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VinCarl

@vinjp

Positions54

Investing since08.2025

Positions

Title

Weight

Position

P/L

Nebius Group NV

NBISx1

7.85%

$12.94

+$10.89

530.23%

AMD

AMDx1

4.31%

$7.111

+$4.944

228.15%

GEV

GE Vernova

GEVx1

4.09%

$6.741

+$4.496

200.26%

Broadcom

AVGOx1

3.83%

$6.316

+$3.77

148.04%

Snowflake

SNOWx1

3.48%

$5.728

+$3.579

166.51%

Cameco

CCOx1

2.85%

$4.694

+$2.534

117.27%

CrowdStrike Hldg

CRWDx1

2.84%

$4.674

+$2.623

127.97%

DigitalOceanHldg

DOCNx1

2.80%

$4.614

+$3.303

251.84%

Quanta Services

PWRx1

2.74%

$4.515

+$2.313

105.04%

Alphabet Inc. Class A

GOOGLx1

2.55%

$4.206

+$2.276

117.88%

Natera

NTRAx1

2.46%

$4.061

+$2.121

109.31%

Vertiv Holdg

VRTx1

2.37%

$3.907

+$2.071

112.83%

Archer Aviation

ACHRx1

2.33%

$3.837

+$1.738

82.85%

MasTec

MTZx1

2.28%

$3.759

+$1.714

83.78%

Nvidia

NVDAx1

2.26%

$3.725

+$1.621

77.03%

Cognex

CGNXx1

2.24%

$3.692

+$1.568

73.84%

Palo Alto Networks

PANWx1

2.22%

$3.654

+$1.67

84.13%

Roku

ROKUx1

2.14%

$3.531

+$1.688

91.58%

McKesson

MCKx1

2.13%

$3.518

+$1.528

76.81%

Datadog

DDOGx1

2.03%

$3.339

+$1.511

82.63%

Spotify Tech

SPOTx1

1.99%

$3.274

+$0.922

39.21%

Shopify

SHOPx1

1.84%

$3.04

+$1.089

55.81%

Amer Superconduc

AMSCx1

1.83%

$3.009

+$0.791

35.65%

SOU

SoundHound AI

SOUNx1

1.81%

$2.984

+$0.753

33.75%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1.80%

$2.973

+$1.334

81.37%

RDDTx1

1.77%

$2.916

+$0.632

27.68%

Global X Uranium ETF

URAx1

1.71%

$2.815

+$0.864

44.26%

Healthequity

HQYx1

1.69%

$2.791

+$0.696

33.23%

Howmet

HWMx1

1.68%

$2.774

+$0.998

56.23%

BWX Technologies

BWXTx1

1.55%

$2.562

+$0.422

19.70%

Constellation PA

CEGx1

1.52%

$2.501

+$0.313

14.30%

Vistra Corp

VSTx1

1.52%

$2.50

+$0.249

11.08%

Ast Spacemobile

ASTSx1

1.45%

$2.382

+$0.745

45.55%

GDS Holdings Limited ADR Representing 8

GDSx1

1.40%

$2.315

+$0.349

17.77%

Amphenol

APHx1

1.35%

$2.218

+$0.659

42.26%

Zscaler

ZSx1

1.34%

$2.209

+$0.083

3.90%

Rocket Lab Corp

RKLBx1

1.32%

$2.182

+$0.822

60.40%

Mercadolibre

MELIx1

1.19%

$1.964

-$0.465

19.13%

Robinhood

HOODx1

1.13%

$1.864

+$0.148

8.61%

Applovin

APPx1

1.13%

$1.86

-$0.257

12.14%

RBR

Rubrik

RBRKx1

1.10%

$1.808

+$0.037

2.11%

BRO

Dutch Bros

BROSx1

0.93%

$1.525

-$0.487

24.20%

Chipotle

CMGx1

0.91%

$1.492

-$0.264

15.03%

L3Harris Technologies

LHXx1

0.83%

$1.364

-$0.031

2.20%

SAI

SailPoint, Inc.

SAILx1

0.81%

$1.339

-$0.164

10.94%

DBR

DigitalBridge

DBRGx1

0.79%

$1.295

+$0.382

41.82%

UnitedHealth Group Incorporated

UNHx1

0.73%

$1.198

+$0.251

26.52%

Lockheed

LMTx1

0.70%

$1.155

+$0.23

24.87%

AeroVironment

AVAVx1

0.70%

$1.146

-$0.569

33.20%

Netflix

NFLXx1

0.49%

$0.816

-$0.419

33.95%

JOB

Joby Aviation

JOBYx1

0.46%

$0.764

-$0.713

48.25%

HubSpot

HUBSx1

0.30%

$0.491

-$0.478

49.31%

Roblox

RBLXx1

0.26%

$0.429

-$1.134

72.55%

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

$13,550.87

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