Giulio De Meo
Giulio De Meo @DeMeoInvestments
Portfolio
Market (28)
Direction
Invested
P/L(%)
Value
Sell
Buy
Last updated on: 13/09/2026
NVDA
NVDA
NVIDIA Corporation
Long
9.66%
8.79%
10.85%
218.23
218.24
MSFT
MSFT
Microsoft
Long
8.79%
-1.51%
8.94%
495.70
495.72
GOOG
GOOG
Alphabet
Long
8.17%
-3.56%
8.14%
335.48
335.50
AVGO
AVGO
Broadcom Inc
Long
7.00%
-14.81%
6.16%
361.78
361.82
TSM
TSM
Taiwan Semiconductor Manufacturing Co Ltd - ADR
Long
6.34%
15.52%
7.57%
433.24
433.32
META
META
Meta Platforms Inc
Long
6.24%
-0.72%
6.39%
647.80
648.02
GEV
GEV
GE Vernova LLC
Long
4.62%
-8.95%
4.35%
956.13
956.90
VRT
VRT
Vertiv Holdings Co
Long
4.61%
-19.98%
3.81%
256.94
257.21
CAT
CAT
Caterpillar
Long
4.31%
-10.35%
3.99%
817.60
817.98
MU
MU
Micron Technology, Inc.
Long
4.31%
-15.80%
3.75%
974.88
975.02
GS
GS
Goldman Sachs Group Inc
Long
3.70%
0.72%
3.84%
1028.59
1028.83
ANET
ANET
Arista Networks Inc
Long
3.08%
49.48%
4.76%
199.55
199.67
LRCX
LRCX
Lam Research Corp
Long
3.08%
-22.57%
2.46%
298.01
298.13
APH
APH
Amphenol Corporation
Long
3.08%
2.02%
3.25%
83.93
83.95
KLAC
KLAC
KLA Corp
Long
3.08%
-30.71%
2.20%
180.72
180.73
PLTR
PLTR
Palantir Technologies Inc.
Long
2.46%
4.67%
2.66%
167.18
167.20
PWR
PWR
Quanta Services Inc
Long
2.46%
-12.35%
2.23%
649.41
650.18
HLT
HLT
Hilton Worldwide Holdings Inc
Long
2.16%
-6.14%
2.09%
305.88
306.08
WDC
WDC
Western Digital Corporation
Long
2.16%
-30.58%
1.55%
446.83
447.05
NOW
NOW
ServiceNow Inc
Long
1.79%
-1.05%
1.82%
132.49
132.51
NET
NET
Cloudflare
Long
1.66%
52.91%
2.63%
306.27
306.63
MPWR
MPWR
Monolithic Power Systems Inc
Long
1.54%
-13.73%
1.37%
1233.67
1234.05
IBKR
IBKR
Interactive Brokers Group
Long
1.53%
-1.49%
1.56%
91.34
91.37
SHOP
SHOP
Shopify Inc.
Long
1.16%
-15.45%
1.01%
128.66
128.67
NBIS
NBIS
Nebius Group NV
Long
0.86%
-4.02%
0.86%
224.60
224.63
DASH.US
DASH.US
DoorDash Inc
Long
0.78%
-22.16%
0.62%
201.91
201.95
SOFI
SOFI
SoFi Technologies Inc
Long
0.74%
-37.43%
0.48%
17.30
17.32
HOOD
HOOD
Robinhood Markets Inc.
Long
0.62%
3.35%
0.66%
112.55
112.57
Balance
0.01%
Balance