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VinCarl

@vinjp

Posizioni54

Investito da08.2025

Posizioni

Titolo

Peso

Posizione

P/L

Nebius Group NV

NBISx1

7,03%

11,85 USD

+9,80 USD

476,98%

AMD

AMDx1

5,06%

8,528 USD

+6,361 USD

293,57%

GEV

GE Vernova

GEVx1

4,50%

7,583 USD

+5,338 USD

237,78%

Broadcom

AVGOx1

4,05%

6,832 USD

+4,285 USD

168,30%

MasTec

MTZx1

3,08%

5,198 USD

+3,153 USD

154,14%

DigitalOceanHldg

DOCNx1

3,06%

5,168 USD

+3,856 USD

294,05%

CrowdStrike Hldg

CRWDx1

3,03%

5,114 USD

+3,064 USD

149,47%

Snowflake

SNOWx1

2,86%

4,824 USD

+2,674 USD

124,41%

Quanta Services

PWRx1

2,77%

4,673 USD

+2,471 USD

112,21%

Vertiv Holdg

VRTx1

2,75%

4,636 USD

+2,80 USD

152,55%

Alphabet Inc. Class A

GOOGLx1

2,60%

4,379 USD

+2,449 USD

126,87%

Cameco

CCOx1

2,49%

4,194 USD

+2,033 USD

94,10%

Cognex

CGNXx1

2,36%

3,982 USD

+1,858 USD

87,46%

RDDTx1

2,32%

3,908 USD

+1,624 USD

71,12%

Datadog

DDOGx1

2,29%

3,854 USD

+2,026 USD

110,78%

Nvidia

NVDAx1

2,17%

3,667 USD

+1,562 USD

74,25%

Palo Alto Networks

PANWx1

2,13%

3,599 USD

+1,614 USD

81,34%

Amer Superconduc

AMSCx1

2,12%

3,582 USD

+1,364 USD

61,50%

Natera

NTRAx1

1,98%

3,338 USD

+1,398 USD

72,03%

McKesson

MCKx1

1,95%

3,284 USD

+1,294 USD

65,01%

Roku

ROKUx1

1,89%

3,186 USD

+1,343 USD

72,84%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1,79%

3,012 USD

+1,373 USD

83,74%

Spotify Tech

SPOTx1

1,76%

2,963 USD

+0,611 USD

25,96%

BWX Technologies

BWXTx1

1,73%

2,922 USD

+0,781 USD

36,47%

Archer Aviation

ACHRx1

1,72%

2,901 USD

+0,803 USD

38,29%

Vistra Corp

VSTx1

1,72%

2,897 USD

+0,646 USD

28,73%

Howmet

HWMx1

1,66%

2,807 USD

+1,032 USD

58,11%

APP

Applovin

APPx1

1,62%

2,736 USD

+0,619 USD

29,22%

SOU

SoundHound AI

SOUNx1

1,57%

2,646 USD

+0,415 USD

18,58%

Shopify

SHOPx1

1,51%

2,549 USD

+0,598 USD

30,65%

Global X Uranium ETF

URAx1

1,50%

2,528 USD

+0,576 USD

29,54%

Healthequity

HQYx1

1,49%

2,507 USD

+0,412 USD

19,65%

Ast Spacemobile

ASTSx1

1,46%

2,469 USD

+0,833 USD

50,92%

Rocket Lab Corp

RKLBx1

1,44%

2,431 USD

+1,071 USD

78,70%

Constellation PA

CEGx1

1,40%

2,355 USD

+0,167 USD

7,63%

GDS Holdings Limited ADR Representing 8

GDSx1

1,37%

2,308 USD

+0,343 USD

17,43%

Amphenol

APHx1

1,34%

2,26 USD

+0,70 USD

44,92%

BRO

Dutch Bros

BROSx1

1,20%

2,032 USD

+0,02 USD

1,01%

Robinhood

HOODx1

1,15%

1,944 USD

+0,228 USD

13,28%

Mercadolibre

MELIx1

1,13%

1,909 USD

-0,519 USD

21,36%

Zscaler

ZSx1

1,11%

1,873 USD

-0,253 USD

11,90%

RBR

Rubrik

RBRKx1

0,96%

1,624 USD

-0,147 USD

8,28%

Chipotle

CMGx1

0,89%

1,504 USD

-0,251 USD

14,32%

L3Harris Technologies

LHXx1

0,89%

1,493 USD

+0,099 USD

7,08%

UnitedHealth Group Incorporated

UNHx1

0,77%

1,302 USD

+0,356 USD

37,55%

DBR

DigitalBridge

DBRGx1

0,76%

1,285 USD

+0,372 USD

40,70%

SAI

SailPoint, Inc.

SAILx1

0,65%

1,095 USD

-0,408 USD

27,14%

Lockheed

LMTx1

0,63%

1,059 USD

+0,134 USD

14,50%

AeroVironment

AVAVx1

0,61%

1,023 USD

-0,692 USD

40,36%

JOB

Joby Aviation

JOBYx1

0,46%

0,784 USD

-0,693 USD

46,95%

Netflix

NFLXx1

0,45%

0,754 USD

-0,481 USD

38,98%

Roblox

RBLXx1

0,36%

0,611 USD

-0,952 USD

60,89%

HubSpot

HUBSx1

0,26%

0,439 USD

-0,53 USD

54,68%

SMR

Nuscale Power

SMRx1

0,15%

0,255 USD

-0,966 USD

79,10%

Dati LSX · Dati finanziari di FactSet

Allocazione

Patrimonio totale

13.890,27 USD

Dati LSX · Dati finanziari di FactSet