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Hey guys, just sharing my portfolio with you all, and would love to get your insights. Apart from Google, Adobe Abcellera, Enphase, Shoals, and the Chinese ETFs, most of those picks are very recent, following the selloff in software stocks.
I think some stocks here are not much discussed on this sub, so hopefully it gives some of you guys ideas, and sparks some good conversations :)
* **GOOG (8.4%)** \- Google.
* **ENPH (6.6%)** \- Enphase, global energy technology company focusing on solar microinverter systems.
* **OTCMKTS:AKRBF (6.4%)** \- Aker BP, Norwegian independent oil and gas exploration and production company.
* **HKG:0992 (6.2%)** \- Lenovo.
* **CRM (6.2%)** \- Salesforce.
* **GTLB (6.2%)** \- Gitlab.
* **ZETA (5.8%)** \- Zeta, AI-powered marketing cloud for customer acquisition and retention.
* **ADBE (5.8%)** \- Adobe.
* **EPA:MC (4.8%)** \- LVMH, global leader in luxury goods across multiple prestige industries.
* **WDEF (4.5%)** \- ETF tracking leading European aerospace and defense companies.
* **SHLS (4.5%)** \- Shoals Technology, provider of electrical balance of system solutions for solar.
* **ABCL (4.5%)** \- Abcellera Biologics, biotech company using AI for rapid therapeutic antibody discovery.
* **GRAB (4.4%)** \- Grab, Southeast Asia’s leading super-app for transport and delivery services.
* **AMS:ADYEN (4.3%)** \- Adyen, global payments platform facilitating end-to-end modern commerce transactions.
* **PINS (4.3%)** \- Pinterest.
* **EPA:DSY (4.2%)** \- Dassault Systemes, software giant specializing in 3D design and engineering solutions.
* **CDLR (4.1%)** \- Cadeler, supplier of offshore wind turbine installation and maintenance services.
* **LON:HSTE (3.2%)** \- ETF tracking the 30 largest tech stocks in Hong Kong.
* **LON:KWEB (3.2%)** \- ETF tracking leading China-based companies in the internet sector.
* **EPA:NK (2.6%)** \- Imerys, global leader in the design and manufacture of cable systems.