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VinCarl
@vinjp
Positions
54
Investing since
08.2025
Positions
1D
1W
1M
YTD
1Y
Max
Title
Weight
Position
P/L
Nebius Group NV
NBIS
x1
7.85%
$12.94
$12.94
+$10.89
530.23%
AMD
AMD
x1
4.31%
$7.111
$7.111
+$4.944
228.15%
GEV
GE Vernova
GEV
x1
4.09%
$6.741
$6.741
+$4.496
200.26%
Broadcom
AVGO
x1
3.83%
$6.316
$6.316
+$3.77
148.04%
Snowflake
SNOW
x1
3.48%
$5.728
$5.728
+$3.579
166.51%
Cameco
CCO
x1
2.85%
$4.694
$4.694
+$2.534
117.27%
CrowdStrike Hldg
CRWD
x1
2.84%
$4.674
$4.674
+$2.623
127.97%
DigitalOceanHldg
DOCN
x1
2.80%
$4.614
$4.614
+$3.303
251.84%
Quanta Services
PWR
x1
2.74%
$4.515
$4.515
+$2.313
105.04%
Alphabet Inc. Class A
GOOGL
x1
2.55%
$4.206
$4.206
+$2.276
117.88%
Natera
NTRA
x1
2.46%
$4.061
$4.061
+$2.121
109.31%
Vertiv Holdg
VRT
x1
2.37%
$3.907
$3.907
+$2.071
112.83%
Archer Aviation
ACHR
x1
2.33%
$3.837
$3.837
+$1.738
82.85%
MasTec
MTZ
x1
2.28%
$3.759
$3.759
+$1.714
83.78%
Nvidia
NVDA
x1
2.26%
$3.725
$3.725
+$1.621
77.03%
Cognex
CGNX
x1
2.24%
$3.692
$3.692
+$1.568
73.84%
Palo Alto Networks
PANW
x1
2.22%
$3.654
$3.654
+$1.67
84.13%
Roku
ROKU
x1
2.14%
$3.531
$3.531
+$1.688
91.58%
McKesson
MCK
x1
2.13%
$3.518
$3.518
+$1.528
76.81%
Datadog
DDOG
x1
2.03%
$3.339
$3.339
+$1.511
82.63%
Spotify Tech
SPOT
x1
1.99%
$3.274
$3.274
+$0.922
39.21%
Shopify
SHOP
x1
1.84%
$3.04
$3.04
+$1.089
55.81%
Amer Superconduc
AMSC
x1
1.83%
$3.009
$3.009
+$0.791
35.65%
SOU
SoundHound AI
SOUN
x1
1.81%
$2.984
$2.984
+$0.753
33.75%
Taiwan Semiconductor Manufacturing ADR
TSM
x1
1.80%
$2.973
$2.973
+$1.334
81.37%
Reddit
RDDT
x1
1.77%
$2.916
$2.916
+$0.632
27.68%
Global X Uranium ETF
URA
x1
1.71%
$2.815
$2.815
+$0.864
44.26%
Healthequity
HQY
x1
1.69%
$2.791
$2.791
+$0.696
33.23%
Howmet
HWM
x1
1.68%
$2.774
$2.774
+$0.998
56.23%
BWX Technologies
BWXT
x1
1.55%
$2.562
$2.562
+$0.422
19.70%
Constellation PA
CEG
x1
1.52%
$2.501
$2.501
+$0.313
14.30%
Vistra Corp
VST
x1
1.52%
$2.50
$2.50
+$0.249
11.08%
Ast Spacemobile
ASTS
x1
1.45%
$2.382
$2.382
+$0.745
45.55%
GDS Holdings Limited ADR Representing 8
GDS
x1
1.40%
$2.315
$2.315
+$0.349
17.77%
Amphenol
APH
x1
1.35%
$2.218
$2.218
+$0.659
42.26%
Zscaler
ZS
x1
1.34%
$2.209
$2.209
+$0.083
3.90%
Rocket Lab Corp
RKLB
x1
1.32%
$2.182
$2.182
+$0.822
60.40%
Mercadolibre
MELI
x1
1.19%
$1.964
$1.964
-$0.465
19.13%
Robinhood
HOOD
x1
1.13%
$1.864
$1.864
+$0.148
8.61%
Applovin
APP
x1
1.13%
$1.86
$1.86
-$0.257
12.14%
RBR
Rubrik
RBRK
x1
1.10%
$1.808
$1.808
+$0.037
2.11%
BRO
Dutch Bros
BROS
x1
0.93%
$1.525
$1.525
-$0.487
24.20%
Chipotle
CMG
x1
0.91%
$1.492
$1.492
-$0.264
15.03%
L3Harris Technologies
LHX
x1
0.83%
$1.364
$1.364
-$0.031
2.20%
SAI
SailPoint, Inc.
SAIL
x1
0.81%
$1.339
$1.339
-$0.164
10.94%
DBR
DigitalBridge
DBRG
x1
0.79%
$1.295
$1.295
+$0.382
41.82%
UnitedHealth Group Incorporated
UNH
x1
0.73%
$1.198
$1.198
+$0.251
26.52%
Lockheed
LMT
x1
0.70%
$1.155
$1.155
+$0.23
24.87%
AeroVironment
AVAV
x1
0.70%
$1.146
$1.146
-$0.569
33.20%
Netflix
NFLX
x1
0.49%
$0.816
$0.816
-$0.419
33.95%
JOB
Joby Aviation
JOBY
x1
0.46%
$0.764
$0.764
-$0.713
48.25%
HubSpot
HUBS
x1
0.30%
$0.491
$0.491
-$0.478
49.31%
Roblox
RBLX
x1
0.26%
$0.429
$0.429
-$1.134
72.55%
SMR
Nuscale Power
SMR
x1
0.17%
$0.287
$0.287
-$0.934
76.47%
Allocation
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Type
Positions
Regions
Sectors
Industries
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Countries
Currencies
Market cap
Total Net Worth
$13,550.87
Real-time data from LSX
· Fundamentals & EOD data from FactSet