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VinCarl

🇵🇭 Philippines · @vinjp

Positions54

Investing since08.2025

Positions

Title

Weight

Position

P/L

NBI

Nebius Group NV

NBISx1

4.80%

$6.615

+$4.561

222.08%

GEV

GE Vernova

GEVx1

4.66%

$6.426

+$4.181

186.22%

Broadcom

AVGOx1

3.95%

$5.448

+$2.902

113.95%

Cameco

CCOx1

3.75%

$5.165

+$3.004

139.05%

MasTec

MTZx1

3.47%

$4.791

+$2.746

134.24%

Quanta Services

PWRx1

2.90%

$4.003

+$1.801

81.80%

Vertiv Holdg

VRTx1

2.90%

$4.00

+$2.164

117.91%

DigitalOceanHldg

DOCNx1

2.66%

$3.664

+$2.353

179.41%

Alphabet

GOOGLx1

2.63%

$3.624

+$1.693

87.72%

McKesson

MCKx1

2.62%

$3.61

+$1.62

81.42%

BWX Technologies

BWXTx1

2.53%

$3.487

+$1.346

62.87%

AMD

AMDx1

2.41%

$3.32

+$1.153

53.21%

Amer Superconduc

AMSCx1

2.40%

$3.304

+$1.086

48.95%

AST

Ast Spacemobile

ASTSx1

2.40%

$3.303

+$1.667

101.88%

Archer Aviation

ACHRx1

2.39%

$3.296

+$1.197

57.07%

Nvidia

NVDAx1

2.22%

$3.067

+$0.963

45.76%

Cognex

CGNXx1

2.18%

$3.007

+$0.883

41.55%

Spotify Tech

SPOTx1

2.17%

$2.988

+$0.636

27.05%

URA

Other Global X Uranium ETF

URAx1

2.17%

$2.988

+$1.036

53.09%

GDS Holdings Limited ADR Representing 8

GDSx1

2.15%

$2.964

+$0.998

50.77%

Vistra Corp

VSTx1

2.01%

$2.767

+$0.516

22.95%

SOU

SoundHound AI

SOUNx1

2.00%

$2.764

+$0.533

23.88%

Snowflake

SNOWx1

1.91%

$2.629

+$0.48

22.33%

RDD

RDDTx1

1.90%

$2.626

+$0.342

14.97%

Natera

NTRAx1

1.84%

$2.544

+$0.604

31.11%

Constellation PA

CEGx1

1.82%

$2.504

+$0.316

14.43%

CrowdStrike Hldg

CRWDx1

1.77%

$2.436

+$0.386

18.83%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1.75%

$2.418

+$0.779

47.54%

Shopify

SHOPx1

1.75%

$2.415

+$0.464

23.78%

Howmet

HWMx1

1.74%

$2.395

+$0.619

34.88%

APP

Applovin

APPx1

1.72%

$2.368

+$0.251

11.83%

Healthequity

HQYx1

1.62%

$2.24

+$0.144

6.90%

Roku

ROKUx1

1.59%

$2.186

+$0.342

18.58%

Rocket Lab Corp

RKLBx1

1.50%

$2.073

+$0.712

52.35%

Amphenol

APHx1

1.32%

$1.826

+$0.267

17.12%

L3Harris Technologies

LHXx1

1.32%

$1.814

+$0.42

30.11%

Mercadolibre

MELIx1

1.27%

$1.749

-$0.68

27.99%

Datadog

DDOGx1

1.24%

$1.715

-$0.114

6.23%

Zscaler

ZSx1

1.23%

$1.702

-$0.425

19.97%

Palo Alto Networks

PANWx1

1.21%

$1.665

-$0.319

16.09%

BRO

Dutch Bros

BROSx1

1.12%

$1.54

-$0.472

23.47%

Chipotle

CMGx1

0.98%

$1.346

-$0.41

23.34%

AeroVironment

AVAVx1

0.95%

$1.314

-$0.401

23.37%

Lockheed

LMTx1

0.92%

$1.269

+$0.344

37.15%

DBR

DigitalBridge

DBRGx1

0.91%

$1.256

+$0.343

37.52%

Robinhood

HOODx1

0.87%

$1.195

-$0.522

30.39%

Netflix

NFLXx1

0.73%

$1.006

-$0.229

18.56%

RBR

Rubrik

RBRKx1

0.68%

$0.94

-$0.831

46.93%

SAI

SailPoint, Inc.

SAILx1

0.67%

$0.927

-$0.576

38.34%

JOB

Joby Aviation

JOBYx1

0.63%

$0.864

-$0.613

41.47%

UnitedHealth Group Incorporated

UNHx1

0.61%

$0.847

-$0.10

10.55%

Roblox

RBLXx1

0.49%

$0.669

-$0.894

57.18%

HubSpot

HUBSx1

0.36%

$0.499

-$0.471

48.56%

SMR

Nuscale Power

SMRx1

0.23%

$0.31

-$0.911

74.60%

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

Allocation

Total Net Worth

$12,245.22

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