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VinCarl

@vinjp

Positions54

Investing since08.2025

Positions

Title

Weight

Position

P/L

Nebius Group NV

NBISx1

7.10%

$11.96

+$9.91

482.39%

AMD

AMDx1

5.03%

$8.472

+$6.305

290.96%

GEV

GE Vernova

GEVx1

4.51%

$7.602

+$5.357

238.61%

Broadcom

AVGOx1

4.05%

$6.825

+$4.279

168.05%

MasTec

MTZx1

3.07%

$5.167

+$3.122

152.64%

DigitalOceanHldg

DOCNx1

3.06%

$5.148

+$3.836

292.51%

CrowdStrike Hldg

CRWDx1

3.02%

$5.091

+$3.041

148.34%

Snowflake

SNOWx1

2.85%

$4.805

+$2.656

123.55%

Quanta Services

PWRx1

2.78%

$4.677

+$2.475

112.38%

Vertiv Holdg

VRTx1

2.75%

$4.637

+$2.802

152.64%

Alphabet Inc. Class A

GOOGLx1

2.60%

$4.38

+$2.45

126.90%

Cameco

CCOx1

2.49%

$4.191

+$2.031

93.98%

Cognex

CGNXx1

2.35%

$3.966

+$1.842

86.72%

RDDTx1

2.30%

$3.883

+$1.599

70.02%

Datadog

DDOGx1

2.26%

$3.802

+$1.974

107.94%

Nvidia

NVDAx1

2.18%

$3.678

+$1.573

74.77%

Amer Superconduc

AMSCx1

2.14%

$3.603

+$1.385

62.43%

Palo Alto Networks

PANWx1

2.12%

$3.573

+$1.589

80.06%

Natera

NTRAx1

1.98%

$3.338

+$1.398

72.03%

McKesson

MCKx1

1.94%

$3.274

+$1.284

64.51%

Roku

ROKUx1

1.89%

$3.183

+$1.34

72.68%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1.80%

$3.024

+$1.385

84.47%

Spotify Tech

SPOTx1

1.75%

$2.953

+$0.601

25.56%

BWX Technologies

BWXTx1

1.74%

$2.924

+$0.784

36.60%

Vistra Corp

VSTx1

1.72%

$2.902

+$0.651

28.94%

Archer Aviation

ACHRx1

1.72%

$2.899

+$0.801

38.18%

Howmet

HWMx1

1.67%

$2.816

+$1.041

58.61%

APP

Applovin

APPx1

1.63%

$2.743

+$0.626

29.55%

SOU

SoundHound AI

SOUNx1

1.57%

$2.646

+$0.415

18.58%

Shopify

SHOPx1

1.51%

$2.546

+$0.595

30.50%

Global X Uranium ETF

URAx1

1.50%

$2.532

+$0.581

29.77%

Healthequity

HQYx1

1.48%

$2.49

+$0.395

18.84%

Ast Spacemobile

ASTSx1

1.47%

$2.478

+$0.841

51.42%

Rocket Lab Corp

RKLBx1

1.43%

$2.414

+$1.053

77.41%

Constellation PA

CEGx1

1.40%

$2.362

+$0.174

7.93%

GDS Holdings Limited ADR Representing 8

GDSx1

1.37%

$2.307

+$0.341

17.34%

Amphenol

APHx1

1.34%

$2.259

+$0.699

44.86%

BRO

Dutch Bros

BROSx1

1.21%

$2.032

+$0.02

1.01%

Robinhood

HOODx1

1.15%

$1.945

+$0.229

13.32%

Mercadolibre

MELIx1

1.12%

$1.893

-$0.536

22.06%

Zscaler

ZSx1

1.11%

$1.864

-$0.263

12.36%

RBR

Rubrik

RBRKx1

0.95%

$1.604

-$0.167

9.41%

Chipotle

CMGx1

0.88%

$1.489

-$0.267

15.18%

L3Harris Technologies

LHXx1

0.88%

$1.487

+$0.093

6.64%

UnitedHealth Group Incorporated

UNHx1

0.77%

$1.301

+$0.355

37.45%

DBR

DigitalBridge

DBRGx1

0.76%

$1.284

+$0.371

40.62%

SAI

SailPoint, Inc.

SAILx1

0.64%

$1.086

-$0.417

27.74%

Lockheed

LMTx1

0.63%

$1.056

+$0.13

14.10%

AeroVironment

AVAVx1

0.61%

$1.026

-$0.689

40.20%

JOB

Joby Aviation

JOBYx1

0.46%

$0.783

-$0.694

46.99%

Netflix

NFLXx1

0.45%

$0.753

-$0.482

39.03%

Roblox

RBLXx1

0.36%

$0.608

-$0.955

61.09%

HubSpot

HUBSx1

0.25%

$0.429

-$0.54

55.73%

SMR

Nuscale Power

SMRx1

0.15%

$0.255

-$0.966

79.10%

Real-time data from LSX · Fundamentals & EOD data from FactSet

Allocation

Total Net Worth

$13,852.05

Real-time data from LSX · Fundamentals & EOD data from FactSet