StockDriftsStockDriftsTop 15 Spinecap Sas Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | 13.27% | 324.6K | $36.2M | +47.10%(+103.93K) | $125.08(+8.23%) | 2026-03-31 | |
| MA | MASTERCARD INC | 13.25% | 72.3K | $36.1M | +105.98%(+37.19K) | $547.61(-9.75%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 12.54% | 69.5K | $34.2M | -0.74%(-520) | $452.81(-3.20%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 11.74% | 111.3K | $32.0M | -15.00%(-19.64K) | $152.90(+159.51%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 11.5% | 84.6K | $31.3M | new | $426.90(-1.17%) | 2026-03-31 | |
| KKR | KKR & CO INC | 5.44% | 160.4K | $14.8M | new | $92.81(+4.48%) | 2026-03-31 | |
| BX | BLACKSTONE INC | 3.82% | 90.5K | $10.4M | +33.28%(+22.61K) | $142.12(-17.05%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.68% | 48.1K | $10.0M | -4.18%(-2.10K) | $167.60(+57.61%) | 2026-03-31 | |
| BLK | BLACKROCK INC | 3.65% | 10.3K | $9.9M | +10.10%(+948) | $999.63(+8.23%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.63% | 32.0K | $9.9M | -2.42%(-792) | $311.52(+36.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.56% | +62.49% |
| Top 20 Holdings Unweighted | +5.66% | +17.96% |
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