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VinCarl

🇵🇭 Philippines · @vinjp

Positions54

Investing since08.2025

Positions

Title

Weight

Position

P/L

NBI

Nebius Group NV

NBISx1

7.89%

$13.58

+$11.53

561.42%

GEV

GE Vernova

GEVx1

4.52%

$7.787

+$5.542

246.84%

Broadcom

AVGOx1

4.42%

$7.616

+$5.069

199.08%

AMD

AMDx1

3.98%

$6.842

+$4.675

215.75%

DigitalOceanHldg

DOCNx1

3.71%

$6.387

+$5.076

387.03%

MasTec

MTZx1

3.60%

$6.203

+$4.158

203.29%

Vertiv Holdg

VRTx1

3.35%

$5.771

+$3.936

214.40%

Quanta Services

PWRx1

3.23%

$5.557

+$3.355

152.34%

Amer Superconduc

AMSCx1

3.20%

$5.516

+$3.298

148.68%

Cameco

CCOx1

2.98%

$5.13

+$2.97

137.45%

Alphabet Inc. Class A

GOOGLx1

2.84%

$4.897

+$2.966

153.66%

Nvidia

NVDAx1

2.37%

$4.078

+$1.973

93.78%

Cognex

CGNXx1

2.35%

$4.041

+$1.917

90.27%

Rocket Lab Corp

RKLBx1

2.34%

$4.028

+$2.667

196.05%

Archer Aviation

ACHRx1

2.27%

$3.907

+$1.808

86.19%

CrowdStrike Hldg

CRWDx1

2.06%

$3.541

+$1.491

72.72%

BWX Technologies

BWXTx1

2.00%

$3.435

+$1.295

60.47%

SOU

SoundHound AI

SOUNx1

1.99%

$3.433

+$1.202

53.85%

URA

Other Global X Uranium ETF

URAx1

1.87%

$3.211

+$1.259

64.54%

GDS Holdings Limited ADR Representing 8

GDSx1

1.85%

$3.188

+$1.223

62.20%

McKesson

MCKx1

1.77%

$3.052

+$1.062

53.34%

RDD

RDDTx1

1.75%

$3.016

+$0.733

32.09%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1.73%

$2.978

+$1.339

81.68%

APP

Applovin

APPx1

1.72%

$2.955

+$0.838

39.56%

AST

Ast Spacemobile

ASTSx1

1.71%

$2.936

+$1.30

79.46%

Datadog

DDOGx1

1.68%

$2.884

+$1.055

57.71%

Roku

ROKUx1

1.64%

$2.825

+$0.982

53.26%

Howmet

HWMx1

1.61%

$2.776

+$1.00

56.34%

Spotify Tech

SPOTx1

1.54%

$2.653

+$0.30

12.77%

Snowflake

SNOWx1

1.52%

$2.608

+$0.459

21.33%

Vistra Corp

VSTx1

1.51%

$2.60

+$0.349

15.51%

Constellation PA

CEGx1

1.47%

$2.528

+$0.34

15.54%

Palo Alto Networks

PANWx1

1.41%

$2.418

+$0.434

21.85%

Natera

NTRAx1

1.39%

$2.389

+$0.449

23.13%

Healthequity

HQYx1

1.26%

$2.172

+$0.077

3.67%

Shopify

SHOPx1

1.17%

$2.018

+$0.067

3.42%

Zscaler

ZSx1

1.10%

$1.891

-$0.236

11.08%

Amphenol

APHx1

1.07%

$1.842

+$0.283

18.13%

Mercadolibre

MELIx1

0.95%

$1.638

-$0.791

32.56%

L3Harris Technologies

LHXx1

0.91%

$1.568

+$0.173

12.44%

BRO

Dutch Bros

BROSx1

0.86%

$1.48

-$0.532

26.44%

Robinhood

HOODx1

0.81%

$1.397

-$0.319

18.58%

Chipotle

CMGx1

0.76%

$1.311

-$0.445

25.36%

DBR

DigitalBridge

DBRGx1

0.74%

$1.275

+$0.362

39.58%

UnitedHealth Group Incorporated

UNHx1

0.71%

$1.219

+$0.272

28.78%

AeroVironment

AVAVx1

0.69%

$1.184

-$0.531

30.95%

RBR

Rubrik

RBRKx1

0.67%

$1.152

-$0.619

34.97%

JOB

Joby Aviation

JOBYx1

0.63%

$1.085

-$0.392

26.53%

Lockheed

LMTx1

0.62%

$1.059

+$0.134

14.52%

SAI

SailPoint, Inc.

SAILx1

0.55%

$0.939

-$0.564

37.55%

Netflix

NFLXx1

0.51%

$0.886

-$0.349

28.24%

Roblox

RBLXx1

0.28%

$0.488

-$1.076

68.79%

HubSpot

HUBSx1

0.22%

$0.375

-$0.594

61.29%

SMR

Nuscale Power

SMRx1

0.21%

$0.366

-$0.856

70.07%

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

Allocation

Total Net Worth

$13,823.81

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