MarceloMosteiro avatar

MarceloMosteiro
🇳🇴 Income Retail, Tech, and Software Investor.
446 copiers.

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MetaMeta (META)
25.95%24.86%78.44%-
AppleApple (AAPL)
12.71%3.3%78.44%-
NVIDIANVIDIA (NVDA)
12.67%37.79%50.9%-
AmazonAmazon (AMZN)
9.58%9.43%78.44%-
JeppeKirkBondeJeppeKirkBonde
8.26%0%15.87%2/1/2023
MicrosoftMicrosoft (MSFT)
2.09%7.24%27.64%-
SkechersSkechers (SKX)
1.81%4.43%27.64%-
Li AutoLi Auto (LI)
1.4%4.43%27.05%-
DeltaDelta (DAL)
1.15%4.79%27.54%-
PorschePorsche (P911.DE)
1.05%0%10.78%1/31/2023
ACM ResearchACM Research (ACMR)
0.57%0%13.17%6/5/2024
TSMCTSMC (TSM)
0.17%2.55%6.79%-
MeituanMeituan (03690.HK)
0.02%0%29.54%1/24/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      MetaMeta (META)
      35.54%52.01%
      NVIDIANVIDIA (NVDA)
      37.84%26.95%
      AppleApple (AAPL)
      18.57%15%
      AmazonAmazon (AMZN)
      8.03%5.98%
      MeituanMeituan (03690.HK)
      0%0.04%