Michael Szumielewski
Michael Szumielewski @CaridinaCapital
Portfolio
Market (28)
Direction
Invested
P/L(%)
Value
Sell
Buy
Last updated on: 06/12/2025
IB01.L
IB01.L
iShares $ Treasury Bond 0-1yr UCITS ETF
Long
32.56%
2.44%
21.87%
118.50
118.52
UNH
UNH
UnitedHealth
Long
6.32%
-14.96%
3.52%
330.79
330.91
ADBE
ADBE
Adobe Systems Inc
Long
5.75%
-13.81%
3.25%
346.29
346.33
VEEV
VEEV
Veeva Systems Inc A
Long
4.96%
21.32%
3.95%
241.73
242.03
GOOG
GOOG
Alphabet
Long
4.31%
202.86%
8.55%
322.20
322.21
ZTS
ZTS
Zoetis
Long
4.16%
-17.58%
2.25%
118.63
118.67
AMZN
AMZN
Amazon.com Inc
Long
3.66%
104.02%
4.90%
229.55
229.56
CRM
CRM
Salesforce Inc
Long
3.58%
27.85%
3.00%
260.52
260.63
MSFT
MSFT
Microsoft
Long
2.94%
101.33%
3.88%
483.14
483.18
META
META
Meta Platforms Inc
Long
2.94%
138.93%
4.60%
673.51
673.60
V
V
Visa
Long
2.77%
76.25%
3.20%
331.10
331.26
SPGI
SPGI
S&P Global Inc
Long
2.77%
48.40%
2.69%
498.44
498.65
NKE
NKE
NIKE
Long
2.71%
-31.36%
1.22%
65.87
65.89
LRCX
LRCX
Lam Research Corp
Long
2.64%
239.87%
5.89%
158.72
158.74
NOW
NOW
ServiceNow Inc
Long
2.63%
116.10%
3.73%
854.29
854.85
IDXX
IDXX
IDEXX Laboratories Inc
Long
1.77%
109.03%
2.43%
713.96
714.30
BLK
BLK
BlackRock Inc
Long
1.58%
73.12%
1.80%
1072.07
1072.49
AMAT
AMAT
Applied Materials Inc
Long
1.49%
219.25%
3.12%
267.88
268.00
ACN
ACN
Accenture Plc
Long
1.49%
11.17%
1.09%
266.52
266.65
CSGP
CSGP
CoStar Group Inc
Long
1.34%
-5.54%
0.83%
68.00
68.02
TMO
TMO
Thermo Fisher Scientific Inc
Long
1.30%
36.93%
1.17%
572.61
572.83
MCD
MCD
McDonald's
Long
1.03%
26.13%
0.85%
311.10
311.23
LMT
LMT
Lockheed Martin Corporation
Long
0.93%
8.95%
0.66%
452.16
452.43
KLAC
KLAC
KLA Corp
Long
0.84%
275.12%
2.07%
1213.66
1214.12
MKTX
MKTX
Marketaxess Holdings Inc
Long
0.74%
-6.28%
0.46%
167.23
167.45
NVDA
NVDA
NVIDIA Corporation
Long
0.74%
1,407.97%
7.36%
182.45
182.46
DHR
DHR
Danaher Corp
Long
0.65%
29.57%
0.55%
226.24
226.41
WST
WST
West Pharmaceutical Services Inc
Long
0.65%
44.33%
0.62%
280.00
280.39
Balance
0.73%
Balance