StockDriftsStockDriftsTop 24 Positano Wealth Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 15.67% | 73.6K | $21.2M | -10.33%(-8.48K) | $278.05(+29.44%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 15.66% | 121.4K | $21.2M | +20.52%(+20.66K) | $185.50(+5.03%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 12.22% | 44.6K | $16.5M | +122.44%(+24.55K) | $460.11(-15.13%) | 2026-03-31 | |
| V | VISA INC | 10.94% | 48.9K | $14.8M | +25.33%(+9.88K) | $342.09(+5.86%) | 2026-03-31 | |
| CB | CHUBB LTD SWITZ | 9.85% | 40.9K | $13.3M | -3.65%(-1.55K) | $297.18(+21.53%) | 2026-03-31 | |
| MAR | MARRIOTT INTL INC NEW | 7.58% | 31.3K | $10.2M | -19.13%(-7.41K) | $285.34(+30.70%) | 2026-03-31 | |
| CRM | SALESFORCE INC | 5.82% | 42.1K | $7.9M | +234.49%(+29.55K) | $233.31(-28.80%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 5.68% | 22.7K | $7.7M | +54.73%(+8.04K) | $256.52(+280.30%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.05% | 20.2K | $6.8M | +7.98%(+1.49K) | $293.76(+47.79%) | 2026-03-31 | |
| QCOM | QUALCOMM INC | 3.23% | 33.9K | $4.4M | -1.23%(-423) | $168.71(+4.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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