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VinCarl

@vinjp

Posizioni54

Investito da08.2025

Posizioni

Titolo

Peso

Posizione

P/L

Nebius Group NV

NBISx1

7,84%

12,92 USD

+10,87 USD

529,09%

AMD

AMDx1

4,31%

7,107 USD

+4,94 USD

227,96%

GEV

GE Vernova

GEVx1

4,09%

6,74 USD

+4,495 USD

200,22%

Broadcom

AVGOx1

3,83%

6,314 USD

+3,768 USD

147,98%

Snowflake

SNOWx1

3,48%

5,728 USD

+3,579 USD

166,51%

Cameco

CCOx1

2,85%

4,694 USD

+2,534 USD

117,27%

CrowdStrike Hldg

CRWDx1

2,84%

4,681 USD

+2,631 USD

128,33%

DigitalOceanHldg

DOCNx1

2,80%

4,614 USD

+3,303 USD

251,84%

Quanta Services

PWRx1

2,74%

4,515 USD

+2,313 USD

105,04%

Alphabet Inc. Class A

GOOGLx1

2,55%

4,205 USD

+2,275 USD

117,84%

Natera

NTRAx1

2,46%

4,061 USD

+2,121 USD

109,31%

Vertiv Holdg

VRTx1

2,37%

3,908 USD

+2,072 USD

112,90%

Archer Aviation

ACHRx1

2,33%

3,837 USD

+1,738 USD

82,85%

MasTec

MTZx1

2,28%

3,759 USD

+1,714 USD

83,78%

Nvidia

NVDAx1

2,26%

3,723 USD

+1,619 USD

76,93%

Cognex

CGNXx1

2,24%

3,691 USD

+1,567 USD

73,77%

Palo Alto Networks

PANWx1

2,22%

3,654 USD

+1,67 USD

84,13%

Roku

ROKUx1

2,14%

3,531 USD

+1,688 USD

91,58%

McKesson

MCKx1

2,14%

3,518 USD

+1,528 USD

76,81%

Datadog

DDOGx1

2,03%

3,339 USD

+1,511 USD

82,63%

Spotify Tech

SPOTx1

1,99%

3,274 USD

+0,922 USD

39,21%

Shopify

SHOPx1

1,84%

3,04 USD

+1,089 USD

55,81%

Amer Superconduc

AMSCx1

1,83%

3,009 USD

+0,791 USD

35,65%

SOU

SoundHound AI

SOUNx1

1,81%

2,984 USD

+0,753 USD

33,75%

Taiwan Semiconductor Manufacturing ADR

TSMx1

1,80%

2,969 USD

+1,33 USD

81,11%

RDDTx1

1,78%

2,927 USD

+0,644 USD

28,18%

Global X Uranium ETF

URAx1

1,71%

2,815 USD

+0,864 USD

44,26%

Healthequity

HQYx1

1,69%

2,791 USD

+0,696 USD

33,23%

Howmet

HWMx1

1,68%

2,774 USD

+0,998 USD

56,23%

BWX Technologies

BWXTx1

1,55%

2,562 USD

+0,421 USD

19,67%

Constellation PA

CEGx1

1,52%

2,50 USD

+0,311 USD

14,22%

Vistra Corp

VSTx1

1,52%

2,50 USD

+0,249 USD

11,07%

Ast Spacemobile

ASTSx1

1,45%

2,382 USD

+0,745 USD

45,55%

GDS Holdings Limited ADR Representing 8

GDSx1

1,40%

2,315 USD

+0,349 USD

17,77%

Amphenol

APHx1

1,35%

2,218 USD

+0,659 USD

42,24%

Zscaler

ZSx1

1,34%

2,209 USD

+0,083 USD

3,90%

Rocket Lab Corp

RKLBx1

1,32%

2,182 USD

+0,822 USD

60,40%

Mercadolibre

MELIx1

1,19%

1,964 USD

-0,465 USD

19,13%

Robinhood

HOODx1

1,13%

1,864 USD

+0,148 USD

8,60%

Applovin

APPx1

1,13%

1,86 USD

-0,258 USD

12,17%

RBR

Rubrik

RBRKx1

1,10%

1,807 USD

+0,036 USD

2,05%

BRO

Dutch Bros

BROSx1

0,93%

1,525 USD

-0,487 USD

24,20%

Chipotle

CMGx1

0,91%

1,492 USD

-0,264 USD

15,03%

L3Harris Technologies

LHXx1

0,83%

1,364 USD

-0,031 USD

2,20%

SAI

SailPoint, Inc.

SAILx1

0,81%

1,339 USD

-0,164 USD

10,94%

DBR

DigitalBridge

DBRGx1

0,79%

1,295 USD

+0,382 USD

41,82%

UnitedHealth Group Incorporated

UNHx1

0,73%

1,197 USD

+0,25 USD

26,45%

Lockheed

LMTx1

0,70%

1,155 USD

+0,23 USD

24,87%

AeroVironment

AVAVx1

0,70%

1,146 USD

-0,569 USD

33,20%

Netflix

NFLXx1

0,49%

0,816 USD

-0,419 USD

33,95%

JOB

Joby Aviation

JOBYx1

0,46%

0,764 USD

-0,713 USD

48,25%

HubSpot

HUBSx1

0,30%

0,491 USD

-0,478 USD

49,31%

Roblox

RBLXx1

0,26%

0,429 USD

-1,134 USD

72,55%

SMR

Nuscale Power

SMRx1

0,17%

0,287 USD

-0,934 USD

76,47%

Dati LSX · Dati finanziari di FactSet

Allocazione

Patrimonio totale

13.549,56 USD

Dati LSX · Dati finanziari di FactSet