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VinCarl

@vinjp

Posizioni54

Investito da08.2025

Posizioni

Titolo

Peso

Posizione

P/L

NBI

Nebius Group NV

NBISx1

8,44%

14,70 USD

+12,65 USD

615,68%

AMD

AMDx1

4,57%

7,953 USD

+5,786 USD

267,03%

Broadcom

AVGOx1

4,09%

7,122 USD

+4,575 USD

179,69%

DigitalOceanHldg

DOCNx1

3,93%

6,835 USD

+5,524 USD

421,19%

GEV

GE Vernova

GEVx1

3,89%

6,777 USD

+4,532 USD

201,88%

MasTec

MTZx1

3,04%

5,289 USD

+3,244 USD

158,58%

Cameco

CCOx1

3,00%

5,222 USD

+3,061 USD

141,67%

Quanta Services

PWRx1

2,89%

5,028 USD

+2,826 USD

128,33%

Vertiv Holdg

VRTx1

2,81%

4,884 USD

+3,048 USD

166,07%

Amer Superconduc

AMSCx1

2,66%

4,632 USD

+2,414 USD

108,85%

Alphabet Inc. Class A

GOOGLx1

2,52%

4,386 USD

+2,456 USD

127,23%

Snowflake

SNOWx1

2,43%

4,236 USD

+2,087 USD

97,10%

CrowdStrike Hldg

CRWDx1

2,35%

4,094 USD

+2,044 USD

99,70%

Archer Aviation

ACHRx1

2,28%

3,969 USD

+1,871 USD

89,19%

Cognex

CGNXx1

2,28%

3,962 USD

+1,838 USD

86,55%

AST

Ast Spacemobile

ASTSx1

2,13%

3,703 USD

+2,066 USD

126,29%

Nvidia

NVDAx1

2,11%

3,676 USD

+1,572 USD

74,71%

Datadog

DDOGx1

2,08%

3,622 USD

+1,793 USD

98,08%

APP

Applovin

APPx1

2,01%

3,493 USD

+1,376 USD

64,97%

Rocket Lab Corp

RKLBx1

1,97%

3,43 USD

+2,07 USD

152,11%

SOU

SoundHound AI

SOUNx1

1,89%

3,294 USD

+1,063 USD

47,64%

RDD

RDDTx1

1,88%

3,269 USD

+0,986 USD

43,17%

URA

Other Global X Uranium ETF

URAx1

1,76%

3,071 USD

+1,119 USD

57,36%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1,76%

3,063 USD

+1,424 USD

86,87%

McKesson

MCKx1

1,74%

3,036 USD

+1,046 USD

52,54%

Spotify Tech

SPOTx1

1,73%

3,006 USD

+0,654 USD

27,82%

BWX Technologies

BWXTx1

1,70%

2,962 USD

+0,821 USD

38,36%

Palo Alto Networks

PANWx1

1,63%

2,83 USD

+0,845 USD

42,60%

Roku

ROKUx1

1,62%

2,825 USD

+0,981 USD

53,24%

Vistra Corp

VSTx1

1,61%

2,802 USD

+0,551 USD

24,49%

Natera

NTRAx1

1,49%

2,591 USD

+0,651 USD

33,55%

Howmet

HWMx1

1,47%

2,551 USD

+0,776 USD

43,71%

GDS Holdings Limited ADR Representing 8

GDSx1

1,43%

2,484 USD

+0,518 USD

26,35%

Constellation PA

CEGx1

1,41%

2,457 USD

+0,269 USD

12,28%

Shopify

SHOPx1

1,35%

2,349 USD

+0,398 USD

20,40%

Healthequity

HQYx1

1,31%

2,275 USD

+0,18 USD

8,60%

Amphenol

APHx1

1,20%

2,083 USD

+0,524 USD

33,60%

BRO

Dutch Bros

BROSx1

0,99%

1,731 USD

-0,281 USD

13,97%

Mercadolibre

MELIx1

0,96%

1,677 USD

-0,751 USD

30,93%

Zscaler

ZSx1

0,94%

1,644 USD

-0,482 USD

22,68%

L3Harris Technologies

LHXx1

0,90%

1,56 USD

+0,166 USD

11,90%

Robinhood

HOODx1

0,82%

1,432 USD

-0,284 USD

16,55%

RBR

Rubrik

RBRKx1

0,81%

1,413 USD

-0,358 USD

20,22%

AeroVironment

AVAVx1

0,77%

1,341 USD

-0,374 USD

21,80%

SAI

SailPoint, Inc.

SAILx1

0,75%

1,312 USD

-0,191 USD

12,68%

DBR

DigitalBridge

DBRGx1

0,74%

1,281 USD

+0,368 USD

40,25%

Chipotle

CMGx1

0,68%

1,185 USD

-0,57 USD

32,48%

UnitedHealth Group Incorporated

UNHx1

0,68%

1,185 USD

+0,238 USD

25,19%

JOB

Joby Aviation

JOBYx1

0,66%

1,148 USD

-0,329 USD

22,27%

Lockheed

LMTx1

0,61%

1,056 USD

+0,131 USD

14,16%

Netflix

NFLXx1

0,49%

0,846 USD

-0,389 USD

31,47%

Roblox

RBLXx1

0,28%

0,492 USD

-1,071 USD

68,52%

HubSpot

HUBSx1

0,27%

0,464 USD

-0,505 USD

52,13%

SMR

Nuscale Power

SMRx1

0,22%

0,375 USD

-0,847 USD

69,29%

Dati LSX · Dati finanziari di FactSet

Allocazione

Patrimonio totale

14.019,72 USD

Dati LSX · Dati finanziari di FactSet