ahmedalkiremli avatar

ahmedalkiremli
🇦🇪 Value Software and Durable Goods Investor.
6 copiers.

Holdings over time

(Since February 16, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TeslaTesla (TSLA)
11.88%6.76%99.69%-
MetaMeta (META)
8.27%0%47.91%11/24/2023
NioNio (NIO)
4.4%11.03%36.92%-
AlibabaAlibaba (BABA)
3.98%0%71.76%9/23/2024
Coca-ColaCoca-Cola (KO)
3.58%0%50.73%4/25/2024
ShopifyShopify (SHOP)
3.45%0%73.74%5/22/2024
The Cheesecake FactoryThe Cheesecake Factory (CAKE)
3.24%0%60.67%5/13/2024
AmazonAmazon (AMZN)
3.08%0%71.55%2/2/2024
UdemyUdemy (UDMY)
2.67%8.16%37.55%-
ZoomZoom (ZM)
2.54%0.2%99.16%-
FiverrFiverr (FVRR)
2.52%0.81%49.58%-
DocuSignDocuSign (DOCU)
2.41%0%42.89%9/24/2024
AlphabetAlphabet (GOOGL)
2.32%0%35.88%3/11/2024
SnapchatSnapchat (SNAP)
2.05%0%48.74%9/19/2024
EtsyEtsy (ETSY)
2.05%4.9%82.64%-
AntonioNobileCAntonioNobileC
2%0%39.44%6/22/2023
PayPalPayPal (PYPL)
1.97%0.61%99.06%-
AlphabetAlphabet (GOOG)
1.85%0%56.59%3/13/2024
TeladocTeladoc (TDOC)
1.79%7.18%23.43%-
HertzHertz (HTZ)
1.39%3.89%21.44%-
AppleApple (AAPL)
1.38%0%31.9%4/11/2024
NetflixNetflix (NFLX)
1.34%0%45.71%11/27/2023
DropboxDropbox (DBX)
1.29%0%37.24%10/21/2024
UpworkUpwork (UPWK)
1.22%0%24.58%10/23/2024
FinanzzyklenFinanzzyklen
1.19%0%28.87%6/21/2023
PayoneerPayoneer (PAYO)
1.14%0%11.4%3/21/2024
PolestarPolestar (PSNY)
1.13%0%18.72%9/10/2024
jrotllantjrotllant
1.02%0%28.45%6/20/2023
JORDENBOERJORDENBOER
0.94%0%15.17%6/5/2023
hambearhambear
0.87%0%24.79%5/31/2023
AsanaAsana (ASAN)
0.84%0.12%97.59%-
MicrosoftMicrosoft (MSFT)
0.78%0%44.56%5/16/2023
PUMAPUMA (PUM.DE)
0.77%0%22.38%10/15/2024
adams302adams302
0.76%0%21.65%6/21/2023
eBayeBay (EBAY)
0.68%0%18.51%2/22/2024
Aukie2008Aukie2008
0.65%0%24.9%6/2/2023
UberUber (UBER)
0.46%0%39.23%5/2/2023
LoicInvLoicInv
0.42%0%14.75%6/21/2023
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.42%8.97%7.01%-
BYDBYD (01211.HK)
0.38%0%19.56%6/3/2024
NikeNike (NKE)
0.36%0.11%95.71%-
FordFord (F)
0.35%0%22.49%8/15/2024
StarbucksStarbucks (SBUX)
0.35%0%25.1%8/6/2024
DisneyDisney (DIS)
0.31%0.12%95.71%-
VimeoVimeo (VMEO)
0.3%0%9%7/23/2024
Monday.comMonday.com (MNDY)
0.3%0%22.49%12/7/2023
KlaviyoKlaviyo (KVYO )
0.27%0%13.18%7/17/2024
EWBTraderEWBTrader
0.25%0%8.68%8/23/2022
EthereumEthereum (ETH)
0.2%0%14.44%12/8/2022
SalesforceSalesforce (CRM)
0.18%0%14.54%2/1/2023
VisaVisa (V)
0.17%0%5.86%10/28/2022
ShutterstockShutterstock (SSTK)
0.16%8.53%2.62%-
PepsiCoPepsiCo (PEP)
0.16%0%9.83%11/2/2023
FedExFedEx (FDX)
0.13%0%5.96%2/22/2024
magic_kaitomagic_kaito
0.13%0%3.35%8/23/2022
AdobeAdobe (ADBE)
0.13%0%5.13%10/24/2022
TwilioTwilio (TWLO)
0.12%0%6.07%7/15/2024
NVIDIANVIDIA (NVDA)
0.11%0%8.37%1/9/2024
PinterestPinterest (PINS)
0.11%0%3.45%9/5/2023
IntelIntel (INTC)
0.11%0%2.41%9/16/2024
Mercedes-BenzMercedes-Benz (MBG.DE)
0.1%0%5.54%10/4/2024
McDonald'sMcDonald's (MCD)
0.09%0%14.54%4/4/2024
AdidasAdidas (ADS.DE)
0.05%0%3.77%10/13/2022
VolkswagenVolkswagen (VOW3.DE)
0.03%0%1.15%9/17/2024
Procter & GambleProcter & Gamble (PG)
0.03%0%8.05%11/23/2022
WalmartWalmart (WMT)
0.02%0%1.99%12/18/2023
TwitterTwitter (TWTR)
0.02%0%3.24%8/16/2022
Under ArmourUnder Armour (UAA)
0.01%0%0.94%7/16/2024
BitcoinBitcoin (BTC)
0.01%0%1.36%9/21/2022
TripAdvisorTripAdvisor (TRIP)
0.01%0%0.42%9/6/2024
AramcoAramco (SAOC)
0%0%0.21%8/7/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      TeslaTesla (TSLA)
      12.62%11.8%
      Oil (Non Expiry)Oil (Non Expiry) (OIL)
      8.82%9.13%
      FiverrFiverr (FVRR)
      8.89%8.92%
      Coca-ColaCoca-Cola (KO)
      7.68%7.7%
      AlibabaAlibaba (BABA)
      7.65%7.69%
      PayPalPayPal (PYPL)
      5.86%5.59%
      PUMAPUMA (PUM.DE)
      4.41%4.64%
      EtsyEtsy (ETSY)
      3.86%3.92%
      PayoneerPayoneer (PAYO)
      3.31%3.45%
      SnapchatSnapchat (SNAP)
      3.75%3.34%
      The Cheesecake FactoryThe Cheesecake Factory (CAKE)
      2.74%2.69%
      AsanaAsana (ASAN)
      2.65%2.56%
      eBayeBay (EBAY)
      2.38%2.48%
      BYDBYD (01211.HK)
      1.54%1.53%
      McDonald'sMcDonald's (MCD)
      1.1%1.1%
      ShopifyShopify (SHOP)
      0.55%0.51%
      AmazonAmazon (AMZN)
      0.44%0.43%
      ZoomZoom (ZM)
      0.42%0.25%
      NikeNike (NKE)
      0.22%0.19%
      DisneyDisney (DIS)
      0.22%0.15%