StockDriftsStockDriftsTop 50 Scopus Asset Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | 4.81% | 309.5K | $153.4M | new | $453.83(+11.52%) | 2026-03-31 | |
| ESI | ELEMENT SOLUTIONS INC | 3.32% | 3.10M | $105.9M | -6.56%(-217.86K) | $22.58(+87.50%) | 2026-03-31 | |
| CRH | CRH PLC | 3.31% | 1.00M | $105.4M | +24.92%(+200.00K) | $83.62(+23.43%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3% | 458.8K | $95.5M | +1.70%(+7.65K) | $148.32(+78.09%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.37% | 155.9K | $75.6M | new | $507.73(-13.94%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.37% | 432.5K | $75.4M | +60.48%(+163.00K) | $184.24(+22.29%) | 2026-03-31 | |
| PEP | PEPSICO INC | 2.23% | 456.9K | $70.9M | +40.58%(+131.88K) | $144.12(+3.47%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 1.97% | 433.8K | $62.7M | new | $157.71(-10.23%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.9% | 105.9K | $60.6M | -33.19%(-52.60K) | $564.77(+8.76%) | 2026-03-31 | |
| MDLZ | MONDELEZ INTL INC | 1.9% | 1.05M | $60.5M | new | $58.88(+2.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.59% | +38.96% |
| Top 20 Holdings Unweighted | +11.21% | +37.52% |
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