StockDriftsStockDriftsTop 3 Rivulet Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 50.66% | 80.9K | $46.2M | -30.51%(-35.53K) | $285.77(+81.95%) | 2025-12-31 | |
| PTC | PTC INC | 40.33% | 211.1K | $36.8M | -23.50%(-64.85K) | $114.45(+19.34%) | 2025-12-31 | |
| WDAY | WORKDAY INC | 9.01% | 38.3K | $8.2M | -89.47%(-324.91K) | $179.27(-30.76%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.77% | +32.27% |
| Top 20 Holdings Unweighted | +7.39% | +23.84% |
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