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VinCarl

@vinjp

Posizioni54

Investito da08.2025

Posizioni

Titolo

Peso

Posizione

P/L

Nebius Group NV

NBISx1

9,27%

15,75 USD

+13,70 USD

666,86%

AMD

AMDx1

4,65%

7,90 USD

+5,733 USD

264,56%

GEV

GE Vernova

GEVx1

4,45%

7,561 USD

+5,316 USD

236,76%

Broadcom

AVGOx1

3,92%

6,668 USD

+4,121 USD

161,86%

DigitalOceanHldg

DOCNx1

3,59%

6,10 USD

+4,789 USD

365,13%

MasTec

MTZx1

3,31%

5,62 USD

+3,575 USD

174,77%

Quanta Services

PWRx1

2,96%

5,033 USD

+2,831 USD

128,55%

Vertiv Holdg

VRTx1

2,88%

4,891 USD

+3,055 USD

166,43%

Cameco

CCOx1

2,87%

4,886 USD

+2,726 USD

126,16%

Alphabet Inc. Class A

GOOGLx1

2,52%

4,288 USD

+2,357 USD

122,11%

Amer Superconduc

AMSCx1

2,52%

4,28 USD

+2,062 USD

92,98%

CrowdStrike Hldg

CRWDx1

2,44%

4,146 USD

+2,096 USD

102,26%

Snowflake

SNOWx1

2,37%

4,032 USD

+1,883 USD

87,58%

Cognex

CGNXx1

2,31%

3,93 USD

+1,806 USD

85,05%

Nvidia

NVDAx1

2,05%

3,478 USD

+1,374 USD

65,29%

BWX Technologies

BWXTx1

2,02%

3,43 USD

+1,289 USD

60,23%

RDD

RDDTx1

1,90%

3,238 USD

+0,955 USD

41,81%

Datadog

DDOGx1

1,87%

3,177 USD

+1,349 USD

73,77%

McKesson

MCKx1

1,85%

3,143 USD

+1,153 USD

57,92%

Archer Aviation

ACHRx1

1,85%

3,141 USD

+1,043 USD

49,69%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1,85%

3,14 USD

+1,501 USD

91,59%

Roku

ROKUx1

1,81%

3,073 USD

+1,23 USD

66,71%

Vistra Corp

VSTx1

1,77%

3,011 USD

+0,761 USD

33,80%

Palo Alto Networks

PANWx1

1,71%

2,908 USD

+0,924 USD

46,55%

Natera

NTRAx1

1,69%

2,871 USD

+0,931 USD

47,99%

APP

Applovin

APPx1

1,67%

2,846 USD

+0,729 USD

34,43%

Howmet

HWMx1

1,66%

2,819 USD

+1,044 USD

58,78%

Spotify Tech

SPOTx1

1,63%

2,775 USD

+0,423 USD

17,98%

Global X Uranium ETF

URAx1

1,61%

2,745 USD

+0,793 USD

40,64%

Rocket Lab Corp

RKLBx1

1,60%

2,718 USD

+1,357 USD

99,76%

SOU

SoundHound AI

SOUNx1

1,54%

2,626 USD

+0,394 USD

17,67%

Constellation PA

CEGx1

1,47%

2,496 USD

+0,308 USD

14,06%

AST

Ast Spacemobile

ASTSx1

1,46%

2,485 USD

+0,849 USD

51,88%

Amphenol

APHx1

1,39%

2,357 USD

+0,798 USD

51,16%

Shopify

SHOPx1

1,34%

2,278 USD

+0,327 USD

16,76%

Healthequity

HQYx1

1,33%

2,268 USD

+0,173 USD

8,26%

GDS Holdings Limited ADR Representing 8

GDSx1

1,31%

2,224 USD

+0,259 USD

13,16%

BRO

Dutch Bros

BROSx1

1,21%

2,062 USD

+0,05 USD

2,50%

Robinhood

HOODx1

1,03%

1,747 USD

+0,03 USD

1,76%

Mercadolibre

MELIx1

1,00%

1,707 USD

-0,721 USD

29,71%

Zscaler

ZSx1

0,93%

1,584 USD

-0,542 USD

25,50%

L3Harris Technologies

LHXx1

0,88%

1,496 USD

+0,102 USD

7,29%

RBR

Rubrik

RBRKx1

0,81%

1,372 USD

-0,399 USD

22,55%

Chipotle

CMGx1

0,76%

1,288 USD

-0,467 USD

26,62%

DBR

DigitalBridge

DBRGx1

0,75%

1,276 USD

+0,363 USD

39,70%

UnitedHealth Group Incorporated

UNHx1

0,73%

1,234 USD

+0,287 USD

30,37%

AeroVironment

AVAVx1

0,62%

1,048 USD

-0,667 USD

38,87%

Lockheed

LMTx1

0,59%

1,007 USD

+0,082 USD

8,86%

JOB

Joby Aviation

JOBYx1

0,56%

0,948 USD

-0,53 USD

35,85%

SAI

SailPoint, Inc.

SAILx1

0,53%

0,904 USD

-0,599 USD

39,86%

Netflix

NFLXx1

0,43%

0,737 USD

-0,498 USD

40,32%

Roblox

RBLXx1

0,33%

0,553 USD

-1,011 USD

64,63%

HubSpot

HUBSx1

0,22%

0,369 USD

-0,60 USD

61,91%

SMR

Nuscale Power

SMRx1

0,20%

0,332 USD

-0,89 USD

72,82%

Dati LSX · Dati finanziari di FactSet

Allocazione

Patrimonio totale

13.939,04 USD

Dati LSX · Dati finanziari di FactSet