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VinCarl

@vinjp

Positions54

Investing since08.2025

Positions

Title

Weight

Position

P/L

Nebius Group NV

NBISx1

7.87%

$13.00

+$10.94

532.77%

AMD

AMDx1

4.32%

$7.133

+$4.966

229.20%

GEV

GE Vernova

GEVx1

4.10%

$6.772

+$4.527

201.63%

Broadcom

AVGOx1

3.84%

$6.344

+$3.797

149.13%

Snowflake

SNOWx1

3.47%

$5.736

+$3.586

166.84%

Cameco

CCOx1

2.84%

$4.683

+$2.523

116.76%

CrowdStrike Hldg

CRWDx1

2.83%

$4.675

+$2.625

128.02%

DigitalOceanHldg

DOCNx1

2.82%

$4.659

+$3.348

255.26%

Quanta Services

PWRx1

2.73%

$4.513

+$2.311

104.94%

Alphabet Inc. Class A

GOOGLx1

2.55%

$4.207

+$2.277

117.94%

Natera

NTRAx1

2.46%

$4.061

+$2.121

109.31%

Vertiv Holdg

VRTx1

2.38%

$3.929

+$2.093

114.03%

Archer Aviation

ACHRx1

2.32%

$3.835

+$1.736

82.76%

MasTec

MTZx1

2.29%

$3.775

+$1.73

84.58%

Nvidia

NVDAx1

2.25%

$3.718

+$1.614

76.69%

Cognex

CGNXx1

2.24%

$3.693

+$1.569

73.88%

Palo Alto Networks

PANWx1

2.20%

$3.632

+$1.648

83.02%

McKesson

MCKx1

2.14%

$3.531

+$1.541

77.44%

Roku

ROKUx1

2.14%

$3.531

+$1.687

91.55%

Datadog

DDOGx1

2.03%

$3.346

+$1.517

82.99%

Spotify Tech

SPOTx1

1.98%

$3.273

+$0.921

39.14%

Shopify

SHOPx1

1.85%

$3.05

+$1.099

56.31%

Amer Superconduc

AMSCx1

1.82%

$2.999

+$0.781

35.20%

SOU

SoundHound AI

SOUNx1

1.81%

$2.984

+$0.753

33.75%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1.80%

$2.973

+$1.334

81.40%

RDDTx1

1.77%

$2.926

+$0.642

28.12%

Global X Uranium ETF

URAx1

1.71%

$2.821

+$0.869

44.53%

Healthequity

HQYx1

1.69%

$2.79

+$0.695

33.16%

Howmet

HWMx1

1.67%

$2.765

+$0.989

55.71%

BWX Technologies

BWXTx1

1.54%

$2.546

+$0.406

18.95%

Vistra Corp

VSTx1

1.52%

$2.507

+$0.256

11.39%

Constellation PA

CEGx1

1.52%

$2.502

+$0.313

14.32%

Ast Spacemobile

ASTSx1

1.45%

$2.399

+$0.763

46.62%

GDS Holdings Limited ADR Representing 8

GDSx1

1.40%

$2.314

+$0.348

17.71%

Zscaler

ZSx1

1.35%

$2.229

+$0.102

4.80%

Amphenol

APHx1

1.35%

$2.223

+$0.664

42.56%

Rocket Lab Corp

RKLBx1

1.33%

$2.192

+$0.831

61.11%

Mercadolibre

MELIx1

1.19%

$1.964

-$0.465

19.14%

Robinhood

HOODx1

1.13%

$1.871

+$0.155

9.01%

Applovin

APPx1

1.13%

$1.861

-$0.256

12.08%

RBR

Rubrik

RBRKx1

1.11%

$1.825

+$0.054

3.02%

BRO

Dutch Bros

BROSx1

0.92%

$1.525

-$0.487

24.20%

Chipotle

CMGx1

0.90%

$1.487

-$0.268

15.28%

L3Harris Technologies

LHXx1

0.83%

$1.363

-$0.031

2.25%

SAI

SailPoint, Inc.

SAILx1

0.81%

$1.344

-$0.159

10.57%

DBR

DigitalBridge

DBRGx1

0.79%

$1.298

+$0.385

42.11%

UnitedHealth Group Incorporated

UNHx1

0.72%

$1.196

+$0.249

26.31%

Lockheed

LMTx1

0.70%

$1.155

+$0.229

24.81%

AeroVironment

AVAVx1

0.69%

$1.146

-$0.569

33.18%

Netflix

NFLXx1

0.49%

$0.814

-$0.421

34.10%

JOB

Joby Aviation

JOBYx1

0.46%

$0.764

-$0.713

48.28%

HubSpot

HUBSx1

0.30%

$0.489

-$0.481

49.58%

Roblox

RBLXx1

0.26%

$0.43

-$1.133

72.48%

SMR

Nuscale Power

SMRx1

0.17%

$0.287

-$0.934

76.47%

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

Allocation

Total Net Worth

$13,564.79

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