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VinCarl

@vinjp

Posizioni54

Investito da08.2025

Posizioni

Titolo

Peso

Posizione

P/L

Nebius Group NV

NBISx1

7,94%

13,13 USD

+11,08 USD

539,37%

AMD

AMDx1

4,53%

7,489 USD

+5,322 USD

245,60%

GEV

GE Vernova

GEVx1

4,37%

7,217 USD

+4,972 USD

221,47%

Broadcom

AVGOx1

4,13%

6,825 USD

+4,279 USD

168,05%

Snowflake

SNOWx1

3,24%

5,35 USD

+3,20 USD

148,89%

DigitalOceanHldg

DOCNx1

3,17%

5,241 USD

+3,93 USD

299,66%

CrowdStrike Hldg

CRWDx1

3,02%

4,992 USD

+2,942 USD

143,52%

Quanta Services

PWRx1

2,96%

4,89 USD

+2,688 USD

122,07%

Alphabet Inc. Class A

GOOGLx1

2,76%

4,569 USD

+2,638 USD

136,68%

Cameco

CCOx1

2,50%

4,14 USD

+1,98 USD

91,63%

Cognex

CGNXx1

2,50%

4,125 USD

+2,001 USD

94,19%

Vertiv Holdg

VRTx1

2,46%

4,063 USD

+2,228 USD

121,37%

Datadog

DDOGx1

2,39%

3,954 USD

+2,125 USD

116,24%

MasTec

MTZx1

2,28%

3,763 USD

+1,718 USD

84,00%

Nvidia

NVDAx1

2,18%

3,596 USD

+1,492 USD

70,88%

Palo Alto Networks

PANWx1

2,15%

3,552 USD

+1,568 USD

79,00%

McKesson

MCKx1

2,04%

3,379 USD

+1,389 USD

69,78%

Roku

ROKUx1

1,98%

3,277 USD

+1,434 USD

77,78%

Natera

NTRAx1

1,98%

3,275 USD

+1,335 USD

68,79%

Amer Superconduc

AMSCx1

1,92%

3,173 USD

+0,955 USD

43,07%

RDDTx1

1,81%

2,998 USD

+0,714 USD

31,28%

Spotify Tech

SPOTx1

1,81%

2,993 USD

+0,641 USD

27,25%

Archer Aviation

ACHRx1

1,80%

2,97 USD

+0,872 USD

41,57%

Howmet

HWMx1

1,78%

2,94 USD

+1,165 USD

65,62%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1,76%

2,903 USD

+1,264 USD

77,09%

Vistra Corp

VSTx1

1,72%

2,85 USD

+0,599 USD

26,63%

BWX Technologies

BWXTx1

1,69%

2,789 USD

+0,648 USD

30,26%

Healthequity

HQYx1

1,67%

2,768 USD

+0,673 USD

32,10%

Constellation PA

CEGx1

1,52%

2,515 USD

+0,326 USD

14,92%

APP

Applovin

APPx1

1,51%

2,50 USD

+0,383 USD

18,09%

Global X Uranium ETF

URAx1

1,51%

2,50 USD

+0,548 USD

28,09%

SOU

SoundHound AI

SOUNx1

1,51%

2,499 USD

+0,268 USD

12,01%

Shopify

SHOPx1

1,46%

2,41 USD

+0,459 USD

23,54%

Amphenol

APHx1

1,42%

2,343 USD

+0,783 USD

50,23%

GDS Holdings Limited ADR Representing 8

GDSx1

1,41%

2,332 USD

+0,366 USD

18,64%

Ast Spacemobile

ASTSx1

1,37%

2,271 USD

+0,634 USD

38,76%

Rocket Lab Corp

RKLBx1

1,31%

2,17 USD

+0,809 USD

59,47%

BRO

Dutch Bros

BROSx1

1,22%

2,013 USD

+0,001 USD

0,06%

Mercadolibre

MELIx1

1,17%

1,934 USD

-0,494 USD

20,36%

Zscaler

ZSx1

1,15%

1,895 USD

-0,231 USD

10,88%

Robinhood

HOODx1

0,95%

1,569 USD

-0,148 USD

8,60%

Chipotle

CMGx1

0,93%

1,532 USD

-0,224 USD

12,74%

L3Harris Technologies

LHXx1

0,86%

1,423 USD

+0,028 USD

2,04%

RBR

Rubrik

RBRKx1

0,83%

1,378 USD

-0,393 USD

22,20%

DBR

DigitalBridge

DBRGx1

0,78%

1,289 USD

+0,375 USD

41,08%

UnitedHealth Group Incorporated

UNHx1

0,77%

1,275 USD

+0,329 USD

34,73%

SAI

SailPoint, Inc.

SAILx1

0,74%

1,228 USD

-0,275 USD

18,32%

Lockheed

LMTx1

0,73%

1,202 USD

+0,277 USD

29,97%

AeroVironment

AVAVx1

0,69%

1,136 USD

-0,579 USD

33,77%

JOB

Joby Aviation

JOBYx1

0,46%

0,754 USD

-0,723 USD

48,97%

Netflix

NFLXx1

0,45%

0,749 USD

-0,486 USD

39,35%

HubSpot

HUBSx1

0,30%

0,492 USD

-0,478 USD

49,29%

Roblox

RBLXx1

0,25%

0,412 USD

-1,152 USD

73,67%

SMR

Nuscale Power

SMRx1

0,16%

0,257 USD

-0,964 USD

78,93%

Dati LSX · Dati finanziari di FactSet

Allocazione

Patrimonio totale

13.725,77 USD

Dati LSX · Dati finanziari di FactSet