StockDriftsStockDriftsTop 50 Qsemble Capital Management, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | 1.13% | 14.8K | $14.8M | +46.46%(+4.70K) | $932.19(+2.09%) | 2026-03-31 | |
| BSX | BOSTON SCIENTIFIC CORP | 1.08% | 225.9K | $14.2M | +76.51%(+97.90K) | $86.60(-47.87%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.01% | 23.2K | $13.3M | new | $673.05(-13.39%) | 2026-03-31 | |
| C | CITIGROUP INC | 1% | 115.7K | $13.1M | new | $73.48(+90.49%) | 2026-03-31 | |
| CPRT | COPART INC | 1% | 392.9K | $13.0M | +203.97%(+263.62K) | $39.10(-23.24%) | 2026-03-31 | |
| AIG | AMERICAN INTL GROUP INC | 0.99% | 172.8K | $13.0M | new | $79.64(-0.32%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 0.98% | 67.5K | $12.8M | +1429.32%(+63.08K) | $208.92(-5.26%) | 2026-03-31 | |
| OXY | OCCIDENTAL PETE CORP | 0.97% | 195.9K | $12.7M | +64.07%(+76.49K) | $49.41(-1.01%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.96% | 34.0K | $12.6M | +38.37%(+9.44K) | $469.46(-16.82%) | 2026-03-31 | |
| DVN | DEVON ENERGY CORP NEW | 0.96% | 248.9K | $12.5M | +837.61%(+222.32K) | $42.95(-5.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.99% | +56.06% |
| Top 20 Holdings Unweighted | +15.08% | +52.40% |
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