StockDriftsStockDriftsTop 28 Portland Hill Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC-CLASS A (US) | 22.31% | 18.8K | $9.1M | -21.30%(-5.09K) | — | 2024-03-31 | |
| GOOGL | ALPHABET INC-CL A (US) | 12.76% | 34.6K | $5.2M | -4.87%(-1.77K) | — | 2024-03-31 | |
| BABA | ALIBABA GROUP HOLDING-SP ADR (US) | 9.08% | 51.4K | $3.7M | -3.21%(-1.70K) | — | 2024-03-31 | |
| AMZN | AMAZON.COM INC (US) | 8.06% | 18.3K | $3.3M | -4.85%(-932) | — | 2024-03-31 | |
| AAPL | APPLE INC (US) | 7.56% | 18.0K | $3.1M | -4.54%(-858) | — | 2024-03-31 | |
| MELI | MERCADOLIBRE INC (US) | 7.52% | 2.0K | $3.1M | -4.68%(-100) | — | 2024-03-31 | |
| BKNG | BOOKING HOLDINGS INC (US) | 6.73% | 760 | $2.8M | -4.76%(-38) | — | 2024-03-31 | |
| PYPL | PAYPAL HOLDINGS INC (US) | 3.54% | 21.6K | $1.4M | -4.60%(-1.04K) | — | 2024-03-31 | |
| TPR | TAPESTRY INC (US) | 3.46% | 29.8K | $1.4M | -4.21%(-1.31K) | — | 2024-03-31 | |
| EXPE | EXPEDIA INC (US) | 3.19% | 9.5K | $1.3M | -4.85%(-483) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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