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VinCarl

🇵🇭 Philippines · @vinjp

Positions54

Investing since08.2025

Positions

Title

Weight

Position

P/L

NBI

Nebius Group NV

NBISx1

5.96%

$9.284

+$7.23

351.99%

GEV

GE Vernova

GEVx1

5.27%

$8.213

+$5.968

265.81%

Broadcom

AVGOx1

4.62%

$7.192

+$4.645

182.43%

Cameco

CCOx1

3.65%

$5.682

+$3.521

162.97%

MasTec

MTZx1

3.47%

$5.412

+$3.366

164.57%

AMD

AMDx1

3.41%

$5.309

+$3.142

145.01%

Vertiv Holdg

VRTx1

3.17%

$4.943

+$3.108

169.31%

Amer Superconduc

AMSCx1

3.12%

$4.86

+$2.642

119.13%

Quanta Services

PWRx1

2.88%

$4.482

+$2.28

103.53%

Alphabet Inc. Class A

GOOGLx1

2.67%

$4.162

+$2.231

115.59%

DigitalOceanHldg

DOCNx1

2.50%

$3.895

+$2.584

197.02%

BWX Technologies

BWXTx1

2.34%

$3.647

+$1.506

70.36%

Nvidia

NVDAx1

2.33%

$3.636

+$1.531

72.77%

Archer Aviation

ACHRx1

2.24%

$3.487

+$1.389

66.20%

URA

Other Global X Uranium ETF

URAx1

2.20%

$3.422

+$1.47

75.35%

McKesson

MCKx1

2.15%

$3.355

+$1.365

68.59%

Cognex

CGNXx1

2.14%

$3.331

+$1.207

56.83%

GDS Holdings Limited ADR Representing 8

GDSx1

2.09%

$3.25

+$1.284

65.32%

SOU

SoundHound AI

SOUNx1

2.05%

$3.188

+$0.957

42.89%

Spotify Tech

SPOTx1

1.99%

$3.106

+$0.754

32.04%

Vistra Corp

VSTx1

1.92%

$2.994

+$0.744

33.06%

RDD

RDDTx1

1.89%

$2.948

+$0.664

29.08%

Constellation PA

CEGx1

1.82%

$2.837

+$0.649

29.65%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1.82%

$2.832

+$1.193

72.77%

AST

Ast Spacemobile

ASTSx1

1.77%

$2.751

+$1.114

68.09%

CrowdStrike Hldg

CRWDx1

1.73%

$2.701

+$0.651

31.76%

APP

Applovin

APPx1

1.71%

$2.666

+$0.549

25.91%

Roku

ROKUx1

1.64%

$2.559

+$0.716

38.84%

Shopify

SHOPx1

1.61%

$2.503

+$0.552

28.31%

Rocket Lab Corp

RKLBx1

1.61%

$2.503

+$1.142

83.94%

Howmet

HWMx1

1.58%

$2.461

+$0.686

38.64%

Natera

NTRAx1

1.58%

$2.46

+$0.52

26.80%

Snowflake

SNOWx1

1.54%

$2.392

+$0.243

11.28%

Healthequity

HQYx1

1.37%

$2.141

+$0.046

2.18%

Amphenol

APHx1

1.37%

$2.137

+$0.578

37.07%

Mercadolibre

MELIx1

1.19%

$1.858

-$0.571

23.50%

Datadog

DDOGx1

1.16%

$1.811

-$0.017

0.95%

Palo Alto Networks

PANWx1

1.14%

$1.781

-$0.204

10.27%

BRO

Dutch Bros

BROSx1

1.07%

$1.668

-$0.344

17.10%

L3Harris Technologies

LHXx1

1.05%

$1.63

+$0.235

16.88%

Zscaler

ZSx1

1.04%

$1.613

-$0.513

24.13%

Robinhood

HOODx1

0.94%

$1.458

-$0.258

15.05%

AeroVironment

AVAVx1

0.90%

$1.401

-$0.314

18.31%

Chipotle

CMGx1

0.89%

$1.383

-$0.373

21.22%

DBR

DigitalBridge

DBRGx1

0.82%

$1.273

+$0.359

39.34%

UnitedHealth Group Incorporated

UNHx1

0.69%

$1.078

+$0.132

13.91%

Lockheed

LMTx1

0.67%

$1.04

+$0.114

12.37%

RBR

Rubrik

RBRKx1

0.61%

$0.949

-$0.822

46.39%

Netflix

NFLXx1

0.60%

$0.94

-$0.295

23.87%

JOB

Joby Aviation

JOBYx1

0.55%

$0.859

-$0.618

41.83%

SAI

SailPoint, Inc.

SAILx1

0.53%

$0.828

-$0.675

44.89%

Roblox

RBLXx1

0.38%

$0.597

-$0.966

61.80%

HubSpot

HUBSx1

0.29%

$0.445

-$0.524

54.08%

SMR

Nuscale Power

SMRx1

0.25%

$0.389

-$0.833

68.16%

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

Allocation

Total Net Worth

$13,314.54

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