StockDriftsStockDriftsTop 50 Norris Perne & French LLP Mi Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 7.04% | 314.0K | $161.0M | +76.94%(+136.53K) | $243.83(+114.85%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.68% | 244.8K | $84.2M | +62.69%(+94.34K) | $169.14(+90.39%) | 2026-09-30 | |
| AMAT | APPLIED MATLS INC | 2.82% | 126.4K | $64.6M | +51.72%(+43.08K) | $263.20(+43.88%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.69% | 246.7K | $61.5M | +76.69%(+107.07K) | $188.81(+31.60%) | 2026-09-30 | |
| DHR | DANAHER CORP DEL | 2.57% | 265.9K | $58.9M | +76.01%(+114.81K) | $189.50(+19.92%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.32% | 116.2K | $53.0M | +29.10%(+26.18K) | $260.05(+60.66%) | 2026-09-30 | |
| V | VISA INC | 2.25% | 143.5K | $51.6M | +79.65%(+63.65K) | $226.95(+80.13%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.23% | 223.2K | $51.0M | +92.64%(+107.34K) | $188.03(+12.70%) | 2026-09-30 | |
| BALL | BALL CORP | 2.15% | 878.9K | $49.2M | +69.52%(+360.44K) | $55.54(+17.01%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.07% | 95.0K | $47.3M | +89.88%(+44.95K) | $343.49(+57.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.72% | +80.32% | +13.08% | +84.91% |
| Top 20 Holdings Unweighted | +21.71% | +80.28% | +12.84% | +82.94% |
Norris Perne & French LLP Mi reports $2.29B in US-listed equity holdings across 156 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (7.0%), GOOGL (3.7%) and AMAT (2.8%). The top 20 holdings account for 46.61% of reported assets. Its disclosed equity book has returned +80.32% on a three-year cumulative basis. Figures reflect the Q3 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 Norris Perne & French LLP Mi’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1092290). View Norris Perne & French LLP Mi’s 13F filings on SEC