Founder Portfolio

Where I Invest

Portfolio snapshot

Current holdings by weight

A transparent view of my current positions inside the StockCounterparts research universe.

Last updated: August 14, 2026
7
Holdings
54.46%
Largest position
01
Crocs
Consumer brand
54.46%
Profile
02
Duolingo
Consumer software
16.75%
Profile
03
Nebius
AI infrastructure
13.46%
Profile
04
CoreWeave
AI cloud compute
6.40%
Profile
05
ServiceNow
Workflow automation
5.11%
Profile
06
Generate Biomedicines
AI drug discovery
3.30%
Profile
07
Circus SE
AI robotics
0.53%
Profile
Personal transparency, not investment advice. Portfolio weights are based on current position values and can 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.
Dominik Diemer
Founder of StockCounterparts.com