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VinCarl

@vinjp

Posizioni54

Investito da08.2025

Posizioni

Titolo

Peso

Posizione

P/L

Nebius Group NV

NBISx1

7,94%

12,97 USD

+10,91 USD

531,27%

AMD

AMDx1

4,37%

7,129 USD

+4,962 USD

228,99%

GEV

GE Vernova

GEVx1

4,14%

6,763 USD

+4,518 USD

201,26%

Broadcom

AVGOx1

3,88%

6,341 USD

+3,795 USD

149,03%

Snowflake

SNOWx1

3,51%

5,736 USD

+3,586 USD

166,84%

Cameco

CCOx1

2,87%

4,68 USD

+2,519 USD

116,59%

CrowdStrike Hldg

CRWDx1

2,86%

4,674 USD

+2,624 USD

127,98%

DigitalOceanHldg

DOCNx1

2,84%

4,636 USD

+3,325 USD

253,52%

Quanta Services

PWRx1

2,76%

4,512 USD

+2,31 USD

104,90%

Alphabet Inc. Class A

GOOGLx1

2,58%

4,206 USD

+2,276 USD

117,90%

Natera

NTRAx1

2,49%

4,061 USD

+2,121 USD

109,31%

Vertiv Holdg

VRTx1

2,40%

3,917 USD

+2,082 USD

113,40%

Archer Aviation

ACHRx1

2,35%

3,835 USD

+1,736 USD

82,76%

Nvidia

NVDAx1

2,28%

3,715 USD

+1,611 USD

76,56%

Cognex

CGNXx1

2,26%

3,692 USD

+1,568 USD

73,82%

Palo Alto Networks

PANWx1

2,23%

3,635 USD

+1,651 USD

83,17%

Roku

ROKUx1

2,16%

3,53 USD

+1,687 USD

91,52%

McKesson

MCKx1

2,16%

3,52 USD

+1,531 USD

76,91%

Datadog

DDOGx1

2,05%

3,342 USD

+1,513 USD

82,76%

Spotify Tech

SPOTx1

2,00%

3,273 USD

+0,921 USD

39,14%

Shopify

SHOPx1

1,87%

3,05 USD

+1,099 USD

56,31%

Amer Superconduc

AMSCx1

1,85%

3,015 USD

+0,797 USD

35,93%

SOU

SoundHound AI

SOUNx1

1,83%

2,984 USD

+0,753 USD

33,75%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1,82%

2,971 USD

+1,332 USD

81,27%

RDDTx1

1,79%

2,926 USD

+0,642 USD

28,12%

Global X Uranium ETF

URAx1

1,73%

2,821 USD

+0,869 USD

44,53%

Healthequity

HQYx1

1,71%

2,79 USD

+0,695 USD

33,16%

Howmet

HWMx1

1,70%

2,769 USD

+0,994 USD

55,98%

BWX Technologies

BWXTx1

1,56%

2,546 USD

+0,405 USD

18,93%

Vistra Corp

VSTx1

1,54%

2,507 USD

+0,257 USD

11,40%

Constellation PA

CEGx1

1,53%

2,501 USD

+0,312 USD

14,26%

Ast Spacemobile

ASTSx1

1,47%

2,399 USD

+0,763 USD

46,62%

GDS Holdings Limited ADR Representing 8

GDSx1

1,42%

2,314 USD

+0,348 USD

17,71%

Zscaler

ZSx1

1,36%

2,228 USD

+0,102 USD

4,78%

Amphenol

APHx1

1,36%

2,223 USD

+0,663 USD

42,55%

Rocket Lab Corp

RKLBx1

1,34%

2,192 USD

+0,831 USD

61,11%

MasTec

MTZx1

1,25%

2,045 USD

+0,00 USD

0,00%

Mercadolibre

MELIx1

1,20%

1,964 USD

-0,465 USD

19,14%

Robinhood

HOODx1

1,14%

1,864 USD

+0,148 USD

8,61%

Applovin

APPx1

1,14%

1,861 USD

-0,256 USD

12,10%

RBR

Rubrik

RBRKx1

1,12%

1,824 USD

+0,052 USD

2,96%

BRO

Dutch Bros

BROSx1

0,93%

1,525 USD

-0,487 USD

24,20%

Chipotle

CMGx1

0,91%

1,489 USD

-0,267 USD

15,21%

L3Harris Technologies

LHXx1

0,83%

1,363 USD

-0,032 USD

2,27%

SAI

SailPoint, Inc.

SAILx1

0,82%

1,344 USD

-0,159 USD

10,57%

DBR

DigitalBridge

DBRGx1

0,80%

1,298 USD

+0,385 USD

42,11%

UnitedHealth Group Incorporated

UNHx1

0,73%

1,196 USD

+0,249 USD

26,31%

Lockheed

LMTx1

0,71%

1,155 USD

+0,229 USD

24,81%

AeroVironment

AVAVx1

0,70%

1,146 USD

-0,569 USD

33,18%

Netflix

NFLXx1

0,50%

0,814 USD

-0,421 USD

34,10%

JOB

Joby Aviation

JOBYx1

0,47%

0,764 USD

-0,713 USD

48,28%

HubSpot

HUBSx1

0,30%

0,491 USD

-0,478 USD

49,34%

Roblox

RBLXx1

0,26%

0,43 USD

-1,133 USD

72,48%

SMR

Nuscale Power

SMRx1

0,18%

0,287 USD

-0,934 USD

76,47%

Dati LSX · Dati finanziari di FactSet

Allocazione

Patrimonio totale

13.437,82 USD

Dati LSX · Dati finanziari di FactSet