StockDriftsStockDriftsTop 50 TrinityBridge Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC COM CL A USD0.001 | 9.89% | 1.27M | $364.8M | -1.79%(-23.09K) | $165.25(+142.70%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM USD0.01 | 9.07% | 1.61M | $334.8M | -6.78%(-116.84K) | $167.17(+59.85%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM USD (US LISTED) | 7.31% | 728.2K | $269.6M | -17.64%(-156.02K) | $292.19(+40.12%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP COM USD0.001 (P/S) | 5.53% | 955.1K | $204.0M | -20.02%(-239.08K) | $152.53(+96.13%) | 2026-03-31 | |
| PFGC | PERFORMANCE FOOD GROUP COM USD0.01 | 4.68% | 2.01M | $172.5M | -0.82%(-16.72K) | $67.33(+43.75%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM USD0.001 | 4.57% | 544.4K | $168.5M | -14.66%(-93.49K) | $307.97(+42.80%) | 2026-03-31 | |
| KLAC | KLA CORPORATION COM USD0.001 | 4.08% | 102.2K | $150.4M | -14.48%(-17.30K) | $987.03(+91.78%) | 2026-03-31 | |
| EME | EMCOR GROUP INC COM USD0.01 | 4.07% | 203.6K | $150.3M | +0.00%(+0) | $630.66(+47.47%) | 2026-03-31 | |
| APH | AMPHENOL CORP COM USD0.001 | 3.71% | 1.08M | $136.7M | +0.25%(+2.73K) | $111.18(+16.20%) | 2026-03-31 | |
| COF | CAPITAL ONE FINANCIAL CORP COM USD0.01 | 3.63% | 735.0K | $134.0M | -37.83%(-447.21K) | $213.75(-13.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.20% | +56.91% |
| Top 20 Holdings Unweighted | +15.59% | +54.46% |
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