Founder Portfolio

Where I Invest

Portfolio snapshot

Current holdings by weight

A transparent view of my current positions inside the StockCounterparts research universe. Weights are shown in percent only.

7
Holdings
49.40%
Largest position
01
Crocs
Consumer brand
49.40%
Profile
02
Nebius
AI infrastructure
16.44%
Profile
03
Duolingo
Consumer software
13.59%
Profile
04
SAP
Enterprise software
7.34%
Profile
05
ServiceNow
Workflow automation
5.65%
Profile
06
Generate Biomedicines
AI drug discovery
5.29%
Profile
07
CoreWeave
AI cloud compute
2.29%
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