StockDriftsStockDriftsTop 50 Ruffer LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | 10.29% | 1.44M | $251.5M | +95.32%(+700.80K) | $242.07(-12.42%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 6.03% | 1.17M | $147.4M | +143.47%(+690.16K) | $124.14(+13.68%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.8% | 561.5K | $117.3M | -16.37%(-109.94K) | $150.26(+77.84%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.76% | 313.4K | $116.4M | new | $426.90(-4.09%) | 2026-03-31 | |
| SW | SMURFIT WESTROCK PLC | 4.56% | 2.79M | $111.3M | -38.14%(-1.72M) | $41.18(-2.82%) | 2026-03-31 | |
| BP | BP PLC | 4.05% | 2.10M | $98.9M | -6.16%(-137.74K) | $35.10(+25.69%) | 2026-03-31 | |
| SLB | SLB LIMITED | 3.25% | 1.54M | $79.5M | +34.50%(+395.54K) | $38.56(+44.59%) | 2026-03-31 | |
| BF.B | BROWN FORMAN CORP | 2.96% | 2.73M | $72.4M | new | $26.25(-0.61%) | 2026-03-31 | |
| SU | SUNCOR ENERGY INC NEW | 2.72% | 1.00M | $66.4M | +0.49%(+4.89K) | $33.58(+98.90%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 2.63% | 1.32M | $64.3M | -21.11%(-352.17K) | $35.70(+39.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +33.19% | +136.25% |
| Top 20 Holdings Unweighted | +36.09% | +152.04% |
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