Capco Asset Management

Capco Asset Management

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

27

Market Value

$366.6M

Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
MAR15.6%18.0%14.7%14.2%
ROP14.5%12.0%10.7%-
MKL13.5%13.7%11.8%11.4%
PGR10.4%10.8%11.3%11.3%
AMZN10.0%7.8%7.1%6.6%
MSFT8.5%8.3%8.7%10.2%
ADSK5.8%6.4%6.7%6.0%
LBRDK4.5%3.9%--
TEAM3.2%---
GOGO3.1%-5.8%9.1%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

MAR+20.65%
LRCX+75.13%
AMZN+14.03%
TEAM+23.65%
MSFT+2.36%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

LBRDK-38.63%
ADSK-19.35%
CHTR-38.85%
ROP-6.75%
MKL-2.38%

Sector Analysis

Financials23.9%
Healthcare2.3%
Technology34.8%
Industrials0.1%
Real Estate0.0%
Consumer Staples2.9%
Communication Services10.4%
Consumer Discretionary25.7%

Trading Summary