StockDriftsStockDriftsTop 17 PBCay One RSC Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | 11.19% | 282.5K | $104.6M | +10.14%(+26.00K) | $493.98(-17.12%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 10.6% | 568.4K | $99.1M | +65.71%(+225.38K) | $184.13(+28.03%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 10.51% | 471.7K | $98.2M | +28.04%(+103.29K) | $223.96(+19.32%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 8.69% | 240.5K | $81.3M | +13094.30%(+238.71K) | $320.70(+30.25%) | 2026-03-31 | |
| SPGI | S&P Global Inc | 7.99% | 175.6K | $74.7M | +18.64%(+27.59K) | $499.83(-19.19%) | 2026-03-31 | |
| SHW | Sherwin-Williams Co | 7.18% | 209.5K | $67.1M | -26.44%(-75.31K) | $335.15(-7.75%) | 2026-03-31 | |
| MELI | MercadoLibre Inc | 7.16% | 38.7K | $66.9M | +136.89%(+22.36K) | $1999.95(-19.63%) | 2026-03-31 | |
| FXI | Ishares China Large-Cap Etf | 7.08% | 1.84M | $66.2M | new | $37.10(+0.39%) | 2026-03-31 | |
| GOOGL | Alphabet Inc | 7.08% | 230.1K | $66.2M | +921.55%(+207.53K) | $298.10(+34.54%) | 2026-03-31 | |
| META | Meta Platforms Inc | 5.7% | 93.1K | $53.3M | new | $616.11(+0.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +36.15% | +152.36% |
| Top 20 Holdings Unweighted | +37.80% | +161.64% |
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