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VinCarl
@vinjp
Positions
54
Investing since
08.2025
Positions
1D
1W
1M
YTD
1Y
Max
Title
Weight
Position
P/L
Nebius Group NV
NBIS
x1
7.94%
$13.13
$13.13
+$11.08
539.37%
AMD
AMD
x1
4.53%
$7.489
$7.489
+$5.322
245.60%
GEV
GE Vernova
GEV
x1
4.37%
$7.217
$7.217
+$4.972
221.47%
Broadcom
AVGO
x1
4.13%
$6.825
$6.825
+$4.279
168.05%
Snowflake
SNOW
x1
3.24%
$5.35
$5.35
+$3.20
148.89%
DigitalOceanHldg
DOCN
x1
3.17%
$5.241
$5.241
+$3.93
299.66%
CrowdStrike Hldg
CRWD
x1
3.02%
$4.992
$4.992
+$2.942
143.52%
Quanta Services
PWR
x1
2.96%
$4.89
$4.89
+$2.688
122.07%
Alphabet Inc. Class A
GOOGL
x1
2.76%
$4.569
$4.569
+$2.638
136.68%
Cameco
CCO
x1
2.50%
$4.14
$4.14
+$1.98
91.63%
Cognex
CGNX
x1
2.50%
$4.125
$4.125
+$2.001
94.19%
Vertiv Holdg
VRT
x1
2.46%
$4.063
$4.063
+$2.228
121.37%
Datadog
DDOG
x1
2.39%
$3.954
$3.954
+$2.125
116.24%
MasTec
MTZ
x1
2.28%
$3.763
$3.763
+$1.718
84.00%
Nvidia
NVDA
x1
2.18%
$3.596
$3.596
+$1.492
70.88%
Palo Alto Networks
PANW
x1
2.15%
$3.552
$3.552
+$1.568
79.00%
McKesson
MCK
x1
2.04%
$3.379
$3.379
+$1.389
69.78%
Roku
ROKU
x1
1.98%
$3.277
$3.277
+$1.434
77.78%
Natera
NTRA
x1
1.98%
$3.275
$3.275
+$1.335
68.79%
Amer Superconduc
AMSC
x1
1.92%
$3.173
$3.173
+$0.955
43.07%
Reddit
RDDT
x1
1.81%
$2.998
$2.998
+$0.714
31.28%
Spotify Tech
SPOT
x1
1.81%
$2.993
$2.993
+$0.641
27.25%
Archer Aviation
ACHR
x1
1.80%
$2.97
$2.97
+$0.872
41.57%
Howmet
HWM
x1
1.78%
$2.94
$2.94
+$1.165
65.62%
Taiwan Semiconductor Manufacturing ADR
TSM
x1
1.76%
$2.903
$2.903
+$1.264
77.09%
Vistra Corp
VST
x1
1.72%
$2.85
$2.85
+$0.599
26.63%
BWX Technologies
BWXT
x1
1.69%
$2.789
$2.789
+$0.648
30.26%
Healthequity
HQY
x1
1.67%
$2.768
$2.768
+$0.673
32.10%
Constellation PA
CEG
x1
1.52%
$2.515
$2.515
+$0.326
14.92%
APP
Applovin
APP
x1
1.51%
$2.50
$2.50
+$0.383
18.09%
Global X Uranium ETF
URA
x1
1.51%
$2.50
$2.50
+$0.548
28.09%
SOU
SoundHound AI
SOUN
x1
1.51%
$2.499
$2.499
+$0.268
12.01%
Shopify
SHOP
x1
1.46%
$2.41
$2.41
+$0.459
23.54%
Amphenol
APH
x1
1.42%
$2.343
$2.343
+$0.783
50.23%
GDS Holdings Limited ADR Representing 8
GDS
x1
1.41%
$2.332
$2.332
+$0.366
18.64%
Ast Spacemobile
ASTS
x1
1.37%
$2.271
$2.271
+$0.634
38.76%
Rocket Lab Corp
RKLB
x1
1.31%
$2.17
$2.17
+$0.809
59.47%
BRO
Dutch Bros
BROS
x1
1.22%
$2.013
$2.013
+$0.001
0.06%
Mercadolibre
MELI
x1
1.17%
$1.934
$1.934
-$0.494
20.36%
Zscaler
ZS
x1
1.15%
$1.895
$1.895
-$0.231
10.88%
Robinhood
HOOD
x1
0.95%
$1.569
$1.569
-$0.148
8.60%
Chipotle
CMG
x1
0.93%
$1.532
$1.532
-$0.224
12.74%
L3Harris Technologies
LHX
x1
0.86%
$1.423
$1.423
+$0.028
2.04%
RBR
Rubrik
RBRK
x1
0.83%
$1.378
$1.378
-$0.393
22.20%
DBR
DigitalBridge
DBRG
x1
0.78%
$1.289
$1.289
+$0.375
41.08%
UnitedHealth Group Incorporated
UNH
x1
0.77%
$1.275
$1.275
+$0.329
34.73%
SAI
SailPoint, Inc.
SAIL
x1
0.74%
$1.228
$1.228
-$0.275
18.32%
Lockheed
LMT
x1
0.73%
$1.202
$1.202
+$0.277
29.97%
AeroVironment
AVAV
x1
0.69%
$1.136
$1.136
-$0.579
33.77%
JOB
Joby Aviation
JOBY
x1
0.46%
$0.754
$0.754
-$0.723
48.97%
Netflix
NFLX
x1
0.45%
$0.749
$0.749
-$0.486
39.35%
HubSpot
HUBS
x1
0.30%
$0.492
$0.492
-$0.478
49.29%
Roblox
RBLX
x1
0.25%
$0.412
$0.412
-$1.152
73.67%
SMR
Nuscale Power
SMR
x1
0.16%
$0.257
$0.257
-$0.964
78.93%
Allocation
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Type
Positions
Regions
Sectors
Industries
Assets
Countries
Currencies
Market cap
Total Net Worth
$13,725.77
Real-time data from LSX
· Fundamentals & EOD data from FactSet