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VinCarl

@vinjp

Posizioni54

Investito da08.2025

Posizioni

Titolo

Peso

Posizione

P/L

NBI

Nebius Group NV

NBISx1

8,51%

14,80 USD

+12,75 USD

620,78%

AMD

AMDx1

4,57%

7,945 USD

+5,778 USD

266,65%

Broadcom

AVGOx1

4,07%

7,073 USD

+4,527 USD

177,79%

GEV

GE Vernova

GEVx1

3,93%

6,831 USD

+4,586 USD

204,28%

DigitalOceanHldg

DOCNx1

3,86%

6,709 USD

+5,397 USD

411,55%

MasTec

MTZx1

3,05%

5,309 USD

+3,264 USD

159,56%

Cameco

CCOx1

3,00%

5,219 USD

+3,059 USD

141,56%

Quanta Services

PWRx1

2,89%

5,025 USD

+2,823 USD

128,19%

Vertiv Holdg

VRTx1

2,82%

4,897 USD

+3,061 USD

166,76%

Amer Superconduc

AMSCx1

2,67%

4,649 USD

+2,431 USD

109,62%

Alphabet Inc. Class A

GOOGLx1

2,54%

4,415 USD

+2,485 USD

128,71%

Snowflake

SNOWx1

2,40%

4,175 USD

+2,026 USD

94,25%

CrowdStrike Hldg

CRWDx1

2,37%

4,123 USD

+2,073 USD

101,10%

Cognex

CGNXx1

2,31%

4,017 USD

+1,893 USD

89,11%

Archer Aviation

ACHRx1

2,26%

3,93 USD

+1,832 USD

87,31%

AST

Ast Spacemobile

ASTSx1

2,15%

3,738 USD

+2,101 USD

128,41%

Nvidia

NVDAx1

2,12%

3,682 USD

+1,578 USD

74,99%

Datadog

DDOGx1

2,08%

3,609 USD

+1,78 USD

97,37%

APP

Applovin

APPx1

1,99%

3,459 USD

+1,342 USD

63,37%

Rocket Lab Corp

RKLBx1

1,97%

3,431 USD

+2,071 USD

152,21%

SOU

SoundHound AI

SOUNx1

1,89%

3,294 USD

+1,063 USD

47,64%

RDD

RDDTx1

1,87%

3,244 USD

+0,96 USD

42,04%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1,77%

3,073 USD

+1,434 USD

87,48%

URA

Other Global X Uranium ETF

URAx1

1,76%

3,061 USD

+1,109 USD

56,84%

McKesson

MCKx1

1,75%

3,035 USD

+1,045 USD

52,52%

Spotify Tech

SPOTx1

1,73%

3,002 USD

+0,65 USD

27,65%

BWX Technologies

BWXTx1

1,70%

2,959 USD

+0,818 USD

38,22%

Palo Alto Networks

PANWx1

1,62%

2,811 USD

+0,826 USD

41,62%

Vistra Corp

VSTx1

1,61%

2,799 USD

+0,549 USD

24,38%

Roku

ROKUx1

1,60%

2,786 USD

+0,943 USD

51,15%

Natera

NTRAx1

1,49%

2,591 USD

+0,651 USD

33,55%

Howmet

HWMx1

1,46%

2,546 USD

+0,77 USD

43,39%

GDS Holdings Limited ADR Representing 8

GDSx1

1,43%

2,483 USD

+0,518 USD

26,34%

Constellation PA

CEGx1

1,41%

2,453 USD

+0,265 USD

12,09%

Shopify

SHOPx1

1,33%

2,314 USD

+0,363 USD

18,62%

Healthequity

HQYx1

1,31%

2,275 USD

+0,18 USD

8,58%

Amphenol

APHx1

1,20%

2,079 USD

+0,519 USD

33,30%

BRO

Dutch Bros

BROSx1

1,00%

1,731 USD

-0,281 USD

13,97%

Mercadolibre

MELIx1

0,97%

1,68 USD

-0,748 USD

30,80%

Zscaler

ZSx1

0,94%

1,628 USD

-0,499 USD

23,46%

L3Harris Technologies

LHXx1

0,89%

1,55 USD

+0,155 USD

11,14%

Robinhood

HOODx1

0,81%

1,415 USD

-0,301 USD

17,54%

RBR

Rubrik

RBRKx1

0,81%

1,405 USD

-0,366 USD

20,65%

AeroVironment

AVAVx1

0,78%

1,35 USD

-0,365 USD

21,28%

SAI

SailPoint, Inc.

SAILx1

0,74%

1,293 USD

-0,211 USD

14,01%

DBR

DigitalBridge

DBRGx1

0,73%

1,278 USD

+0,364 USD

39,90%

UnitedHealth Group Incorporated

UNHx1

0,68%

1,183 USD

+0,237 USD

24,99%

Chipotle

CMGx1

0,68%

1,179 USD

-0,576 USD

32,83%

JOB

Joby Aviation

JOBYx1

0,66%

1,142 USD

-0,335 USD

22,68%

Lockheed

LMTx1

0,61%

1,054 USD

+0,129 USD

13,94%

Netflix

NFLXx1

0,48%

0,842 USD

-0,393 USD

31,84%

Roblox

RBLXx1

0,28%

0,491 USD

-1,073 USD

68,61%

HubSpot

HUBSx1

0,26%

0,457 USD

-0,512 USD

52,87%

SMR

Nuscale Power

SMRx1

0,22%

0,375 USD

-0,847 USD

69,29%

Dati LSX · Dati finanziari di FactSet

Allocazione

Patrimonio totale

14.008,91 USD

Dati LSX · Dati finanziari di FactSet