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VinCarl

@vinjp

Positions54

Investing since08.2025

Positions

Title

Weight

Position

P/L

NBI

Nebius Group NV

NBISx1

8.50%

$14.83

+$12.77

621.83%

AMD

AMDx1

4.57%

$7.971

+$5.804

267.85%

Broadcom

AVGOx1

4.08%

$7.117

+$4.571

179.50%

DigitalOceanHldg

DOCNx1

3.92%

$6.834

+$5.522

421.07%

GEV

GE Vernova

GEVx1

3.90%

$6.801

+$4.556

202.92%

MasTec

MTZx1

3.03%

$5.288

+$3.242

158.51%

Cameco

CCOx1

2.99%

$5.219

+$3.059

141.56%

Quanta Services

PWRx1

2.88%

$5.027

+$2.825

128.28%

Vertiv Holdg

VRTx1

2.80%

$4.882

+$3.047

165.98%

Amer Superconduc

AMSCx1

2.67%

$4.659

+$2.441

110.06%

Alphabet Inc. Class A

GOOGLx1

2.52%

$4.393

+$2.463

127.58%

Snowflake

SNOWx1

2.43%

$4.24

+$2.091

97.28%

CrowdStrike Hldg

CRWDx1

2.37%

$4.131

+$2.081

101.53%

Cognex

CGNXx1

2.29%

$4.001

+$1.876

88.34%

Archer Aviation

ACHRx1

2.28%

$3.968

+$1.87

89.14%

AST

Ast Spacemobile

ASTSx1

2.12%

$3.696

+$2.059

125.85%

Nvidia

NVDAx1

2.11%

$3.676

+$1.571

74.68%

Datadog

DDOGx1

2.08%

$3.625

+$1.797

98.25%

APP

Applovin

APPx1

2.00%

$3.483

+$1.365

64.48%

Rocket Lab Corp

RKLBx1

1.97%

$3.431

+$2.07

152.18%

SOU

SoundHound AI

SOUNx1

1.89%

$3.294

+$1.063

47.64%

RDD

RDDTx1

1.87%

$3.269

+$0.985

43.13%

URA

Other Global X Uranium ETF

URAx1

1.77%

$3.081

+$1.13

57.89%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1.76%

$3.06

+$1.421

86.70%

McKesson

MCKx1

1.74%

$3.035

+$1.045

52.50%

Spotify Tech

SPOTx1

1.72%

$3.008

+$0.655

27.86%

BWX Technologies

BWXTx1

1.70%

$2.961

+$0.82

38.32%

Palo Alto Networks

PANWx1

1.62%

$2.833

+$0.849

42.76%

Vistra Corp

VSTx1

1.60%

$2.798

+$0.548

24.34%

Roku

ROKUx1

1.60%

$2.796

+$0.953

51.69%

Natera

NTRAx1

1.49%

$2.591

+$0.651

33.55%

Howmet

HWMx1

1.46%

$2.55

+$0.775

43.64%

GDS Holdings Limited ADR Representing 8

GDSx1

1.42%

$2.483

+$0.517

26.32%

Constellation PA

CEGx1

1.41%

$2.457

+$0.268

12.26%

Shopify

SHOPx1

1.35%

$2.356

+$0.405

20.74%

Healthequity

HQYx1

1.30%

$2.275

+$0.18

8.57%

Amphenol

APHx1

1.19%

$2.081

+$0.522

33.45%

BRO

Dutch Bros

BROSx1

0.99%

$1.731

-$0.281

13.97%

Mercadolibre

MELIx1

0.96%

$1.678

-$0.751

30.91%

Zscaler

ZSx1

0.95%

$1.648

-$0.478

22.49%

L3Harris Technologies

LHXx1

0.89%

$1.56

+$0.166

11.90%

Robinhood

HOODx1

0.82%

$1.438

-$0.278

16.21%

RBR

Rubrik

RBRKx1

0.82%

$1.423

-$0.348

19.63%

AeroVironment

AVAVx1

0.77%

$1.344

-$0.371

21.64%

SAI

SailPoint, Inc.

SAILx1

0.75%

$1.312

-$0.191

12.70%

DBR

DigitalBridge

DBRGx1

0.73%

$1.281

+$0.367

40.21%

Chipotle

CMGx1

0.68%

$1.184

-$0.572

32.56%

UnitedHealth Group Incorporated

UNHx1

0.68%

$1.184

+$0.237

25.05%

JOB

Joby Aviation

JOBYx1

0.66%

$1.148

-$0.329

22.29%

Lockheed

LMTx1

0.60%

$1.054

+$0.129

13.94%

Netflix

NFLXx1

0.48%

$0.844

-$0.39

31.61%

Roblox

RBLXx1

0.28%

$0.492

-$1.071

68.53%

HubSpot

HUBSx1

0.27%

$0.464

-$0.505

52.14%

SMR

Nuscale Power

SMRx1

0.22%

$0.375

-$0.847

69.29%

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

Allocation

Total Net Worth

$14,030.37

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