31%(-70.41K) | $408.17(+172.71%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.64% | 798.9K | $166.4M | -13.65%(-126.28K) | $140.26(+73.02%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 4.86% | 1.54M | $143.4M | +309.76%(+1.17M) | $83.31(+6.04%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.28% | 408.4K | $126.4M | +222.39%(+281.72K) | $296.56(+21.54%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.25% | 435.7K | $125.3M | -24.09%(-138.24K) | $150.29(+139.47%) | 2026-03-31 | |
| TKO | TKO GROUP HOLDINGS INC | 4.17% | 610.8K | $123.2M | -14.25%(-101.47K) | $166.66(+16.66%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 3.98% | 328.5K | $117.5M | +18.80%(+51.98K) | $341.93(+16.55%) | 2026-03-31 | |
| TRGP | TARGA RES CORP | 3.64% | 428.8K | $107.5M | +35.18%(+111.59K) | $185.94(+39.22%) | 2026-03-31 | |
| JCI | JOHNSON CONTROLS INTERNATION | 3.58% | 807.5K | $105.7M | -9.60%(-85.77K) | $81.18(+73.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.39% | +106.73% |
| Top 20 Holdings Unweighted | +24.75% | +94.12% |
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