A transparent overview of my current holdings inside the StockCounterParts research universe. Portfolio weights are shown in percent only.
Crocs
49.40%
Nebius
16.44%
Duolingo
13.59%
SAP
7.34%
ServiceNow
5.65%
Generate Biomedicines
5.29%
CoreWeave
2.29%
This is a personal transparency page, not investment advice. Portfolio weights are based on current position values and may change over time.
Most investors know NVIDIA but not Cambricon. They know Nike but not Anta. I built StockCounterparts because I believe you can't understand global markets if you only see one half.
